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DTSTART:20230831T200000Z
DTEND:20230831T220000Z
LOCATION:Greater Cincinnati Foundation
UID:2472720230831T200000ZCorporate Transparency Act and Common Law Trusts
DTSTAMP:20260430T054457Z
DESCRIPTION:\nJoin us on Thursday, August 31st at 4:00 PM as we watch and discuss Corporate Transparency Act and Common Law Trusts at the Greater Cincinnati Foundation.\n \n \n \nSession Description:\n \nThe federal government has developed yet another tool to help crack down on money laundering--this time by documenting who owns closely held companies. Private companies that are accustomed to the privacy that state law has afforded them will now have to provide key information to the federal government about who actually owns the companies.\n \n \n \nCommon law trusts aren’t directly subject to the CTA, but the CTA will impact trust administration if a trust holds an interest in an entity that’s subject to the CTA. This potentially includes thousands of trusts that own interests in entities formed in the United States and foreign entities registered to do business in the United States, including closely held businesses, limited liability companies (LLCs) and partnerships.\n \n \n \nThe session will be immediately followed by cocktails and hors d'oeuvres at our Networking Happy Hour.\n \n\n \nWe hope to see you there!\n \n \n \nBoard of Directors, Cincinnati Estate Planning Council\n     \nEvent Details     \nDate:\n \nThurs., Aug. 31, 2023\n \n \n \nTime:\n \n3:45 PM - Registration\n \n4:00 PM - Program\n \n5:00 PM - Happy Hour\n \n6:00 PM - Adjourn\n \n \n \nCost:\n \nMembers - $15.00\n \nNon-Member - $35.00\n     \nLocation:\n \nGreater Cincinnati Foundation\n \n720 E. Pete Rose Way\n \nSuite 120\n \nCincinnati, OH 45202\n \nFREE PARKING!\n \n \n \nDeadline to Register:\n \nMONDAY, August 28th\n \nNote: refunds will not be given for cancellations received after the registration deadline.\n     \nAPPROVED CEU Credits\n \n \n \nCFP\n \nCPA\n \nKY Legal\n   \nPending CEU Credits\n \n \n \nOH Insurance\n \nOH Legal\n     \n\n \n2023-2024 Season Sponsor\n \nWe are proud to welcome the\n \nGreater Cincinnati Foundation back as our season sponsor!\n    [](https://www.gcfdn.org/)       \nAbout the Presenters\n     \nJocelyn Margolin Borowski, JD, LL.M.\n \nFellow\n \nAmerican College of Trust and Estate Counsel\n \n \n \nJocelyn Borowsky is a fellow of the American College of Trust and Estate Counsel, practices in the areas of estate planning, estate and trust administration and fiduciary litigation primarily in Delaware. A large part of her practice involves implementation of sophisticated trusts, trust modification and strategic estate, tax and business planning. She represents fiduciaries and beneficiaries in trust and estate litigation. She also handles tax controversy matters, including estate and gift tax audits by the Internal Revenue Service and state taxing authorities, and serves as an expert witness on Delaware trust law. \n     \nBeth King, JD, LL.M.\n \nManaging Director and President\n \nBrown Brothers Harriman Trust Co.\n \n \n \nBeth King is a Managing Director and President of Brown Brothers Harriman Trust Company of Delaware, N.A. In her role, Beth helps families with their wealth preservation and philanthropic goals, and oversees all aspects of trust administration for the trust company. Beth is a member of the Delaware Bar, is a former chair of the Estates & Trusts Section of the Delaware State Bar Association, and is a member of Delaware’s Trust Act Committee, which helps draft legislative changes to Delaware’s trust law. \n
SUMMARY:Corporate Transparency Act and Common Law Trusts - Cincinnati Estate Planning Council 
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