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News | 04.13.17

Paul Porretta Speaks on Employee Stock Ownership Plans

April 13, 2017 – Morrison Cohen Partner Paul L. Porretta will speak at the Knowledge Group's webcast titled, “The Fundamental Framework of Employee Stock Ownership Plan: Key Features Uncovered,” on April 27, 2017, from 3:00pm – 5:00pm.  The webcast will cover significant issues relating to the fundamental framework of Employee Stock Ownership Plans.

Key topics will include:

  • Types of ESOP Companies: Public, Private, Banks (special issues)
  • ESOP Company Characteristics
  • ESOP Company Advantages
  • Is Your Company a Good ESOP Candidate?
  • Establishing an ESOP
  • Structuring an ESOP Transaction
  • ESOP Plan Administration
  • ESOP Account Distribution Issues
  • Special Considerations for Subchapter S Corporations
  • Trends and Developments

The Knowledge Group Live Webcast Series is the leading producer of regulatory focused webcasts. For more information on the webcast, please click here.

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Related Practices

Executive Compensation & Employee Benefits

Our Executive Compensation & Employee Benefits Practice represents companies and individuals in virtually all aspects of the employment relationship and in a wide variety of industries. We provide strategic advice and offer creative, commercial solutions designed to achieve favorable outcomes for our clients.

Employee Stock Ownership Plans (ESOPs)

Our lawyers bring a sophisticated multi-disciplinary approach to ESOP transactions and compliance. We regularly advise and represent business owners, ESOP fiduciaries, lenders and ESOP companies in the areas of ERISA, tax, corporate finance, commercial law and corporate governance as these relate to ESOPs.