ESOP26 BV Legal Updates and Their Impact on ESOP Fiduciary Duties and Valuation

Description

Recent legal developments and regulatory activity continue to shape the responsibilities of ESOP fiduciaries and the expectations placed on valuation advisors. This session will provide an overview of notable legal updates, enforcement trends, and evolving guidance affecting ESOP transactions and annual valuations. Panelists will discuss how these developments influence fiduciary process, documentation, and the trustee’s review of valuation conclusions, as well as practical implications for valuation professionals. The discussion will focus on helping ESOP advisors understand the current legal landscape and how it may affect best practices in both transaction and ongoing valuation work.

Speakers

Julie Govreau | Senior Vice President and General Counsel | Greatbanc Trust Company
Holly E. Jones | Associate | Maselan Jones PC

Continuing Education

Review of this session recording will award 1.2 hour(s). 

CPE credit is not awarded for this pre-recorded offering.