Lauren Wolven to Present at the 54th Annual Heckerling Institute on Estate Planning

The Heckerling Institute on Estate Planning is the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team.  The program covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, and nonprofit advisors. The Institute is also the home of the nation’s largest exhibit hall dedicated entirely to the estate planning industry. In addition to traditional estate planning topics, the 54th Institute offers guidance on planning effectively in today’s uncertain and unpredictable times. The Recent Developments Panel analyzes the most significant developments of 2019, providing both practical planning tips and a look at what might lie ahead.

Trusts & Estates Partner, Lauren Wolven will be a presenter during The Heckerling Institute on Estate Planning, on topics, "Modern Ethics Issues You Didn’t  See Coming" and, "Hot Topics in Privilege and Ethics Issues."

You Mean I Can’t Bribe the Coach?  Modern Ethics Issues You Didn’t See Coming 

In a fast-paced world with instant communication, changing family structures and privilege issues at every turn, estate planning advisors are throttled with new and surprising ethics issues.  This presentation will address ethics issues in planning for the modern family and practical methods for establishing boundaries.

Fire Cannot Kill A Dragon: Hot Topics in Privilege and Ethics Issues   

Intuition is not enough to get through the ethics minefield in a technological world. This panel will address recent cases and hot topics with respect to protecting privilege and avoiding unforeseen ethics issues.

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