Financial District Trust Lawyer NY for Complex Trust Planning
RSUs, options, a tender offer or IPO on the horizon? The window to plan is before the liquidity event, not after. A Financial District trust lawyer builds the privacy and protection trusts that put equity-heavy professionals in the right position before the money moves.
Plan before the liquidity event
For founders and finance professionals, timing is everything. Concentrated equity, restricted stock, and option grants are far more flexible to plan around before a liquidity event crystallizes their value. We build the trust structures, often a revocable living trust and, where it fits, irrevocable vehicles, that hold and direct that wealth on your terms while the planning window is still open.
Privacy, protection, and control
A trust keeps a sudden increase in net worth out of the public record and out of probate. Beyond privacy, the right structure can shield assets, set the terms on which family receives them, and keep a concentrated position from becoming a family dispute later. We tailor the structure to equity-heavy balance sheets, not to a generic married-with-kids template.
Funding is where these plans live or die. We retitle accounts and interests into the trust correctly so the structure actually controls the assets when it counts.
Coordinated with your whole plan
Trust planning is one piece. We align it with your broader estate planning process, your will, powers of attorney, and beneficiary designations, so a complex compensation picture does not leave gaps. The goal is a plan that survives contact with a real liquidity event.
Frequently Asked Questions
Why plan before an IPO or liquidity event instead of after?
Before the event, equity often carries a lower value and more planning flexibility, which can mean more is preserved and directed on your terms. Once value crystallizes, options narrow. Planning early is about positioning while you still have room to move.
Can a trust hold RSUs, options, or private company stock?
Depending on the plan documents and company transfer restrictions, certain equity interests can be held by or directed through a trust. We review your grant agreements and company rules to structure it correctly rather than assume.
Will a trust keep a sudden increase in net worth private?
Yes. Assets properly held in a funded trust pass outside the public probate process, which keeps both the value and the terms of your plan private, a common priority for founders and finance professionals.
Plan before the money moves
Speak with Alan Vaitzman, Esq. about trust planning around equity and a liquidity event. Free consultation.
Call (212) 413-4116 Send a message