IDFA Online Learning
Divide and Conquer: Stock Option, Restricted Stock and Executive Comp Considerations in Divorce
Recorded On: 10/20/2020
Join our presenters as they discuss: stock options, ISO's, RSU's, Non-Qualified Stock Options and Severance Payouts. Learn how to find out if your client or their spouse has executive compensation assets. How to determine if executive compensation is marital property and whether it is fully vested. How to value and divide executive comp and what are the tax implications. Is executive comp considered an asset, income, or both for purposes of spousal maintenance and child support? How can you use the age-old "tree vs. fruit" analogy to protect against double dipping?
CFP®, CDFA®, CES
Stacy is President and CEO of Francis Financial in New York City. She attended the NYU Center for Finance, Law and Taxation, and has almost 20 years of experience in the financial industry. She also founded Savvy Ladies™, a nonprofit organization that educates and empowers women to take control of their finances.
For the full study, visit: francisfinancial.com/wp-content/uploads/2017/08/Francis-Financial_WhitePaper_Digital.pdf
Lisa Zeiderman is Managing Partner at Miller, Zeiderman and Weiderkehr, LLP. A Matrimonial Attorney, CFL and Certified Divorce Financial Analyst, Ms. Zeiderman regularly handles complex financial and custody divorce matters for high-net-worth individuals. Named a 2019 10 Best Family Law Attorney for Client Satisfaction by the American Institute of Family Law Attorneys, Ms. Zeiderman is also a founding member of the American Academy of Certified Financial Litigators and a member of the panel for Attorneys for Children.
In addition to authoring a well-read blog on Psychology Today, “Legal Matters: Understanding Mental Health Issues as They Apply to Divorce and Child Custody,” Ms. Zeiderman has been published in The New York Law Journal, Divorce Magazine, Motherly, ThriveGlobal.com and the New York State Bar Association Family Review, among many others. She has been quoted on issues ranging from financial empowerment to tax issues to child custody in publications including USA Today, Marketwatch, CNNMoney, The Journal News, Business Insider, Bustle and Fatherly among others. She has also been featured on a host of podcasts that focus on divorce and family law.
Ms. Zeiderman, a Fordham University of Law graduate, has lectured for the New York State Bar Association on topics including the Equitable Distribution of Assets, Valuation of Liquid Assets and Investments, Maintenance, Custody, Electronic Snooping and Discovery, is a member of the Legislative Committee of the Family Law Section for the New York State Bar Association, and sits on the executive board of the Justice Brandeis Law Society. Ms. Zeiderman also serves on the Executive Board of Savvy Ladies, Inc., a 501(c) 3 organization that provides free education and resources to help women achieve their financial independence.
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