High Net Worth Estate Planning Series

Intersection of ESOPS and Estate Planning – Optimizing After Tax Outcomes

Kenneth Alter

Managing Director, Planning Alliance

November 7, 2023

In this episode, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, engages in a conversation with Kenneth Alter, Managing Director at Planning Alliance, focusing on the intersection of ESOPs (Employee Stock Ownership Plans) and estate planning.  The discussion covers crucial aspects of ESOPs and the optimizations of after-tax outcomes.  Throughout the episode, they explore topics such as the tradeoff between estate tax and capital gains, the relevance of IRS section 1042, the concept of qualified replacement property, and the significance of basis adjustment planning.  Tune in for valuable insights into how ESOPs can be integrated into your estate planning strategy to achieve more favorable tax outcomes.