Double-Trigger RSUs and Stock Options in Private Companies: Key Provisions, Tax Implications, Risks, and More
Note: CPE credit is not offered on this program
Recording of a 90-minute premium CLE video webinar with Q&A
This CLE webinar will provide attorneys with an in-depth analysis of utilizing double-trigger restricted stock units (RSU) and stock options in private companies. The panel will discuss key provisions in structuring RSUs and stock options as part of a compensation plan, the differences between RSUs for private versus public companies, tax implications to employees, and risks associated with holding RSUs in private companies.
- Incorporating RSUs in compensation plans
- Double-trigger RSU characteristics and risks
- Tax issues
- Best practices for attorneys representing the employer or employee
The panel will review these and other key issues:
- What are the key items to consider for incorporating RSUs when structuring compensation plans?
- How do double-trigger RSUs compare to stock options for private companies?
- What are the key tax issues and available planning techniques to minimize them?
- What are the restrictions under Section 409A?
- What are the key provisions of award agreements for double-trigger RSUs and stock options?
Lynda T. Galligan
Ms. Galligan is co-chair of Goodwin’s Business Law Department. She practices in the area of executive... | Read More
Ms. Galligan is co-chair of Goodwin’s Business Law Department. She practices in the area of executive compensation and benefits and was formerly the co-chair of the firm’s ERISA & Executive Compensation practice group. Ms. Galligan is a member of the firm’s Executive Committee, Management Committee and Allocations Committee, and previously served on the Partnership Committee. She is a former chair of Goodwin’s Silicon Valley office.Close
Francisco (Cisco) Palao-Ricketts
Mr. Palao-Ricketts is a partner in the firm’s Business Law Department and ERISA/Executive Compensation practice.... | Read More
Mr. Palao-Ricketts is a partner in the firm’s Business Law Department and ERISA/Executive Compensation practice. He handles the full range of executive compensation and benefits matters, but has had a particular focus on the executive compensation and benefits aspects of M&A, IPO and SPAC transactions.Close