When mediators collaborate with certified divorce financial analysts (CDFAs), they are able to address and help resolve some of the most financially-complicated challenges facing divorcing parties. One of the most complicated issues is how to treat restricted stock units (RSUs) and employer-provided stock options when it comes to community property division and calculating income available for support. Clients may have a combination of vested and unvested awards and the tax treatment of these assets can have a significant impact on asset division and child and spousal support, particularly if the date of separation occurred months or years prior to settlement negotiations.

During this meeting, Laurie Itkin, CDFA, will walk participants through a redacted memo she drafted for parties and their mediator in a relatively simple case regarding RSUs and options.  You will learn how she educates all parties on the relevant issues and provides a roadmap for how these valuable assets can be distributed to the non-employee spouse now and in future.

Time permitting, she and Mediator Leyla Balakhane will discuss how they collaborated on a case involving two real estate properties and a Moore-Marsden calculation, pension considerations where one spouse was two decades younger than the other, and the calculation of the separate property portion of a 401k where historical statements were unavailable. 

Our second speaker, Debora Young, focuses on Estate Planning,  Probate Administration, Probate Litigation, and Conservatorships in her practice. Her mission is to help clients achieve their goals by educating and empowering them. Debora works with compassion and patience to help each client with their unique situation. Debora is a member of Wealth Counsel, a national organization of trusts and estates attorneys, as well as other business professionals, who collaborate on creating the most up-to-date estate plans.

Register in advance for this meeting:

https://us02web.zoom.us/meeting/register/tZMpcOmvqT4oHdetjXXI7NSh033ytmlxKvKk

After registering, you will receive a confirmation email containing information about joining the meeting.