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Frustrations in life of law

Frustrations abound in life and law.

  • The train is either agonizingly delayed, at the expense of my monthly meeting — obsessively gaveled to order on time — or leaves with infuriating promptness when I am held up, forcing me to acknowledge I can no longer cover the five-minute dash to the station in less than seven minutes.

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Maximizing Benefits with Stock Options

Question:   I was granted incentive stock options and non-qualified stock options from my company prior to the time the company went public. Can you explain the tax consequences and whether I am better off buying and holding the stock or doing cashless exercises?

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Distributing Bypass Trust Assets for Income Tax Savings

Question: As a surviving spouse, most of my assets are held in my deceased husband’s bypass trust to which I am entitled to distributions of income and principal.  Since I will no longer be subject to estate taxes, is there an advantage to my withdrawing as much money as possible from this trust?

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