Conferences and Speeches

ESOP Transactions in Estate Planning: Income and Transfer Taxes, Considerations for Closely-Held Business Owners

Thursday, October 13, 2022

ESOP senior attorney Jason Ray was a panelist for a presentation on ESOP Transactions in Estate Planning: Income and Transfer Taxes, Considerations for Closely Held Business Owners through Strafford webinars on October 13.

The presentation provided guidance to estate planners on utilizing employee stock ownership plan (ESOP) transactions for business succession planning and minimizing estate, gift, and generation-skipping transfer taxes. Topics discussed included the basics of ESOP structures and transactions, income and transfer tax considerations, key estate planning opportunities, utilizing trusts, life insurance, and other planning tools in the ESOP transaction setting.

More information is provided on the Strafford website