Attention:
Card image cap

Stay on Top of ESOP Litigation: Crucial Issues to Watch For


Level: Advanced
Runtime: 57 minutes
Recorded Date: August 16, 2022
Click here to share this program
Printer-Friendly Version
Closed Caption

$75

Add to Cart

Agenda

Key issues that will be covered in this course are:
  • ESOP Trends and Developments
  • Implication on Litigation Matters
  • Common Perspectives on ESOP
  • Practical Tips and Strategies to Avoid Legal Risks
  • What Lies Ahead
Runtime: 1 hour
Recorded: August 16, 2022

For NY - Difficulty Level: For experienced attorneys only (nontransitional)
For NY - Difficulty Level: Experienced attorneys only (non-transitional)

Description

Employee Stock Ownership Plan (ESOP) may not always be a good move for every business because of the complex operating rules and high legal compliance costs that surround it. Many employees remain skeptical due to several issues including lack of diversification, cash flow difficulties, and share price dilution.

Listen as experienced practitioners in ESOP-related transactions Mr. Eli Burriss (Katten Muchin Rosenman LLP) and Mr. Scott Adamson (ArentFox Schiff LLP) provide the audience with the recent trends and developments in employee stock ownership plan (ESOP) as well as its implications in litigation matters. Speakers, among other things, will offer practical tips and strategies to avoid non-compliance and potential lawsuits.

This program was recorded on August 16, 2022.

Provided By

Card image cap The Knowledge Group
Card image cap

Panelists

Card image cap

Scott Adamson

Partner
ArentFox Schiff LLP

Scott has structured, implemented, and executed many of the largest and most complex transactions involving ESOP’s to create liquidity on a tax-advantaged basis; to facilitate management buyout of a subsidiary, division, or portfolio company; to engage in a roll-up transaction; or to permit private equity investment on a tax advantaged basis. He has led some of the most significant transactions undertaken involving the sale of ESOP-owned companies to equity sponsors and strategic buyers.

Card image cap

Eli Burriss

Partner
Katten Muchin Rosenman LLP

Eli Burriss represents clients in sophisticated litigation matters, with a scope that includes derivative actions, M&A disputes, software license and data breach litigation, antitrust litigation, and trade secret litigation. Eli also has extensive experience litigating matters that arise under the Employee Retirement Income Security Act (ERISA), including 401(k) litigation, employee stock ownership plan (ESOP) litigation, and representing some of the world’s largest health plan administrators and insurers, advising on a variety of litigation matters, including anti-fraud litigation, provider disputes and regulatory issues.

CLE CREDITS

Card image cap

Similar Courses

Card image cap
76 minutes
360-Degree of Investigation - A Roundtable Discussion Regarding Investigations of Debtors and Recovery of Assets
This panel of lawyers and insolvency professionals with bankruptcy expertise will lead a roundtable discussion regarding investigation of debtors and recovering assets to enhance the value of a bankruptcy estate.

American Bankruptcy Institute

$95

Add to Cart

11 Credit States

More Details
Card image cap
56 minutes
A Comprehensive Guide on SPAC Litigation and Enforcement: Hot Buttons Explored
Join securities law expert Adrienna Huffman (The Brattle Group) as she brings the audience a comprehensive discussion of recent SPAC-related acquisitions.We will delve into an in-depth analysis of the current trends, litigatio nrisks, and provide practical compliance strategies for transitioning private companies amidst a rapidly evolving legal climate.

The Knowledge Group

$75

Add to Cart

11 Credit States

More Details
Card image cap
58 minutes
Accounting Fraud & SEC Investigations: Recent Enforcement Initiatives and Compliance Issues
As the SEC’s enforcement activities continue to ramp up and the regulatory landscape remains uncertain, businesses must stay updated and be well-versed on any grounds that would result in potential liability risks. Join experienced regulatory and compliance practitioners as they provide a comprehensive discussion on the recent SEC enforcement actions and considerations for fostering an ethical culture and reducing compliance risks. Speakers, among other things, will also offer best practices and effective compliance strategies amidst the ever-changing legal landscape.

The Knowledge Group

$75

Add to Cart

11 Credit States

More Details
Card image cap
61 minutes
Adapting to Change: Litigation Trends Shaping 2024
With the rapid pace of change and ever-evolving regulatory landscape, the risk of litigation is even more prominent for businesses today. As litigation exposure continues to be a leading concern for in-house teams, it is more important than ever for legal professionals to understand current litigation trends so they can best adapt to and prepare for future changes. Panelists in this session will provide a comprehensive look at shifts in the litigation environment, and will provide actionable strategies for tackling these complex cases.

Women, Influence & Power in Law Conference

$65

Add to Cart

12 Credit States

More Details
Previous Next