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April Business Roundtable: Navigating Legacy - Where do I start?

  • 4 Apr 2024
  • 7:30 AM - 9:00 AM (PDT)
  • Zoom

Registration


Registration is closed

Join us for a highly interactive, monthly Zoom event, facilitated by C-Sweet Members for the C-Sweet community. The C-Sweet Business Roundtable allows you to deepen relationships with other C-Sweet members.


C-Sweet Business Roundtable
We meet for 90 minutes once per month.


Thursday, April 4th

7:30 am PT / 10:30 am ET


Session Format:
7:30 am Welcome & general catch up
7:45 am: Icebreaker and introductions
8:00 am Member presentation begins
8:45 am Needs, Deals and Wants

Program wraps by 9 am sharp!



Navigating Legacy: Where do I start?



Jennifer F. Kuzminski will lead you through a step-by-step framework approach for examining estate administration issues and estate planning.

 

  1. Facing Reality:  A spouse, parent, or business partner has passed away. What just happened?  Where do I begin?
  2. Goal Setting: Examine and plan the road ahead with goalposts.  What is the goal?
  3. Take Aways:  Important take-away information to use in your own planning to avoid unintentional consequences.
  4. Q & A:  Stories, Questions and Answers. 

Gain clarity, set goals, and equip yourself with essential insights to confidently navigate your legacy journey. Don't miss out on this valuable opportunity!



 This event is open to ALL!

Complimentary for C-Sweet members. Non-member tickets - $49




Meet the Speaker


Jennifer Kuzminski 

Trust & Estates Partner at Aronberg Goldghen


Jennifer Kuzminski focuses her practice on wealth preservation, estate planning, estate and trust administration, probate, and estate and gift taxation. Representing families with generational wealth, ultra-high net worth individuals, executives, business owners, and entrepreneurs, she helps clients transform their wants and needs into goals with a plan to achieve them. Jennifer advises clients on income, corporate, estate, gift, and generation-skipping tax considerations and helps business owners plan for the future of their companies.

Jennifer provides a range of estate and tax planning solutions including complex tax planning, charitable gift planning, estate and/or trust administration, and settlement and transfer tax matters, including gift and estate taxation compliance and audit examinations. She works with private equity firms and family offices on gifting strategies, such as gifting business interests prior to a liquidation event and gifting carried interest, to help minimize wealth transfer tax liability.

Prior to joining the firm, Jennifer was a partner in the Trust and Estates Group at HMB Legal Counsel, a well-established, corporate-focused law firm based in Chicago, Illinois. Previously, she worked at a boutique law firm in Chicago, Illinois and at an AmLaw 100 firm in its Chicago, Illinois office, where she drafted complex estate plans for families with net worth exceeding $2 billion.

Jennifer was recognized as one of its “Notable Women Lawyers” in 2024 by Crain’s Chicago Business.


***Check your calendars and join us! All event fees are non-refundable.***


New to C-Sweet?


Are you a female executive at the Board, C-Suite, Director, or Vice President level in a Fortune 1000, middle market, or fast-growth company? C-Sweet is perfect for you.


C-Sweet is a dynamic global community of female executives dedicated to working with each other, as well as uplifting and empowering women in the workplace. Our mission is to create an environment fostering innovation, collaboration, and professional development for women in leadership positions.


Join us today and be part of a powerful movement redefining what it means to be a woman in business.


C-Sweet Members get FREE admission to the Business Roundtable series (+much more!)

Not a member yet? No problem! Click here to become a member TODAY.

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Address:  23823 Malibu Rd #108, Malibu, CA  90265

Email:  CSweetExecs@gmail.com

Call:  818-222-0300


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