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Using Employee Stock Ownership Plans for Succession and Financial Planning

  • Lowenstein Sandler Lowenstein Drive Roseland, NJ (map)

Come join Pilot Hill Advisors’ Bob Massengill and Lowenstein Sandler’s Andy Graw to talk about ownership succession and ESOPs.

This presentation will talk about how an ESOP may be used by an owner of a closely-held business to create liquidity in a tax efficient, confidential, and controlled manner. 

It will also discuss how an ESOP can be used in estate planning, and to transition ownership to management and/or children. 

The program is scheduled for May 10th and will be held at the offices of Lowenstein Sandler in Roseland, NJ.

Click here to fill out registration form for this free program.

Earlier Event: May 3
Exit Strategies Using ESOPs
Later Event: May 16
ESOP Association National Conference