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DTSTART:20240918T190000Z
DTEND:20240918T200000Z
LOCATION:Virtual
UID:2654020240918T190000ZAEP® and EPLS Forum<br>What You Need to Know Now About the Corporate Transparency Act
DTSTAMP:20260429T115909Z
DESCRIPTION:\nThis event takes places from 3:00 pm ET - 4:00 pm ET.\nActive Accredited Estate Planner designees and Estate Planning Law Specialist Certificants only, please.\n \n\nAbout the Forum\nThe Corporate Transparency Act (CTA) which went into effect on January 1, 2024, is far-reaching and may impact more than 30,000,000 private businesses. The CTA requires certain business entitites to report the personal information of all beneficial owners to the Financial Crimes Enforcement Network (FinCEN). Put simply, the CTA functions as a comprehensive business ownership reporting mechanism that requires most private companies to disclose personal information of company owners and those who control the company. This presentation will cover the key facts of the CTA and how to navigate its challenges including whether a company is subject to the CTA and, if so, how to identify beneficial owners, company applicants and what information and documentation must be filed with FinCEN and when. \n \nAttendees will be provided a PowerPoint presentation and program outline.\n \nAbout our Presenters\n \n\n \nJocelyn Margolin Borowsky is a partner with Duane Morris LLP in Wilmington, Delaware, where she practices in the areas of estate planning, estate and trust administration and fiduciary litigation in Delaware, New Jersey, and Pennsylvania. A large part of her practice involves the review of clients’ overall estate plans, preparation of wills, and revocable trusts, and where appropriate, implementation of sophisticated trusts such as lifetime spousal access trusts, asset protection trusts, life insurance trusts, and dynasty trusts. Ms. Borowsky also works with closely held family businesses and professionals on issues involving strategic tax and business planning, the use of captive insurance and the creation of private family foundations and represents executives of publicly traded companies and shareholders of privately held companies going public. She also advises clients as to whether a company is subject to the CTA and helps them through the filing process. Ms. Borowsky is a fellow of the American College of Trust and Estate Counsel (ACTEC).\n \n\n \nElizabeth King is a Principal and the President of BBH’s Delaware Trust Company in Wilmington, Delaware. As such she leads the firm’s global trusts and estate business and advises domestic and international clients on all aspects of trust structuring, family governance, and philanthropy. Ms. King serves on the Board of Directors of BBH’s Delaware and New York trust companies, and as the Chair of the Trust & Investment Committee, she is responsible for overseeing ongoing administration of clients’ structures. Ms. King is an active member of the Delaware Bar and was the former chair of the Estates & Trusts Section of the Delaware State Bar Association. She is a member of the Trust Act Committee which is responsible for drafting legislative changes to Delaware’s trust law. \n \nContinuing Education Credit\n ​Attending the entire program qualifies for one hour of continuing education credit for your Accredited Estate Planner® designation.\n \nA recording of this session will be available following the program in the private AEP®  Portal.\n
SUMMARY:AEP® and EPLS Forum<br>What You Need to Know Now About the Corporate Transparency Act - Council / Member Registration Website 
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