Estate Planning Using ESOPs: A Case Study - SES Advisors
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Estate Planning Using ESOPs: A Case Study

Author: SES Advisors

November 15, 2011 – Sophisticated ESOP transactions present unique opportunities for business owners to lower the estate, gift and generation skipping transfer tax burdens placed on their estates. From a total-after-tax perspective (considering income and transfer taxes), this can mean that an ESOP transaction will present a far better financial return for a business owner than other types of liquidation events. This presentation will use a case study analysis to review the key estate planning opportunities and to quantify the transfer tax savings available to the business owner through the use of trusts, life insurance and other planning tools in the ESOP transaction setting.

Date: Tuesday, November 15, 2011
Time: 12:30 – 1:30 p.m. Eastern Time
Presenter: Steiker, Greenapple, & Fusco, P.C.
Topic: Advanced Estate Planning with ESOP Transactions: A Case Study Analysis

All are welcome to participate! Register now. Log in information will be emailed to you the day before the webcast.

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

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