Presenter:
Kate Merrill

Where Family Law & Corporate Law Collide: Complex Issues in Equity Compensation & Securities Matters

In most family law cases involving corporate securities, such as stock options and RSUs, the basic facts and the application of the Hugg-Nelson formula often seems like enough. A recovering corporate lawyer-turned family lawyer and an experienced family lawyer share In most family law cases involving corporate securities, such as stock options and RSUs, the basic facts and the application of the Hugg-Nelson formula often seems like enough. A recovering corporate lawyer-turned family lawyer and an experienced family lawyer share their experiences in addressing some of these often-overlooked complexities and explain how failing to identify and address these complexities can have enormous financial implications for your clients. Topics include: (1) strategies for overcoming corporate confidentiality restrictions; (2) information and documents you really need (and how to actually get them); (3) the need for post-judgment monitoring to protect your client’s interests; (4) reasons you really should care about 10b5-1 plans (after first understanding what they are); and (5) why forensic accountants aren’t the answer.

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