Using and Misusing the Marital Deduction

Date: Wednesday, March 20, 2024
Time: 5:00pm - 7:00pm
Location: The Eddy Hotel, 4626 N Campbell Ave, Tucson, AZ 85718
Speaker: Lauren J. Wolven, Levenfeld Pearlstein

Registration and cocktails 

5:00pm – 5:15pm

Dinner

5:15pm – 6:00pm

Program

6:00pm – 7:00pm

 

RESERVATIONS

by Friday, March 15th

You will be sent a return email confirmation.

 

 

About the Program

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.

 

About the 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 Attorneys 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 The Anti-Cruelty Society.

 

Thank you to our Happy Hour Sponsor 

Thank you to our Speaker Co-Sponsors

  

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