I will draft iso and nso stock option plan documents for your startup

United States

I speak English

Licensed US Attorney Expert Startup Equity and SEC Compliance Specialist

I am Danee Garone, a licensed US Attorney (Bar #369119) specializing in startup law and corporate governance. I help founders navigate the complexities of equity compensation, ESOPs, and SEC complianc...
About this Gig

Navigating the tax differences between Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs) is critical for both the startup and the recipient.


As a licensed US Attorney (#369119), I will draft the specific plan and agreement documents required to issue these options legally.


Why this matters:

  • ISOs: Offer favorable tax treatment for employees but have strict IRS requirements.
  • NSOs: More flexible, can be granted to consultants and advisors, but taxed differently.


I ensure your documents comply with Internal Revenue Code Section 422 (for ISOs) and Section 409A (to avoid deferred compensation penalties).


Included in this Gig:

  • Customized ISO/NSO Plan document.
  • Exercise Notice templates.
  • Required legal disclosures.
  • Drafting to ensure proper "Fair Market Value" provisions.


Protect your employees from unexpected tax hits and protect your company from compliance failures. Let a professional handle your equity drafting.


Requirements:

  1. Which roles are receiving options (Employees vs. Contractors)?
  2. The specific vesting terms.
  3. The expiration period of the options (usually 10 years).
  4. Company bylaws (if available).


Field of law:

Business (corporate)

Document type:

Disclaimer

•

Employment contract

•

Privacy policy

Agreement type:

NDA

•

Privacy Policy

•

Settlement agreement

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