Tales From the Crypt: So How Did That Trust Amendment (or Power of Appointment Exercise) Work Out For You?

Date: Wednesday, November 8, 2017
Time: 5:15pm - 7:30pm
Location: Arizona Inn, 2200 E. Elm Street
Speaker: Lauren Garner, Jaburg & Wilk, P.C., Phoenix, AZ

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Registration and cocktails

5:15pm – 5:45pm

Dinner

5:45pm – 6:30pm

Program

6:30pm – 7:30pm

 

RESERVATIONS

Register below by Friday, Nov. 3rd

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Once the handout for this program has been made available to us, you will be able to access it below.

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About the speaker

Lauren Garner is a partner with the law firm of Jaburg Wilk, P.C.  She was admitted to the Florida Bar in May, 1982 and to the Arizona Bar in May, 1999. Her practice emphasizes probate and trust litigation and mediation as well as guardianships and conservatorships.  Lauren is a Judge Pro Tem for Maricopa County Superior Court in the Probate and Mental Health Division.  Lauren is an Adjunct Professor at the Sandra Day O’Connor School of Law at ASU.  Lauren is a Fellow of the American College of Trust and Estate Council (ACTEC).  She is a member of the Executive Council of the Probate and Trust Section of the State Bar of Arizona (2006 to present) (Chair 2008-2009), and a former member of both the Executive Council for the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona (2011 to 2014) and of the Estate Planning and Probate Section of the Maricopa County Bar Association (2005-2007) (Chair 2007).  Lauren was certified as a mediator in Florida and serves as a mediator and settlement judge for the Maricopa Superior Court Probate Division. 

Before moving to Arizona, Lauren practiced law for 17 years in Miami, Florida in the areas of probate/guardianship, commercial litigation and mediation.  She received her B.A. in 1979 from Smith College and her J.D. in 1981 from the University of Florida College of Law. She is a frequent speaker on probate and trust litigation topics, including mediation and ways to avoid probate and trust litigation.

About the program

This presentation will discuss a few of the areas that regularly show up and/or fuel probate litigation including amendments to irrevocable documents; improper exercises of powers of appointment and documenting circumstances surrounding codicils and trust amendments that are likely to be contested.  

Related Document(s):

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