EP 28 - Estate Planning and ESOPs: Interview with Agnes Gregory (Tax Partner) and Justin Stemple (ESOP Attorney)
Journey to an ESOP & Beyond
Navigating Estate Planning with ESOPs
This chapter explores the critical intersection of estate planning and Employee Stock Ownership Plans (ESOPs), highlighting the advantages of charitable trusts and strategic donations. The discussion emphasizes the importance of professional guidance from CPAs and estate attorneys to optimize tax benefits and navigate compliance. It also covers the implications of asset transfers and the collaboration needed between various professionals to ensure a smooth business transition.
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