Lauren Wolven to Present at the 53rd Annual Heckerling Institute on Estate Planning Conference

The Heckerling Institute on Estate Planning is the leading educational conference for all members of the estate planning team, including attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and nonprofit advisors. In addition to providing the highest quality educational programming, the Institute offers unparalleled networking and professional development opportunities and the nation’s largest exhibit hall dedicated to the estate planning industry.

The 53rd Institute offers practical guidance on today’s most important tax and non-tax planning issues, including the planning challenges and opportunities presented by the 2017 Tax Act. It will also offer valuable insights and innovative ideas for planning effectively in what remains an uncertain and unpredictable political and economic environment. Attendees can benefit from programs covering a wide range of advanced level planning topics, or can customize their educational experience with one of our specialized program tracks to expand their expertise in today’s fastest growing practice areas.

Trusts & Estates Partner Lauren Wolven will be a presenter on Thursday, January 17th on topic, “Greasing the Squeaky Wheel: Methods for Managing Difficult Beneficiaries.” This presentation will address techniques for working with beneficiaries who face mental health or substance abuse challenges, autism spectrum and other executive functioning disorders.

Lauren Wolven will also be a presenter on Friday, January 18th on topic, “Living in a Statistical Universe: Embracing the Art and Ethics of the Engagement Letter.” Engagement letters are a part of life for most estate planning attorneys, CPAs and financial advisors. Even trust and estate professionals within financial institutions need to establish an initial connection and rules for beneficiaries. This session will cover recent case law discussing engagement letters, ethics, best practices and tips for mastering the art of the engagement letter.

 For more information and registration, please click here.