Approved for 3.5 CDFA & CFP CE Credits
Gain an in-depth understading of exactly how to handle the most common executive compensation awards in a divorce situation. The session will cover:
- Stock Options
- ISOs
- RSUs
- Non-Qualified Stock Options
With more and more Americans having second, third, and even fourth marriages, the need for separate property tracings in divorce are on the increase. This course will address tracings for 401k plans, homes, inheritances and gifts and provide you the actual Excel Spreadsheets you’ll need to be able to confidently do a tracing for any case.
- Teacher: Julian Terry
Product Type: Conference Session
Course CE Credits: 3.50
Live Event Date: 7 May 2025
Ethics CE: No