Morgan Lewis is proud to sponsor the ESOP Association's Illinois ESOP Chapter Conference.
Partners David Ackerman, Brian Hector, and Ted Becker will be presenting at this conference.
Conference | Thursday, March 7, 2013
"Planning for ESOP Companies and ESOP Transactions Under the New Tax Laws"
Presenters: David Ackerman and Brian D. Hector
The tax laws have changed dramatically in 2013. This session will describe the new laws and discuss how they impact both planning for new ESOP transactions and planning for existing ESOP companies. Examples and planning suggestions will be presented.
"DOL Investigations - Current Trends"
Presenter: Theodore M. Becker
Department of Labor investigations of ESOPs are on the rise and the DOL's approach to investigations is more aggressive than ever. This program will highlight what the DOL is challenging in recent lawsuits and investigations, and provide practical advice on how ESOP fiduciaries and plan sponsor companies can anticipate and satisfy the concerns of the DOL and resolve investigations without litigation. A representative from the Chicago Regional Office of the DOL has been invited to speak on the panel.
Drury Lane Conference Center
100 Drury Lane
Oakbrook Terrace, IL 60181