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    ESOP Litigation Update and Stock Valuation Basics [CC]

    ESOP Litigation Update and Stock Valuation Basics [CC]
    CLE 90 min

    ESOP Litigation Update and Stock Valuation Basics [CC]

    The panel will discuss a number of recent ESOP cases brought by the DOL and private litigants, as well as discuss most recent settlement agreements entered into by and between fiduciaries and the Department. The presentation will further discuss the DOL's more recent use of "book of business" investigations opened with respect to service providers to ESOPs and the trajectory of this process. The group will also discuss 2021's significant level of transaction activity and explore certain transaction structures. The panel will be comprised of legal counsel practicing in the ESOP transactional space and a valuation expert, allowing for a candid discussion as to thoughts and perceptions on the ever-changing legal landscape for ESOPs

    Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.50 credit hours

      Available until:

      02/07/2026

    1.50 total credit hours including

    • Substantive Law

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2025

    2.00 total credit hours including

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      12/31/2024

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.50 credit hours

      Available until:

      12/31/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      02/07/2027

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/31/2024

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2025

    1.80 total credit hours including

    • General

      Status:

      Available for credit

      1.80 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.50 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      02/07/2025

    1.80 total credit hours including

    • General

      Status:

      Reciprocity

      1.80 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2027

    1.50 total credit hours including

    • Areas of Professional Practice

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2025

    2.00 total credit hours including

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • Substantive

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2025

    1.80 total credit hours including

    • General

      Status:

      Approved

      1.80 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • Law & Legal Procedure

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2027

    1.80 total credit hours including

    • General

      Status:

      Applied for

      1.80 credit hours

      Available until:

      02/07/2025

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      02/07/2025

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    Closed Captioned.

    Moderator:
    David Cohen, Benetic, Washington, DC

    Panelists:
    Lori Oliphant, Winstead PC, Dallas, TX
    Laurie-Leigh White, CPA/ABV, ASA, CEIV, BVA Group, Houston, TX
    Allison Wilkerson, McDermott Will & Emery LLP, Dallas, TX

    MCLE Information
    The ABA will seek 1.5 hours of CLE credit in 60-minute states and 1.8 hours of CLE credit in 50-minute states in states accrediting ABA live webinars and teleconferences. *Credit hours granted are subject to each state’s approval and credit rounding rules.

    *Florida Bar regulators have stated that attorneys will not receive Florida credit for any ABA program, even if they self-apply.

    Attention Passport Subscribers:
    If you experience issues with online registration, please contact [email protected] for assistance.

    Please contact the ABA Service Center at (800) 285-2221 to register for the discounted fees below.

    Discounted Registration Fees:

    • Government Rate - $75.00
    • Additional Registrant - $75.00
    • ACEBC Member - $125.00

    Product Details

    Moderators

    David A Cohen

    External Sponsors

    American College of Employee Benefits Counsel

    Product Code

    EB2202WEB8OLC

    Duration

    90

    Publication Date

    2/8/2022 12:00:00 AM

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