27th Annual Professional Advisors Seminar         

 

 

Incentive Trusts and Planning Across Generations

Nearly 250 attendees enjoyed an informative, entertaining presentation from our speaker Lauren J. Wolven. Lauren presented a wide range of subjects in an organized way and shared many concepts that may have not otherwise been considered when doing an estate plan. As she so aptly put it, "Times have changed from 100 years ago and our planning has to be effective now and in 100 years from now".


Lauren is a Fellow of the estate planning organization, the American College of Trust and Estate Counsel (ACTEC), where she is also the State Chair for Illinois. A frequent lecturer and author on a variety of estate planning and trust administration topics, Lauren is the co-author of two BNA portfolios, “Estate Planning for Unmarried Adults” and “Managing Litigation Risks of Fiduciaries,” part of BNA’s Tax Management Portfolio series. Her speaking engagements have included presentations for the nation’s largest estate planning seminar, the Heckerling Institute on Estate Planning.

Lauren’s mentor in the field of estate planning once told her to never let a client leave a legacy of ill will. Money does not come with instructions, but there is a fine line between providing guidance and controlling from the grave. This presentation will look at tips for crafting estate plans that will withstand the constantly changing laws and societal norms that impact inheritance and legacy. 

 

Incentive Trusts and Planning Across Generations

Wednesday, September 21, 2022

Dallas Westin Galleria

 
We are happy to again recognize Meadows Collier as the 2022 Primary Underwriter
 
 
 

Platinum Sponsors

www.frostbank.com
 
heritage auctions
 
hklaw.com
 

 

 

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Dallas Jewish Community Foundation
Byrna & Joe Funk Family
Philanthropy Center
12700 Hillcrest Road, Suite 201
Dallas, Texas 75230

E-mail: info@djcf.org
Phone: (214) 615-9351
Fax: (214) 363-5942