Speaking Engagements / San Diego, CA
Lauren Wolven to Present during FIRMA Risk Management Conference
March 1, 2018
9:15 – 10:15 AM
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.
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