Lauren Wolven to Present at 2018 Tri-State Trust Conference

Trusts & Estates Partner Lauren Wolven will be a presenter during the 2018 Tri-State Trust Conference. Lauren’s presentation topic, “Playing with Matches: Avoiding the Trustee Risks You Didn’t Know Existed,” will explore methods to reduce fiduciary risk in common trust transactions.
Trustees are often asked to engage in related party transactions, to make loans to beneficiaries, or to retain closely-held assets and real estate. For a trustee who is not careful, even a seemingly simple act like making a loan to a beneficiary can lead to liability.