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Wolven Presents in ALI CLE's Estate Planning Program

University of Wisconsin Law School, Madison

June 25, 2015

Trusts & Estates Partner, Lauren Wolven presented during the American Law Institute of Continuing Legal Education's annual summer program on Estate Planning. This event gave an in-depth analysis of significant tax and non-tax aspects of estate planning. Wolven presented on Thursday, June 25th of the week-long program on 'Tricks and Traps of Trusts as Parties to a Loan.'

The country's most experienced practitioners shared strategies, tips, and insights on some of the most complex challenges estate planners encounter, including:

  • Using trust to manage inherited wealth
  • What every domestic estate planner should know about international estate planning
  • Estate planning for digital assets
  • Portability
  • Selecting, educating, and protecting trustees
  • Estate planning with life insurance
  • Assisting elderly and disabled clients with their planning needs
  • Charitable planning from simple

 

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