Southwest Florida
Estate Planning Council

Our purpose is to encourage the highest level of professional service in the Estate Planning field.

You Mean I Can't Bribe the Coach? Modern Ethics Issues You Didn't See Coming AND Avoiding the Trustee Risks You Didn't Know Existed - Lauren Wolven

  • Tuesday, September 15, 2020
  • 11:30 AM - 1:45 PM
  • Community Foundation

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

          AND

Avoiding the Trustee Risks You Didn't Know Existed


Registration Deadline: Friday, September 11, 2020
Guest fee is $20.00.
Please submit payment to SWFEPC for all guests.


Event Location:
Webcast via ZOOM


Event Time:
Presentation:  11:30 a.m. - 12:30 a.m.
Break               15 minutes
Presentation:  12:45 p.m. - 1:45 p.m.



Sponsored by:




 

In our first topic of the day, "You Mean I Can't Bribe the Coach? Modern Ethics Issues You didn't See Coming," Lauren explores: In a world where communication is instantaneous, nuclear family and gender definitions are constantly evolving, and drugs once illegal are now in wide and open semi-legal use, estate planning advisors are throttled with new and surprising ethics issues.  This presentation will address ethics pitfalls, the importance of cultural awareness and practical methods for establishing boundaries with clients.


In our second topic of the day, "Avoiding the Trustee Risks You Didn't Know Existed," Lauren will talk about how:  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.


Lauren Wolven is a partner in the Trusts & Estates Group of Levenfeld Pearlstein, LLC in Chicago. She concentrates her practice on estate planning, tax and succession for privately held businesses, charitable planning and fiduciary risk management. A Fellow of the American College of Trust and Estate Counsel, and Illinois State Chair for ACTEC, Lauren is a frequent lecturer and author on a variety of estate planning and trust administration topics. She has co-authored two BNA portfolios, "Estate Planning for Unmarried Adults" and "Managing Litigation Risks of Fiduciaries".


Lauren is a past president of the Chicago Estate Planning Council and a former Board Member of the Illinois Institute for Continuing Legal Education. She was named by Law Bulletin Publishing Company as one of its “40 Under 40” in 2010, has been included in Chambers USA since 2015 and in Best Lawyers since 2012. Lauren has been listed by SuperLawyers as one of the Top 50 Women in Illinois and as one of the Top 100 Attorneys in Illinois. Lauren is a 1996 graduate of Indiana University, and was part of the 3rd class of Wells Scholars. She earned her J.D. from University of Illinois College of Law. Lauren is actively involved with several charitable organizations, including the Arthritis Foundation.





 
 






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