Case Summaries CCA 201939002 — Anticipated Merger Must be Considered in Valuing Stock

Steve R. Akers

Oct 09, 2019

CCA 201939002 concluded that an anticipated merger must be considered in valuing publicly-listed stock, but did not address whether hypothetical sellers and buyers should be presumed to have knowledge of merger negotiations in the case of secrecy imposed by law or agreement.

Copyright © Bessemer Trust Company, N.A.  All rights reserved.
This summary reflects the views of Bessemer Trust and is for your general information. The discussion of any estate planning alternatives and other observations herein are not intended as legal or tax advice and do not take into account the particular estate planning objectives, financial situation or needs of individual clients. This summary is based upon information obtained from various sources that Bessemer believes to be reliable, but Bessemer makes no representation or warranty with respect to the accuracy or completeness of such information. Views expressed herein are current opinions only as of the date indicated, and are subject to change without notice. Forecasts may not be realized due to a variety of factors, including changes in law, regulation, interest rates, and inflation.

Steve Akers
Senior Fiduciary Counsel
Steve serves as Chair of the firm’s Estate Planning Committee and works closely with clients in the Southwest Region regarding their estate and trust planning issues.
Ron Aucutt
Senior Fiduciary Counsel
Ron is responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans, and for guiding the firm on fiduciary issues.