The Ohio Family Trust Company Act in Review sponsored by The Cleveland Foundation
Please arrive at 11:30 am for networking time in advance of lunch.
About the Program
The Ohio Family Trust Company Act – a unique shareholder transition solution for families and family businesses built around the family’s personal philosophies. With the 2016 passage of the Ohio Family Trust Company Act, Ohio is one of a small number of states with statutes allowing for both licensed and unlicensed family trust companies. If working with clients interested in passing a family business or other assets across successive generations, a family trust company may be the permanent trustee solution while allowing for continued family involvement. Join us to learn about the history of family trust companies, details on Ohio’s statute, and how to identify your clients that could benefit from establishing an Ohio family trust company.
About the Speaker
Cindy is Founder and President of CLS Consulting, LLC, where she is a consultant in the family office and family trust company arenas. In working with clients, she draws on the experience she gained working for three single-family offices where she had increasing responsibility. She co-authored and participated in lobbying efforts to secure passage of the Ohio Family Trust Company Act. Cindy has been involved in forming and/or managing trust companies in Delaware, Ohio, Wyoming, and South Dakota. In addition, she is Chair of the Board of Biltmore Trust Company, a public trust company chartered in South Dakota. Cindy received her J.D., magna cum laude, from Cleveland-Marshall College of Law. She is admitted to practice law in Ohio, Florida (inactive), Wyoming (inactive), and South Dakota. Her Bachelor of Arts degree is in Business Economics from the College of Wooster where she graduated With Honors and Phi Beta Kappa. She also has a Master of Business Administration with a Marketing Concentration from DePaul University where she graduated With Distinction. Cindy has served on six non-profit boards as well as numerous committees. In addition, Cindy is an active volunteer with American Brittany Rescue having fostered over 25 dogs.
Elaine B. Eisner │ 2017-2018 Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $25 for members when paid in advance before noon 04/09/18, $40 for members at the door, $40 for guests, and $200 for a table of six (please submit names to firstname.lastname@example.org by 04/06/18). If you reserve and are unable to attend, please call the office to cancel by noon 04/09/18 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders and from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit. EPC Cleveland will also request credit from the Ohio Department of Insurance. A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.
To Reserve, click "Register Now" below.
EPC Cleveland is grateful for the support of our sponsor: