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Cindy Steeb

Cindy Steeb

CEO & Founder of CLS Legacy Team, LLC; expert in private family trust companies and ultra-high-net-worth estate planning with 25+ years of experience.

Jul 9, 2026

11:51
By
11:51
the time that generation passes and it starts to split for their children, and what people start to realize is it all centers around that trustee and that trustee's succession of Wouldn't we be better if this is a family that wants to stick together? Well, we all have the trust.
12:10
We're all in the trust structure.
12:12
If we align around the same trustee, it's a way of keeping the family together.
12:18
It's even more important if there's the family business involved.
12:21
Who is the voice for the family business? Who is making decisions as shareholders of the family businesses? And if you start thinking by the third generation and the trustee splits, how many beneficiaries involved in even what their perspective is before you think about the trustee or spousal influence.
12:43
And they're all over the country, usually by the third generation.

9 MINS LATER

22:16
those next generations well when you have like you said all this dispersed who's who's the trustee for this one and that one you don't have much control over that

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