Estate And Charitable Planning For Company Stock And Equity Comp

myStockOptions.com

This webinar provides insights into fundamentals and strategies for estate planning and donations with a focus on preserving wealth, maximizing its impact for current goals, transferring it to future generations, and preventing mistakes.

TOPICS COVERED

• Fundamentals of estate planning and charitable giving specific to company stock and equity comp
• How to avoid probate for company stock and equity comp
• Critical provisions in company stock plans and grant agreements to look for and understand
• Preventing loss of valuable stock options and RSUs at death
• Tax rules unique to equity compensation at death and for stock donations and gifts
• Ranges of strategies for different levels of wealth and types of family situations
• Techniques to maximize charitable donations and tax deductions for company stock to have the biggest philanthropic impact
• Strategies for using various types of trusts for estate planning, whether goals are charitable or for wealth preservation and transfers to future generations
• Actions to take now to maximize the use of the estate and gift tax exemptions currently set to expire at the end of 2025
• Key decisions clients must make with input from financial, tax, and legal advisors
• Real-world case studies involving equity comp and stock in both public and private companies

PANELISTS

• David Haughton (JD, CPWA®), Senior Corporate Counsel, Wealth.com
• Mani Mahadevan, CEO, Valur
• John Nersesian (CFP®, CIMA®, CPWA®), Head of Advisor Education, US Global Wealth Management, PIMCO
•  moderator: Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions

More Information, How to Register