Estate Planning with Bank Stock

Webinar

Estate Planning with Bank Stock

Sep 18, 2024 | 11:00 am ET • 10:00 am CT | Webinar

The transfer of bank or bank holding company stock as part of a shareholder’s estate planning process can involve several potential regulatory, corporate, and tax issues. Banks and bank holding companies should be aware of what these issues are, how they could impact their institution, and how they can proactively educate their shareholders on these issues.

Learning Objectives:

  • Define the process of transferring bank stock as part of shareholder’s estate planning process.

  • Discover the potential regulatory, corporate and tax issues associated with the transferring of bank stock.

  • Learn how to educate shareholders on issues associated with transferring bank stock.

Duration: 60-minutes

Register

Pricing

ICBA Members

Live: $209

On-Demand: $229

Live + On-Demand: $249


Non-Members

Live: $309

On-Demand: $329

Live + On-Demand: $449


Unlimited Webinar Pass subscription: $0

Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to real-time event attendance. Digital products will be made available when full payment is received.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase.

For more information, call 800-422-7285.

Attendance & Cancellation Policy:

  • Full payment is required prior to live webinar attendance. A webinar on-demand will be made available when full payment is received.
  • Registration fee is valid for only the individual registered. Each attendee must register.
  • A webinar on-demand purchase cannot be cancelled once the order has been processed and the product is available to use. Webinars on-demand are available for two years from the recorded date.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase. No refunds will be issued once the bank has received webinar materials or after the start date.

For more information, call 800-422-7285 or email education@icba.org.

Who should attend: C-Suite/Executives, Directors

Prerequisites: None

Advanced Preparation: Basic knowledge of banking.

Program Level: Intermediate

Field of Study: Business Management & Organization

Delivery Method: Group Internet Based.

CPE Credit Hours: 1

Continuing Professional Education Credit (CPE) Requirements (if applicable)

  • Enter your full name when joining the webinar. Your Zoom session must display your full name and match the registration.
  • Attend the live webinar session for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.
  • Answer all poll questions displayed during the session.

For more information, call 800-422-7285 or email education@icba.org.

NASBA Statement

ICBA Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.

Carleton Goss
Carleton Goss

Counsel

Hunton Andrews Kurth

Brian R. Marek

Partner

Hunton Andrews Kurth

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