Estate Planning with Bank Stock

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

Recorded on September 18, 2024.