Don
To be honest I have simply advocated a sharing of the options with the
recipient spouse giving notice to the executor spouse. People may treat the
payments as alimony provided that the right to the options ends at death.
You may allow the participants to discuss some form of payment over the
course of the year such as 65% at time of exercise and balance by Dec 31. I
would also suggest that language to the effect that all confirmations be
shared with the recipient spouse and that any changes of employment or
option terms be shared with the recipient spouse.
From: CollabLaw@xxxxxxxxxxxxxxx [mailto:CollabLaw@xxxxxxxxxxxxxxx] On Behalf
Of don.blythe
Sent: Thursday, April 02, 2009 8:37 PM
To: CollabLaw@xxxxxxxxxxxxxxx
Subject: [CollabLaw] Options valuation in collaborative setting
Any financial neutrals have recent experience in valuing employee stock
options in a collaborative setting? If so, have you recommended engaging an
independent valuation analyst or done the valuation yourself? If you did it
yourself, would you care to share whether you used Black-Scholes, binomial
options model or some rule of thumb or some combination? What was the timing
of the transfer? If you farmed it out, can you refer?
