This presentation will focus on the challenges in identifying, valuing and dividing various forms of interests in partnerships, private equity investments and executive compensation. The panel will discuss tips on how to identify all of the benefits in an Executive Compensation Package to evaluate its impact on income and distribution, value those benefits and address ways of dividing benefits given the often-found restrictions contained in the Executive Compensation packages. Valuing Partnership interests and Private Equity Investments will be explored, addressing issues relating to buy-sell agreements and dividing capital accounts. Private Equity Investments will be discussed as to valuation issues and distribution concern in the matrimonial context.
Friday, September 18th, 2020
1:00pm ET / 12:00pm CT / 11:00am MT / 10am PT
Join us via Zoom followed by a Q&A Session
CLE CREDITS AVAILABLE
Special Fellow cost during this unprecedented time - $75.00
Non-Member cost - $100.00
ABOUT THE SPEAKERS:
Natalie S. Lemos
Leinoff & Lemos, PA, Miami, FL
Natalie Lemos practices exclusively in the area of Marital and Family Law with her partners, Andrew Leinoff and Paul Leinoff at Leinoff & Lemos, P.A. in South Miami, Florida. Ms. Lemos became board certified in Marital and Family Law in 2002. Her certification has been renewed in 2007, 2012 and 2017. She is a member of the American Academy of Matrimonial Lawyers and the International Academy of Family Lawyers. She is a President of the Florida Chapter of the AAML.
She has been named one of the Best Lawyers in America since 2006 as well as Super Lawyers, South Florida's Top Lawyers and Florida Trend's Legal Elite. Ms. Lemos co-authored an article for the Family Advocate (ABA Section of Family Law) “The Perils of a Prenup: First Do No Harm to Your Client or Yourself”, Winter 2011.
BNY Mellon Wealth, New York, NY
Ed Mooney is a senior family wealth strategist for BNY Mellon Wealth Management. He has advised clients on all aspects of family wealth and business succession strategies, concentrated equity solutions, retirement and cash flow planning, income tax control, estate & gift tax reduction techniques and investment asset allocation.
Ed is an attorney with experience in Tax, Estates, Pensions and Securities. He joined the company in 1987 and has more than 30 years’ experience in financial services, banking and investments.
Ed received his Juris Doctor from New York Law School, his bachelor of science from Fordham University and is a Registered Securities Principal. Ed is a member of the Planned Giving Advisory Council, New York Presbyterian Hospital, Memorial Sloan-Kettering Cancer Center and is a past board member of the New York Bankers Association and past member of Town of Mamaroneck Trustee Selection Committee.