May Program Meeting
Thank you to our sponsor!
Topic: There’s a Monster Under My Bed: Story Time With the Model Rules
Learning from the mistakes of those that have gone before us is helpful but can also be fun. Never underestimate the creative abilities of an estate planner stuck between a rock and a hard place. This session will examine recent ethics cases to highlight places where planners can be more careful not to get caught in an ethics quagmire.
Speaker: Lauren J. Wolven
Lauren Wolven is a partner in the Trusts & Estates Group, a member of the firm's Executive Committee, and chair of the firm's Professional Development Committee. She concentrates her practice on estate planning, representing corporate fiduciaries, tax and succession planning for privately held businesses, and trust and estate administration and litigation. In addition, Lauren works extensively with foundations and other charitable organizations with respect to administration, tax and planning issues.
Lauren is a Fellow of the estate planning organization, the American College of Trust and Estate Counsel (ACTEC), where she is also a Regent and the State Chair for Illinois. ACTEC membership is based on professional reputation, expertise in the fields of trusts and estates and on the basis of having made substantial contributions to these fields through lecturing, writing, teaching, and bar activities.
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. Click here to read more.
RSVP must be received by 12:00 p.m. on Wednesday, April 30, 2025. Registration will close at this time.
Submitting an RSVP for this event implies your agreement to the following COVID-19 policy.
Dinner Menu
SALAD
ENTREE
DESSERT
Schedule
- 5:00 p.m. Networking
- 6:00 p.m. Dinner
- 6:20 p.m. Announcements
- 6:30 p.m. Program
- 7:30 p.m. Program Concludes
Thank you to our sponsor!
Attendees understand and agree that their contact information may be shared with the event sponsor(s).
EVENT CONDUCT STATEMENT
The Central Arizona Estate Planning Council (“CAEPC”) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable. These events include but are not limited to: educational programs and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of CAEPC. Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation. Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately. In keeping with our commitment to the health and safety of all participants, those who feel ill are asked not to attend in-person events or face to face activities. In the event that a participate feels unwell mid-conference, he/she/they are asked to refrain from attending any portion of the conference that includes face to face activities.
Attending without a reservation? Please read this.
