How to Assign Non-qualified Plans Incident to Divorce, and When a Valuation May be Appropriate

Non-qualified plans, RSU’s, stock options, also 401K’s and other types of retirement accounts

Originally presented as part of Business Valuation, Financial & Tax Issues in Divorce 2025: How to… for Your Divorce Case

Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9000-25R-03

$50.00 or 0.75 credits

Qty: decrease increase

Expiration Date: 1/1/2027

Non-qualified plans, RSU’s, stock options, also 401K’s and other types of retirement accounts

Anne Prenner Schmidt, Law Offices of Anne Schmidt, LLC, Highland Park

Patrick T. Ryan, Jackson Buckley & Pfanenstiel, LLP, Chicago

Bruce S. Bezner, MBA, CPA/ABV/CEIV, CVA, CBA, Corporate Valuation Advisors, Inc.

Overview
Specifications

Expiration Date: 1/1/2027

Non-qualified plans, RSU’s, stock options, also 401K’s and other types of retirement accounts

Anne Prenner Schmidt, Law Offices of Anne Schmidt, LLC, Highland Park

Patrick T. Ryan, Jackson Buckley & Pfanenstiel, LLP, Chicago

Bruce S. Bezner, MBA, CPA/ABV/CEIV, CVA, CBA, Corporate Valuation Advisors, Inc.

Products specifications

Category	Family
Program Date	1/20/2025

Products specifications

Category	Family
Program Date	1/20/2025

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