Speaking Engagement

XPX Dallas: Understanding ESOPs

Blank Rome partner Jason S. Luter will serve as a panelist for Exit Planning Exchange’s (“XPX”) XPX Dallas: Understanding ESOPs, taking place Tuesday, March 5, 2024, from 8:00 to 9:45 a.m. CST, in Dallas, Texas.

ABOUT THE PROGRAM

Employee Stock Ownership Plans (“ESOPs): When they match an owner’s goals, the outcomes can be tremendous. However, there is complexity in regard to the structure, formation, tax strategies, outcomes, valuation, and financing. A panel of ESOP professionals—a national ESOP attorney, an experienced ESOP lender, and an ESOP wealth adviser who has worked with numerous clients on these transitions—will walk through employee stock ownership plans so attendees can better understand if this is the right fit for them and their clients in planning for their next step in succession.

Panelists:

• Moderator: Doug Janowski, Managing Director, Dallas Office, Lazear
• Luke Britt, CLU® RICP® CEPA®, Partner, Carr, Riggs, & Ingram
• Brandon Clounch, Vice President Corporate Banking, Frost Bank
• Jason S. Luter, Partner & Co-Chair Dallas Office, Blank Rome LLP

For more information and to register, please visit the webinar webpage.