1. Stock Valuation Timing Is Crucial
In ESOPs like the Davidson Technologies, Inc.. Employee Stock Ownership Plan, employees earn shares of company stock, and the value of those shares may fluctuate. A major issue in divorce is determining the value of the stock as of the division date.
Timing matters—a lot. Was the official division date your date of separation? Your marital settlement agreement signing? The QDRO approval date? Choose poorly, and the non-employee spouse could end up with significantly more or less than their fair share. Your attorney should coordinate with an appraiser or request recent plan valuation data to lock in an appropriate date.

