The Estate Planner, July/August 2024

Employee stock ownership plan -

A versatile business exit and estate planning tool -

If you own a closely held business, a significant portion of your wealth may be tied up in it. So, to prepare for retirement and provide for your loved ones, you need an exit plan. One option, if your business is a corporation, is to establish an employee stock ownership plan (ESOP).

Please see full publication below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations. Attorney Advertising.

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