In partnership with the Community Foundation of Sarasota County and Manatee Community Foundation, the Southwest Florida Estate Planninc Council has invited our membership to join a Distinguished Speaker Series program this January.
Tuesday, January 21, 2025 – Joint Councils Meeting
Topic: Using and Misusing the Marital Deduction
Speaker: Lauren Wolven
Time:
5:15 p.m. – Registration and Cocktails
6:00 p.m. - Dinner and Opening Remarks
6:15 p.m. – 7:15 p.m. - Program
Location: Michael’s On East
Synopsis: The marital deduction is often taken for granted because it is one of the few areas of estate tax law that has been relatively static for decades. The deduction often has subtleties, however, and sets traps for the unwary. This program will provide a review of the key requirements for and application of the marital deduction and will suggest practical uses for this nuanced tool.
For this program, we are offering 1.0 hour of continuing education for Attorneys, CFPs, CPAs, and Trust Officers.
As a benefit of Charitable Gift Planners of Southwest Florida membership, our members are invited to participate at a discounted rate of $40/CGPSWFL member. Please simply select "CGPSWFL" when completing the registration process. For non-members who would like to register as your guest, a $90 guest registration fee is required. After registering through the Community Foundation of Sarasota County's website, event attendees will receive a separate invoice from the Charitable Gift Planners of Southwest Florida.
For those who participate as a member of multiple organizations, please register as a Southwest Florida Estate Planning Council member if you are active with the SWFEPC.
CGPSWFL Members: Click Here to Register
Registration Deadline: January 17, 2025
A confirmation email from the Community Foundation of Sarasota County will confirm your successful registration for this program. Please note: The Community Foundation of Sarasota County office will be closed Monday, January 20, 2025 (Martin Luther King Jr Day).
ABOUT OUR SPEAKER:
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 a Regent and past Illinois State Chair for ACTEC, Lauren is a frequent lecturer and author on a variety of estate planning and trust administration topics. 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 Atorneys 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 as a member of the Board of Directors of Anti-Cruelty, the Chicago area’s largest animal shelter.
THANK YOU TO OUR PROGRAM SPONSORS:
