When Stocks and Bonuses Matter: Navigating Complex Asset Division in Divorces

Описание: 🎙️ Dividing Complex Assets in Divorce: RSUs, Stock Options & Expert Insights | Divorce at Altitude

👋 Welcome back to Divorce at Altitude with Ryan Kalamaya and Amy Goscha! After a short break, we’re back with an important episode unpacking one of the trickiest topics in modern divorces—dividing complex assets like RSUs, stock options, and other deferred compensations.

In this episode, Amy shares insights from her recent presentation at the Family Law Institute in Vail, where she discussed how these assets are valued, divided, and often misunderstood in high-asset divorces. Together, Ryan and Amy walk listeners through real-world examples and explain how technology, vesting schedules, and tax implications can turn a seemingly straightforward case into a complex one.

🔹 Episode Highlights

Understanding RSUs & Stock Options:
What they are, how they vest, and why they matter in property division.

Valuation Challenges:
Why RSUs can be both marital and separate property—and how to determine the difference.

Role of Experts:
When and why to bring in valuation experts, and how shadow or joint experts can make or break your case.

The Time Rule Explained:
How attorneys use pro-rata formulas to determine marital portions and ensure fair distribution.

Creative Settlement Solutions:
Constructive trusts, in-kind divisions, and mediation strategies for cost-effective outcomes.

🔹 Key Takeaways

✔ Complex assets like RSUs and stock options require expert analysis to avoid costly mistakes.
✔ Vesting schedules and performance conditions can drastically change what’s considered marital property.
✔ Bringing in valuation experts early can prevent delays and disputes.
✔ Attorneys must carefully draft settlement language to address taxes, future vesting, and company changes.
✔ Even in high-asset cases, creative solutions can balance fairness with financial practicality.

📞 Connect with us:
• Website: https://kalamaya.law/
• Facebook:   / kalamayagoscha  
• LinkedIn:   / kalamaya-goscha  
• Phone: 970.315.2365
• Email: [email protected]

🌟 Call to Action:
Dividing complex assets in divorce doesn’t have to be overwhelming. Whether you’re dealing with stock options, RSUs, or deferred compensation, understanding your rights and consulting with the right experts can protect your financial future. Subscribe for more expert discussions on divorce, finance, and family law.