May 16, 2012 – 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 uses a case study analysis to review the key estate planning opportunities available to the business owner through the use of trusts, life insurance and other planning tools in the ESOP transaction setting.
Date: Wednesday, May 16, 2012
Time: 12:30 – 1:30 p.m. Eastern Time
Presenter: Tabitha Croscut, Shareholder – Steiker, Greenapple, & Fusco, P.C.
Topic: Estate Planning Using ESOPs
All are welcome to participate! Register now. Log in information will be emailed to you the day before the webinar.
Please Note: Continuing educational credits are not available for this webinar.