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Divorce becomes significantly more complex when stock options, restricted stock/RSUs, and company shares are involved. This webinar explains the key financial, tax, valuation, and settlement issues that arise when equity compensation and company stock are part of the marital estate.
Learn how to help clients protect assets through prenuptial and postnuptial agreements and navigate the challenges in divorce of dividing equity awards, valuing company stock, and negotiating settlements. Advisors who understand these issues can provide valuable guidance during one of the most difficult financial and personal transitions in a client's life.
Presented by a leading divorce attorney/mediator and an experienced financial advisor, this webinar delivers practical strategies, actionable insights, and a detailed real-world case study covering the full timeline: from prenup planning through divorce settlements, alimony, child support, and post-divorce financial decisions. A live Q&A session follows the presentation.
"myStockOptions is my first go-to source for in-depth dives and unparalleled education." —Olga Mavrody, CPA
TOPICS COVERED
- Prenuptial and postnuptial agreements: strategies to protect both the employee-spouse and the nonemployee-spouse
- How equity compensation and company stock are treated in property settlements, alimony, and child support
- Divorce-specific tax rules affecting stock options, RSUs, restricted stock, and company shares
- Comprehensive case study following a couple from prenup planning through divorce settlement and post-divorce outcomes
- Financial and tax advisors' roles before, during, and after divorce for both spouses
- Key differences in state laws, including community-property states versus equitable-distribution states
- Valuation of equity compensation and company stock, including considerations for public companies and private companies
- Divorce-related provisions commonly found in stock plans and award agreements
- Treatment of nonqualified deferred compensation in divorce
- Live Q&A with the presenters
PANELISTS
- Michèle Bissada (JD), Mediator, Private Judge (JPT/PCTJ), Arbitrator, and Parent Coordinator, Signature Resolution Group, LLC
- Jon Ekoniak (CFP®, CDFA®), Senior Wealth Advisor, Focus Partners Wealth
- Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions, and a Forbes.com contributor
More Information, How to Register
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