Death and Divorce and Equity Compensation
From Our Equity Compensation Webinar SeriesEach one-hour Webinar features an experienced authority in the field and discusses a requested topic.
This replay was recorded on December 7, 2011.
About This MeetingWhen an employee faces a divorce what happens to their employment benefits? When an employee dies, how are owed benefits administered? These are questions corporate administrators face every day and the answers often differ depending upon the benefit being discussed. This webinar focuses on what happens to equity compensation awards in the event of death or divorce of the employee. Topics to be covered include:
* Effect of death or divorce on unvested awards
* Effect of death or divorce on vested awards
* Post-event exercise periods
* Taxation effects on the employee spouse and the non-employee former spouse
* Rights of estate trustees
This Webinar has already taken place. It is available as a free replay in the members-only area of this site.
PresentersWendy Jennings, CEP, Sr. Director, Employee Shareholder Services, Riverbed Technology, Inc.
Wendy has over 20 years of equity compensation plan experience. Wendy's experience includes responsibility for all global equity plans, analysis, design and implementation, Section 16, insider trading compliance, proxy preparation, FAS 123 valuation, mergers & acquisitions, and restricted stock programs.
Wendy received her Certified Equity Professional (CEP) designation in 1993 from Santa Clara University and has served on the CEPI's Advisory Board since 1999. She also serves on the CEPI's Curriculum Committee. Wendy has been a frequent speaker on equity compensation related topics. Wendy Co-Chaired the San Francisco GEO Chapter from 2009-2010 and is a Director of the San Francisco NASPP chapter and received the NASPP Individual Achievement Award in 2005.
Dan Walter, CEP, Founder, Performensation. Dan has more than 15 years of experience assisting companies with both executive and broad-based compensation programs, providing end-to-end solutions for private and public companies in both the U.S. and abroad. His clients range from start-ups to established Fortune 100 companies. Dan's expertise includes equity compensation, executive programs, performance-based pay and talent management issues. His experience with these programs includes: diagnosis, design, communication, administration and reporting. Dan has experience with all forms of equity including stock options, restricted shares and units, stock purchase and performance-based programs. Dan has been the architect of software solutions and has significant experience in the administrative and technological best practices for these programs.
Ellen Sueda. Ellen is senior counsel in the Employee Benefits & Executive Compensation department of Seyfarth Shaw LLP. Employers value her dedication to serving as a collaborative and strategic partner for businesses, and for finding practical, creative and innovative solutions.
Ellen advises and counsels employers on tax law compliance, securities law compliance, and relevant employment laws related to executive and equity compensation. She has particular experience in public company representation, including golden parachute issues and conversion of stock options. Her practice focus includes, non-qualified deferred compensation plans, stock option plans, employee stock purchase plans, restricted stock plans, change in control plans and executive employment, and retention and severance agreements. Other services provided by Ms. Sueda include: preparing plan documents, associated agreements and communications; advising on establishment and implementation of programs and ongoing compliance; preparing and advising on disclosure documents for publicly-traded companies; preparing materials for and presenting to board of directors and compensation committees; and advising on and preparing documents related to corporate transactions, including mergers, acquisitions, divestitures and post-close integration.
She frequently publishes, lectures and presents on subjects related to executive and equity compensation. She is a member of the ALI-ABA Employee Benefits Advisory Panel.