Tax, Business, and Estate Planning Forum: Private Trusts

Conference Room Discussion
  • 9/11/2019
  • North Canton, OH
  • Hosting Sponsoring

The CLA Tax, Business, and Estate Planning Forum presents timely topics throughout the year on estate planning, while additionally providing opportunities for networking with local peers. During this session, Cindy Steeb from JD-CLS Consulting LLC will define private trust companies (PTC) and offer guidance on how to use one, the role of trustees, various governance structures, suitable states for chartering a PTC, and things to consider when establishing PTC services.

At the end of this session, you will be able to:

  • Identify the fundamentals of forming a private trust
  • Recognize what differentiates the structure from other trust and SEC registration
  • Identify the role of the PTC in supporting the family enterprise governance and best practices

Who should attend

This session is designed for attorneys, accountants, trustees, and financial planners.

Schedule

7:30 – 7:45 a.m. — Registration and breakfast
7:45 – 9:15 a.m. — Session

Location

Walsh University Barrette Center
2020 East Maple Street
North Canton, Ohio 44721

Please register by September 04, 2019.

Fee

$25

Please mail a check to the CLA Canton office, or pay on the day of the event.

CPE

Recommended CPE: 1.5 credits, taxes
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Live

View CPE sponsorship information.

For more information:

  • Crystal Marstrell
  • Accountant
  • CLA Canton