Morgan Lewis

Employee Stock Ownership Plan

Publications of Interest

72 Publications Found
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02/01/06 ESOP Logic: How to Cash Out Tax-Free and Still Keep Your Business — A Practical Guide for Business Owners and Their Advisors

White Paper | Morgan Lewis White Paper
David Ackerman, John Kober

This White Paper will briefly explain how ESOPs work and will illustrate how to use an ESOP to solve some problems faced by virtually all private companies and their owners. First, we’ll explain the legal mechanics invol... more

02/01/06 Executive Compensation Case Studies, presented at the 8th Annual ESOP Association's S Corp ESOP Conference

Presentation | Speech
Erin Turley

2006 ESOP Trustee and Fiduciary Issues (Chapter 10), Employee Stock Ownership Plans: ESOP Planning, Financing, Implementation, Law and Taxation (The Beyster Institute)

Outside Publications | Chapter
Allison Wilkerson

2006 The Evolving Debt Markets Drive Private Equity Firms to Exit Certain Portfolio Companies by Using an ESOP Financial Structure in Management Led Buyouts, Financier Worldwide Private Equity-Venture Capital Series

Outside Publications | Article
John Kober

November 2005 Morgan Lewis on ESOPs
November 2005

Newsletter | Morgan Lewis on ESOPs
ESOP Team and Employee Benefits Practice

In this Issue:

  • Best Plan Practices for Retirement Plans Holding Company Stock: more

11/07/05 Tax Reform Proposals and ESOPs

LawFlash/Client Alert | Employee Benefits LawFlash
ESOP and Employee Benefits

Earlier this year, President George Bush established an Advisory Panel on Tax Reform to identify the major problems in our federal income tax laws and to recommend options to make these laws simpler, fairer, and more co... more

11/01/05 Case Studies in Governance and Fiduciary Issues, presented at the ESOP Association's Las Vegas Conference and Trade Show

Presentation | Speech
Erin Turley

09/30/05 The Role of Internal and External Trustees and Fiduciaries: Who Will Guard Your Tent?, presented to The ESOP Association - Western States Chapter, Indian Wells, CA

Presentation | Speech
Scott Adamson

September 2005 Morgan Lewis on ESOPs
September 2005

Newsletter | Morgan Lewis on ESOPs
ESOP Team and Employee Benefits Practice

In this Issue:

  • IRS Issues Proposed Regulations Denying Deduction for Redemption of Stock ... more

09/20/05 S Corporation ESOPs

Presentation | Webcast
David Ackerman

Summer 2005 Morgan Lewis on ESOPs
Summer 2005

Newsletter | Morgan Lewis on ESOPs
ESOP Team and Employee Benefits Practice

In this Issue:

  • New ESOP Legislation Introduced: Legislation entitled the ESOP Promotion and Improvement... more

May 2005 Morgan Lewis on ESOPs
May 2005

Newsletter | Morgan Lewis on ESOPs
ESOP Team and Employee Benefits Practice

In this Issue:

  • Comments Presented at IRS Hearing on Rule 409(P) Regulations: At a public hearing held b... more

05/01/05 Lessons for Fiduciaries from Recent Case Law and Rulings, presented at the 28th Annual ESOP Conference

Presentation | Speech
Erin Turley

April 2005 Morgan Lewis on ESOPs
April 2005

Newsletter | Morgan Lewis on ESOPs
ESOP Team and Employee Benefits Practice

In this Issue:

  • Recent Class-Action Cases Survive Motions to Dismiss, Address Standing Issues: On March ... more

February 2005 Morgan Lewis on ESOPs
February 2005

Newsletter | Morgan Lewis on ESOPs
ESOP Team and Employee Benefits Practice

In this Issue:

  • Recent DOL Field Guidance and WorldCom Case Provide Comfort to Directed Trustees: more

01/25/05 Morgan Lewis on ESOPs
January 25, 2005

Newsletter | Morgan Lewis on ESOPs
David Ackerman, Elizabeth Perdue

In this Issue:

IRS Issues Temporary Regulations Regarding S Corporation ESOP Anti-Abuse Rules: On December 16,... more

12/03/04 IRS Issues Guidance on Deductibility of Redemption Payments to ESOPs

LawFlash/Client Alert | Employee Benefits LawFlash
ESOP and Employee Benefits

The Office of Chief Counsel of the IRS recently issued guidance to its attorneys regarding deductions claimed by corporate taxpayers under Section 404(k) of the Internal Revenue Code (the "Code") in connection with rede... more

November 2004 Morgan Lewis on ESOPs: Special Edition
November 2004

Newsletter | Morgan Lewis on ESOPs
Employee Benefits

In this Issue:

  • Morgan Lewis Welcomes New ESOP Team
  • more

11/01/04 Tax Aspects of Mergers and Acquisitions, presented at the ESOP Association's Las Vegas Conference and Trade Show

Presentation | Speech
Erin Turley

September 2004 Big Court Victory for ESOP Company and Trustee, ESOP Report

Outside Publications | Article
Theodore Becker, David Ackerman

05/03/04 Fiduciary Law Update, presented at the 27th Annual ESOP Conference

Presentation | Speech
Erin Turley

2004 ESOP Loans and Loan Documentation (Chapter 4), Commercial Loan Documentation Guide (Matthew-Bender)

Outside Publications | Chapter
John Kober

10/03/03 Opening the Board Room Doors to Employee Owners, The ESOP Association, Washington, D.C.

Presentation | Speech
Scott Adamson

10/02/03 The ESOP Revival in 2003, presented at the CFO Breakfast Roundtable, Los Angeles

Presentation | Speech
Scott Adamson

09/01/03 Traditional and Alternative Methods to Refinance an ESOP Loan, The ESOP Association, Las Vegas

Presentation | Speech
Scott Adamson

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