Chapter Meeting - The Ohio Family Trust Company Opportunity

Date: Thursday, May 2, 2019
Time: 4:15pm - 7:00pm
Location: Cincinnati Museum Center
Speaker: Cindy L. Steeb, MBA, JD
CEPC logo
 
 
Event Details
Date:  
Thursday, May 2, 2019
 
Time:  
4:00 PM - Registration
4:15 PM - Program
5:45 PM - Networking
& Happy Hour
7:00 PM - Adjourn
 
Location:  
Cincinnati Museum Center
Newsreel Room
1301 Western Ave.
Cincinnati, OH 45203
 
Fees:  
Members - $35
Non-Members - $65
 
Deadline to Register:
Tuesday, April 30, 2019
Note: refunds will not be given for cancellations received after the deadline. No shows will be billed.
 
 
If you have trouble registering online, please contact Misty at 513-554-3074 or email at cincycouncil@gmail.com
Continuing Education Credits
Credits Approved:
CFP
CPA
KY Insurance
KY Legal
OH Legal
OH Insurance
 
We invite you to join us for our Quarterly Chapter Meeting on 
Thursday, May 2nd at the Cincinnati Museum Center at 4:15 p.m.  
 
After the presentation we will have Drinks with the Dinosaurs and guests will have the opportunity to sign up for a Pterodactyl Virtual Reality Experience for FREE!
 
We look forward to seeing you there,
 
Board of Directors
Cincinnati Estate Planning Council
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 L. Steeb, MBA, JD
President & Founder
CLS Consulting, LLC
 
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.
THANK YOU TO OUR SPONSORS
2018-2019 Season Sponsor
Hospitality Sponsor
 

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