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Divorce has many flavors and variations. The financial assets may seem straightforward and clear; however, the devil is in the details when it comes to stock options and RSUs and even severance payouts. Executive compensation can cause numerous challenges and malpractice concerns for divorce lawyers. In this session, we will uncover the hidden pitfalls of working with stock options, restricted stock units and payouts during divorce and how these concepts may be applied to other compensation. Each participant will gain an in-depth understanding of exactly how to handle the most common executive compensation awards in a divorce situation with confidence and ease.

We will cover:
• Stock Options
• ISOs
• RSUs
• Non-Qualified Stock Options
• Severance Payouts

And discuss:
• How do you find out if your client or their spouse has executive compensation assets?
• Are they marital?
• Are they vested?
• Will they be valued?
• How will they be divided?
• What are the tax implications?
• Will they be 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 

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Meet the Presenters

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Lisa Zeiderman - Esq., CFL

Managing Partner - Miller, Zeiderman, & Widerkehr, LLP

Lisa Zeiderman, Esq., CFL is Managing Partner at Miller Zeiderman & Wiederkehr LLP, a family law attorney based in New York, Certified Divorce Financial Analyst, founding member of the American Academy of Certified Financial Litigators and Board Member at Savvy Ladies, a non-profit organization that provides free financial education and resources with a goal of empowering women to achieve financial independence. Ms. Zeiderman was named a 2019 10 Best Family Law Attorney for Client Satisfaction by the American Institute of Family Law Attorneys. 

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Stacy Francis 

CEO and President - Francis Financial, Inc.

Stacy Francis is the President and CEO of Francis Financial, Inc., a fee-only boutique Wealth Management, Financial Planning and Divorce Financial Planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples and women in transition such as divorce or widowhood. Stacy has over 20 years of experience in the financial industry. She attended the New York University Center for Finance, Law and Taxation, where she completed the Certified Financial Planner™ (CFP®) designation. Stacy is also a Certified Divorce Financial Analyst® (CDFA®) as well as a Certified Estate and Trust Specialist (CES™). Stacy is the founder of Savvy Ladies™, a nonprofit organization dedicated to educating and empowering women to take control of their finances. Savvy Ladies has helped over 15,000 women through free one-on-one financial counseling, workshops, and retreats.