Skip to main content

Speaking Engagements / San Diego, CA

Lauren Wolven to Present during FIRMA Risk Management Conference


March 1, 2018

Event Time

9:15 – 10:15 AM

Read Time

1 minute


Trusts & Estates Partner Lauren Wolven will be a presenter at the Fiduciary & Investment Risk Management Association's (FIRMA) 32nd National Risk Management Training Conference. Lauren will be a presenter during a breakout session titled, “Playing with Matches: Avoiding the Trustee Risks You Didn’t Know Existed.

Trustees often are asked to engage in loans to related parties or beneficiaries and other transactions with related trusts, 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. This session will explore the complexities added by directed trust statutes and will examine methods to reduce fiduciary risk in common trust transactions.


For more information, please click here.

Filed under: Trusts & Estates

April 13, 2022

Adam Garber to Present at the Chicago Estate Planning Council Workshop on Post-Death Tax Liability

Read More

November 04, 2021

Suzanne Shier to Present at Chicago Estate Planning Council Virtual Workshop

Read More