LUNCHEON: Beyond the Blackout Window: Executive Compensation and the Estate Plan
11:30 a.m. – 12:00 p.m. – Networking Session
12:00 p.m. – 12:30 p.m. – Lunch/Remarks
12:30 – 1:30 p.m. - Presentation
Menu Options:
- Chicken Breast Scallopini with Ginger Teriyaki (R)
- Quinoa Bowl (V, NF, GF)
- Sweet Potatoes, Brussels Sprouts, Shiitake, Lemon Vinaigrette
Sponsored by:
This presentation will help example why executive estate planning is a different discipline:
- Wealth is often concentrated in a single, illiquid, publicly-scrutinized asset; employer equity.
- Transfer decisions are constrained by securities law, plan documents, and corporate policy - not just the tax code.
- Timing is frequently outside of the client's control (blackout windows, vesting schedules, lock-ups, deal timelines).
- The estate planner is one of the several gatekeepers - general counsel, comp committee, compliance, and the client's financial advisor all have a vote.
It is not just public company executives any longer... Additional Issues around private stock.
To receive CE credit/certificate, please fill out the survey at the end of the program.
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