Using and Misusing the Marital Deduction

In partnership with the Community Foundation of Sarasota County and Manatee Community Foundation, please join us for a Distinguished Speaker Series program.

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.

SWFEPC 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: