Developing ESOP Trends
Thursday, February 9, 2006
A 90-minute TeleConference/Live Audio Webcast
1:00-2:30 pm ET / 12:00-1:30 pm CT / 11:00 am-12:30 pm MT / 10:00 am-11:30 am PT
Experienced practitioners will lead a discussion of the following developing trends in ESOPs:
- Post-Enron Litigation Update – Are defendants winning more cases or are they just getting smarter? An in-depth analysis of the significant upwards trend in stock drop litigation
- The Role and Responsibility of the ESOP’s Directed Trustee – Review and analysis of DOL Field Assistance Bulletin 2004-03 and subsequent case law
- Proposed Regulations under Code Sections 162(k) and 404(k)
- New Statutory Provisions – Interaction of Code Sections 409A and 409(p) for ESOPs – What is the ability of an ESOP owned S Corporation to adopt and maintain executive compensation plans under the new rules?
- Termination of a Distressed ESOP Company – Fiduciary issues, practical concerns and how to handle any outstanding indebtedness owed by the ESOP
-
ESOP Legislative Update – Discussion of the President’s Advisory Panel on Federal Tax Reform
Moderator:
Gregory Brown, Gardner Carton & Douglas, Chicago, IL
Speakers:
Joni Andrioff, Jones Day, Chicago, IL
Nell Hennessy, Fiduciary Counselors, Inc., Washington, DC
Erin Turley, Morgan Lewis & Bockius LLP, Dallas, TX
***Checks should be made payable to ABA-JCEB and mailed to 740 15th Street, N.W., Washington, DC 20005.***
