Executive Planning Strategies
Outright Sale of a Concentrated Stock Position
Using an Equity Collar to Manage Concentrated Risk
Managing a Concentrated Stock Position With a Variable Prepaid Forward Contract
Selling Restricted Shares with a 10B5-1 Trading Plan
Using a Blind Trust to Sell Restricted Stock
Concentrated Positions and Donor-Advised Funds
Selling a Concentrated Position Using a Charitable Reminder Trust