transcript   Transcript

Current ESOP Practice and Litigation

Recorded on: May. 18, 2018
Running Time: 00:47:34

Full Transcript:

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Taken from the Web Program Pension Plan Investments 2018: Current Perspectives Recorded May 2018 in New York

Current ESOP Practice and Litigation [00:47:34]
  • Fiduciary concerns in the private ESOP context
  • Recent ESOP DOL and private litigation
  • Settlements in Acosta v. First Bankers Tr. Servs., Inc., and Acosta v. BAT Masonry
  • Process steps for reliance on independent appraiser valuations

Shannon Barrett, Karen L. Handorf, Erin Turley

The purchase price of this Web Program segment includes the following article from the Course Handbook available online:

  • Employee Stock Ownership Plans (ESOPs)
    Andrew L. Oringer, Michael J. Segal
  • Employee Stock Ownership Plans: Winding Down an ESOP
    Andrew L. Oringer, Michael J. Segal
  • Current ESOP Practice and Litigation (March 2018)
    Erin Turley
Shannon Barrett ~ O'Melveny & Myers LLP
Karen L. Handorf ~ Cohen Milstein Sellers & Toll PLLC
Erin Turley ~ McDermott Will & Emery LLP
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