Course

Legal Aspects for Advising the Executive

Grant agreement terms that matter, what termination actually triggers, and the real differences between advising private versus public company executives.

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About this course

The legal terrain behind the advice. We cover the grant agreement and plan document provisions that change outcomes, what different termination events actually trigger, and how the conversation shifts between private and public company executives.

Learning objectives

  • Identify the grant agreement and plan provisions that drive planning outcomes
  • Distinguish what each termination event triggers for vesting and exercise windows
  • Compare advising private company versus public company executives
  • Recognize when to bring counsel into the planning conversation

Handouts

Course videos stream to enrolled participants and are not downloadable. Handouts are provided as PDFs.

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