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Join McDermott Will & Emery partners Ted Becker and Julian André for a discussion of the changing landscape of ESOP litigation. This session will cover recent significant court decisions in employee stock ownership plan (ESOP) cases, as well as the latest theories advanced by plaintiff’s counsel and the US Department of Labor (DOL) in recently filed cases and briefs.

This webinar will focus on recent significant court decisions in ESOP cases and new theories advanced by Plaintiff’s counsel and the DOL in recently filed cases and briefs.  

Join members of the McDermott Will and Emery ESOP Litigation team for a discussion of the lessons all ESOP-owned companies, fiduciaries and advisors should be focusing on in 2021.

Shortly after the close of the DOL’s fiscal year, we will review recent developments in DOL investigations and IRS Audits, changes inside the agencies, and what our ESOP community has been doing. We can do in the coming year to help level the playing field.

Hear from two employee-owner executives whose companies chose an Employee Ownership Trust (EOT), an alternative to an ESOP for their path to employee ownership.

Take a fresh look at the internal and external members of your ESOP team to make sure that your company is getting the support it needs but also to keep all aspects of the ESOP and your company working smoothly together.

Get ready to dive into the rollercoaster ride of ESOP transactions, where we'll unravel the benchmarks from engagement to closing, sprinkle in some legal insights, and serve up tips for a smooth ride through this regulatory maze!

Increase business and financial literacy through interactive gameplay!

There are several ways to finance the repurchase obligation, including "pay-as-you-go" funding, pre-funding, paying dividends/S corporation distributions, corporate-owned life insurance, and incurring debt, i.e., releveraging the ESOP. The methods for handling repurchased shares, i.e., redeeming or recycling, will also be discussed. This webinar will cover the mechanics as well as the pros and cons of each.

This webinar provides a basic understanding of the process of completing a repurchase forecast and the factors and assumptions that affect the outcome of forecast, including the impact of specific plan provisions (such as distribution timing and segregating accounts), the impact of the distribution mechanics (recycling vs. redeeming), and interplay between the stock value and the repurchase obligation.