Seminars and Webcasts

March 10, 2010 - Whether you have already completed an ESOP transaction or are considering one, it's important to consider your estate planning options in conjunction with a sale to an ESOP.

 

Topics for this webcast will include:

• Reviewing basic fundamentals of estate planning to reduce estate taxes for owners considering an ESOP sale
• Reviewing the prospects for estate tax reform and what it might mean for planning opportunities
• Using Charitable Remainder Trusts in conjunction with an ESOP sale to support charitable goals and lower income taxes
• Planning with warrants received in an ESOP transaction
• Planning with warrants, installment sale notes and qualified replacement property (QRP) you already own from previous ESOP transactions
• How low interest rates can benefit owners using GRATs in their ESOP estate planning

This presentation will discuss ideas for future transactions, as well as for owners who hold warrants, installment sale debt and other property from previous transactions. 

 

Date: Wednesday, March 10, 2010

Time: 12:30 - 1:30 p.m. Eastern Time

Presenter: Stephen P. Magowan, Partner - Steiker, Fischer, Edwards & Greenapple, P.C. 

Topic: Estate Planning Using ESOPs

 

Please call Alice Simons at (888) SES - ESOP, or complete the form below to register.

 

Please Note: Continuing educational credits are not available for this webcast.