The Santa Fe Estate Planning Council invites you to join
Lauren J. Wolven for our 2019 Annual Seminar

 

Presented by:  Santa Fe Estate Planning Council
Generously sponsored by: The Andrews Group - Merrill Lynch, New York and Zia Trust, Inc.


 

Thursday, October 24, 2019

Registration: 7:45-8:15 a.m.

Seminar: 8:15 a.m. - 12:30 p.m.

La Fonda on the Plaza in Santa Fe

 

Register here.

 

Pricing:

Member Early Bird (through Sept 15) $125
Nonmember Early Bird (through Sept 15) $150
Member, Sept 16 or Later $150
Nonmember, Sept 16 or later $175

 

Registration includes seminar, breakfast onsite and available CLE.

 

Lauren J. Wolven is a partner in the Trusts & Estates Group. 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.

 

Click here for more information about Lauren

 

Modern Solutions to� Modern Problems:� Engagement Letters, Difficult Beneficiaries and LGBTQ Planning

 

Estate planning in the modern age requires advisors to be nimble and forward-thinking.� Liability risks are at every turn in a society that increasingly embraces litigation.� This presentation will cover three hot topics that every advisor should be thinking about:� Engagement letters, dealing with difficult beneficiaries, and planning for LGBTQ persons.

 

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 portion of the presentation will cover recent case law discussing engagement letters, ethics, best practices and tips for mastering the art of the engagement letter. �While this may sound like a dry subject... it's not.� You'll have great takeaways from this part of the presentation ... and more important, the elusive ethics hour!

 

Addiction and mental health issues present significant risks to family well-being and wealth preservation, and recent research suggests higher incidence of these issues within affluent communities. This portion of the presentation will address techniques for navigating special family dynamics where a situation involves individuals who face mental health or substance abuse challenges, autism spectrum and other executive functioning disorders.� Look forward to a dynamic presentation concerning a topic unfortunately too much a part of all of our practices.

 

Lastly, the presentation will cover planning for families with LGBTQ+ persons. Although marriage equality is now recognized in every state, there are still many things we can all learn to better counsel our clients with respect to issues faced by LGBTQ persons. Topics to be addressed include sensitivities when working with families who are or have LGBTQ members, the proper terminology to use, and legal issues that arise with respect to gender transition, international travel, family planning, schools, public accommodations, and sports.� For our unique community, this is a don't miss!

 

 

Thank you to The Andrews Group - Merrill Lynch, New York and Zia Trust, Inc. for generously sponsoring this event. 

 

 

We expect this seminar to sell out quickly. It is recommended that members register early.
Register here.

 

If paying by check, please mail it to:

Santa Fe Estate Planning Council, Inc.
PO Box 1992
Santa Fe, NM 87504

 

Check payable to the Santa Fe Estate Planning Council

 

Please contact Nora Miller with any questions:
nmiller@avalontrust.com or via phone at 505-983-1111

 

The Santa Fe Estate Planning Council, Inc. ("SFEPC") speakers and speakers' written materials are intended to provide current and accurate information about the subject matter covered and are designed to help SFEPC members maintain their professional competence. Nothing contained in SFEPC's speakers' remarks or the speakers' written materials are legal advice or other professional advice. SFEPC members and guests of members are responsible for obtaining advice from their own lawyers or other professional advisors. Speakers and their materials are provided with the understanding that SFEPC does not render any legal, accounting or other professional advice. The information and written materials presented at SFEPC meetings represent the opinions and views of the authors and should not be construed as the views of SFEPC. Any interpretation or application of materials presented by the speakers or contained in their written materials is a matter for the judgment of the individual member (or guest of a member) and SFEPC disclaims all liability therefore.