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 vital relationship between estate planning and Employee Stock Ownership Plans (ESOPs), focusing on the importance of preemptive planning for business ownership transfers. It discusses potential challenges that heirs may encounter if estate planning is overlooked, including probate issues and significant estate taxes. The conversation also emphasizes strategic techniques such as timely gifting, use of trusts, and the benefits of professional guidance to ensure smooth transitions and optimized asset management.
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