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Lauren Wolven to Present in WealthCounsel’s Advanced Estate Planning Summit

Event Date

July 16, 2020

Event Time

11:00 AM - 6:00 PM, ET

Read Time

1 minute


Trusts & Estates Partner Lauren Wolven will be a presenter in WealthCounsel's Advanced Estate Planning Summit. Lauren will present on topic, "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.

Gain new insight and legal strategies for your estate planning practice from some of the most prestigious experts in the field at WealthCounsel’s Advanced Estate Planning Summit.


For more information and registration, please click here.

Filed under: Trusts & Estates

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