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  • FALL CONFERENCE SESSION 4: Innovating the Family Enterprise with a Private Family Trust Company in Today’s Tax Environment

FALL CONFERENCE SESSION 4: Innovating the Family Enterprise with a Private Family Trust Company in Today’s Tax Environment

  • Thursday, October 22, 2020
  • 3:00 PM - 4:30 PM
  • Zoom (Details provided the day prior to the program)

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With the historically high lifetime exemptions, we’re in a window of opportunity for families to plan the transition of family business ownership and wealth across generations. Learn through a case study approach how families have utilized private family trust companies as part of their family enterprise to maintain control of family wealth and keep families together.

Cindy is Founder and President of CLS Consulting, LLC, where she is a consultant and advisor working with high net worth clients, private trust companies and privately held companies to bring creative solutions to complicated estate planning and fiduciary matters. Cindy develops trusting client relationships through her interpersonal skills, strong business judgment, and a sensitive approach to family and business dynamics. In working with clients, she draws on the experience she gained working for families who have: 1) experienced a liquidity event, 2) owned a controlling interest in a publicly-traded company, and 3) operated a privately-held business enterprise.

She co-authored and participated in lobbying efforts to secure passage of the Ohio Family Trust Company Act allowing for both licensed and unlicensed family trust companies in Ohio. Cindy has formed trust companies in Ohio, Wyoming, and South Dakota and has managed trust companies in Ohio, Wyoming, and Delaware.

Prior to her law career, Cindy worked at Procter & Gamble and United Airlines in the sales and marketing arena.

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.

In addition to her significant work with non-profit organizations, Cindy is an active volunteer with American Brittany Rescue having fostered over 25 dogs. Welcome Back Ranch, LLC is Cindy’s personal business venture specializing in boarding retired horses that can no longer be ridden. Her business plan centers on providing high quality care for senior horses to live out their lives in a herd environment on her 85-acre farm in Valley City, OH.


REGISTRATION FEES:

AFHE Members:  $60 per webinar session

Non-Members:  $80 per webinar session


CONTINUING LEGAL EDUCATION CREDITS:

The course is pending approval for CLE credits in Georgia, Illinois and Ohio.





Attorneys for Family-Held Enterprises

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P.O. Box 518
Mount Laurel, NJ, 08054
Phone: 201-591-AFHE (2343)
Fax: 856-727-9504

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