Estate and Charitable Planning for Company Stock and Equity Comp

myStockOptions.com

You (or your clients) with company stock and equity compensation face important decisions about estate planning and charitable giving. You want to effectively use these assets to maximize personal goals, minimize taxes, and pass on your wealth.

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.

In 100 minutes, three leading financial and legal experts will provide core knowledge, insights, and practical takeaways. Their presentations will include case studies illustrating scenarios where these professionals have helped clients save, contribute, protect, or transfer millions of dollars.

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