By CSG Partners Staff

CLE Course:  ESOPs and the Law

Learn the legal concepts and strategy behind employee stock ownership plans, earn pre-approved CLE credits, and save $89 on this free course.

Whether you are unfamiliar with ESOPs or you could use a refresher, this course covers the practical benefits of an employee ownership while highlighting the fiduciary and special tax rules applicable to these transactions. M&A, tax, trust and estate, and business succession practitioners - as well as middle-market business advisors - will benefit from this webinar.

Learning Objectives

  • Discuss how to use employee stock ownership plans as a business succession strategy
  • Integrate an ESOP transaction with estate planning techniques
  • Identify how an ESOP sale can be an alternative to an M&A transaction
  • Update clients on financing options in the current business environment
  • Review the fiduciary rules under ERISA applicable to ESOP transactions
  • Summarize the special tax rules applicable to ESOP transactions


Steve Berman - Managing Director, CSG Partners

Stanley Bulua - Partner, Robinson Brog

Claim your free pass & register at