Interpreting Trust Distribution Provisions: A Conversation between a Drafter and an Implementer
Date: Monday, March 16, 2020
Time: 5:30pm - 7:00pm
Location: The Cannery 3803 Toulouse St, New Orleans, LA 70119
Speaker: Liz Ary and Laura Walker Plunkett
Elizabeth M. Ary, Trust and Estate Officer
Liz Ary is a Trust Officer for JPMorgan’s Private Bank in New Orleans who joined the firm in 2009. In her
role, Liz works with families who have named JPMorgan as trustee or executor in their estate plans. While
working closely with her clients’ attorneys and accountants, she involves other specialists on the JP
Morgan team to provide comprehensive wealth management planning that assists clients to meet all of
their financial and wealth planning goals.
She began her banking career with Northern Trust in Naples, Florida. Outside her work for the firm, Liz
serves on the Board as Treasurer of the Louisiana Endowment for the Humanities and is a member of the
Louisiana and Florida Bar Associations and the New Orleans Estate Planning Council. She is married to Bart
Ary and they live in New Orleans.
Juris Doctor • Tulane Law School
Bachelor of Science • Art • University of Wisconsin-Madison
LAURA WALKER PLUNKETT is a member of Stone Pigman Walther Wittmann L.L.C., where she chairs the Firm's wealth advisory practice groups (Trusts and Estates; Nonprofits; and Fiduciary Litigation). She is a Tax Law and an Estate Planning and Administration Specialist, Certified by the Louisiana Board of Legal Specialization. Prior to moving to Louisiana, she practiced in McLean, Virginia with McGuireWoods. She concentrates her practice in the counseling of owners of privately-held businesses and high net worth individuals in their estate, tax and business succession planning and philanthropic endeavors, including private foundations, plus succession administration, including high-stakes fiduciary litigation. Ms. Plunkett is a Fellow in the American College of Trust and Estate Counsel and President of the New Orleans Estate Planning Council. She is a frequent author and speaker.
Add to My Outlook Calendar
Add to My Google Calendar
See Upcoming Event Calendar