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
Register
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.

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

Carleton Goss
Carleton Goss

Counsel

Hunton Andrews Kurth

Brian R. Marek

Partner

Hunton Andrews Kurth

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

Read Full Policy