Northern Trust Advisor Forum 2026

Lauren Wolven will be presenting “Planning Strategies for Art and Collectibles” on September 18 at Northern Trust’s Advisor Forum 2026. During this panel discussion, Lauren will share insights into the estate, tax, and succession planning considerations that accompany valuable art collections and collectibles. She and her fellow panelists will explore strategies designed to help collectors achieve their goals, whether preserving a collection for future generations, minimizing estate tax exposure, supporting philanthropic objectives, or creating liquidity for heirs.

The session will also examine practical planning techniques, including family communication strategies, trust and gifting structures, lifetime versus testamentary transfers, and charitable solutions for the long-term stewardship of collections. Attendees will gain actionable guidance on balancing tax efficiency, family dynamics, and legacy planning to help ensure art and collectibles are transferred in a manner consistent with a collector’s wishes.