Trust Ethics – Ethical Issues in Planning for the Modern Family

Sessions

In a world where communication is instantaneous, nuclear family and gender definitions are constantly evolving, and drugs once illegal are now in wide and open semi-legal use, estate planning advisors are throttled with new and surprising ethics issues. This presentation will address ethics pitfalls, the importance of cultural awareness and practical methods for establishing boundaries with clients.

SPEAKER:
Lauren J. Wolven 
Partner, Trust & Estates Group 
Levenfeld Pearlstein, LLC