Publications of Interest > Employee Stock Ownership Plan > ESOP Compliance/Transaction Matters > Employee Benefits > Practices : Morgan, Lewis & Bockius

2006 ESOP Glossary, Employee Stock Ownership Plans: ESOP Planning, Financing, Implementation, Law and Taxation (The Beyster Institute)

Outside Publications | Chapter
Michael Holzman

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
Erin Turley, Allison Wilkerson

2006 ESOPs for S Corporations (Chapter 20), Employee Stock Ownership Plans: ESOP Planning, Financing, Implementation, Law and Taxation (The Beyster Institute)

Outside Publications | Chapter
David Ackerman

2006 Legal, Tax, ERISA and Securities Issues (Chapter 13), Employee Stock Ownership Plans: ESOP Planning, Financing, Implementation, Law and Taxation (The Beyster Institute)

Outside Publications | Chapter
John Kober

2006 Valuation Report - Fiduciary Checklist - The Fiduciary's Review of the Valuation Report: What is Expected? A Checklist Format (Appendix 22), Employee Stock Ownership Plans: ESOP Planning, Financing, Implementation, Law and Taxation (The Beyster Institute)

Outside Publications | Chapter
David Ackerman

11/07/06 Morgan Lewis ESOP Team Expands Across the Country

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

Morgan Lewis is pleased to announce that it has expanded its ESOP Team in Chicago, San Francisco, and Washington, D.C., adding four new attorneys to the firm’s Employee Benefits and Executive Compensation and Business and Fi... more

11/01/06 General Fiduciary Responsibilities, presented at the ESOP Association's Las Vegas Conference and Trade Show

Presentation | Speech
Erin Turley

10/19/06 Lending Issues in ESOP Buyouts

Presentation | Webcast
Elizabeth Perdue, Scott Adamson, Terrence Dugan, Brian Hector

10/18/06 Newsflash - Pension Protection Act of 2006

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

On August 17, 2006, President George W. Bush signed the Pension Protection Act of 2006 (PPA) into law. In addition to strengthening traditional defined benefit pension plans through new funding and reporting re... more

05/15/06 Seventh Circuit Court of Appeals Rejects Department of Labor’s Position on Standard of Review for Trustee’s Decisions

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits

In a very important decision for ESOP trustees and other ERISA fiduciaries in a case involving an allegation of an erroneous valuation of employer securities held by an ESOP, the Seventh Circuit Court of Appeals has held tha... more

05/01/06 What to Do with Excess Cash, presented at the 29th Annual ESOP Conference

Presentation | Speech
Erin Turley

04/11/06 Using ESOPs in Corporate Transactions

Presentation | Webcast
Scott Adamson, Brian Hector

March 2006 Morgan Lewis on ESOPs
March 2006

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

In this Issue:

Malpractice Claims May Be Brought in State Court Against Firm That Allegedly Undervalued Stock Help in ESOP:<... more

03/01/06 Employee Owners to the Rescue: Legislative, Regulatory, and Case Law Update, presented at the 2006 Southwest Chapter of the ESOP Association Spring Conference

Presentation | Speech
Erin Turley

03/01/06 ESOPs 101, presented at the Southwest ESOP Association Spring 2006 Conference

Presentation | Speech
Allison Wilkerson

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

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