Female Executives

How do female executives protect stock options and equity compensation in estate planning?

Female executives can use revocable living trusts to manage stock options, restricted stock units, and other equity compensation after death or incapacity. Trusts allow for professional management of these complex assets and can provide instructions for exercising options within required timeframes. Many executives also establish separate investment accounts within their trust structure to handle the tax implications and diversification needs that come with concentrated stock positions from their companies.