Breakout 11 | ESOP as a business succession plan

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This session will cover the basics of what an employee stock ownership plan (ESOP) is, how typical ESOP transactions are structured, and how ESOPs can fit into business succession planning.

• What is an ESOP?
• How does an ESOP compare to other business succession alternatives?
• What are the tax benefits to a business owner selling to an ESOP?
• What are the tax benefits of a company being owned by an ESOP?

Speaker: Jordan W. Bergkamp, Husch Blackwell LLP, Kansas City

Opinions and positions stated by presenters of MoBarCLE programs are those of the presenters and not necessarily those of The Missouri Bar. This program is intended as information for lawyers in Missouri, in conjunction with other research they deem necessary, in the exercise of their independent judgment.