Ever wondered what goes through an Internal vs. External Trustee process? Join this panel where a seasoned Trustee who has served on both sides provides insight into the Trustee process.
Learning objectives:
1. Understand the difference between internal and external trustees.
2. Understand the process for both.
3. Learn what your legal counsel may have to say based upon the transactions and work in front of you.
Principal, Senior Vice President, ESOP Client Advisor
Jeannine found a passion for employee ownership after working at the rapidly growing employee-owned convenience store chain, Stewart’s Shops in New York. At Spinnaker Trust, her experience with both the successes and pitfalls of employee-owned companies, and her love of accounting, position her to guide our ESOP clients and their employee-owners to succeed.
State University of New York at Geneseo, BS Accounting
The Larson Firm and Drew Larson provides creative, practical, and wise legal advice to private companies and their owners as they consider setting up an ESOP and with nearly all stages of the process, including structuring transactions, plan formation, negotiating financing terms and structure, tax and estate planning, collaborating with other advisors, experts, and independent trustees, setting up governance, and all the issues that come up in any sale transaction.
Drew is active in the ESOP community, including NCEO, the ESOP Association, and numerous other trade associations. He is also a founder and partner in CoRise Capital Fund, an investment fund for ESOP-company investors that acquires portfolio companies that is helps prepare and sell to their own ESOPs.
If you need someone who is able to communicate complicated issues in everyday language while also being able to tackle the complexities of ERISA and other ESOP-related laws, don’t hesitate to reach out
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