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Recent litigation and audit activity is focusing on the process
undertaken by fiduciaries in connection with a transaction
involving an ESOP. Eliot Burriss presented at the 2018 National
Center for Employee Ownership Conference summarizing relevant
litigation cases, exploring roles and responsibilities, and
providing best practices.
The content of this article is intended to provide a general
guide to the subject matter. Specialist advice should be sought
about your specific circumstances.
