Brown Bag Lunch - Planning for and Managing the Impaired Beneficiary
Location: Mass School of Law, Andover, MA
Time: 12:00 noon to 1:00 pm
Speaker: Arden O'Connor, Founder O'Connor Professional Group
Topic : Planning for and Managing the Impaired Beneficiary
Addiction and other chronic behavioral health issues present significant risks to family wellbeing and wealth preservation, and recent research suggests higher incidence of these issues within affluent communities. This presentation will address the connection between money and addiction/other behavioral health issues, signs and symptoms of problems and how to develop an estate plan that takes into consideration the staggering likelihood of a trust beneficiary’s potential struggle as well as managing a beneficiary when the problem surfaces.
Arden O’Connor founded the O’Connor Professional Group to address the needs of families and individuals struggling with an array of behavioral health issues, including addiction, mental health disorders, eating disorders, learning, and other developmental challenges. With several relatives in recovery, Arden is passionate about helping families and individuals navigate the highly fragmented treatment system in a way that creates positive outcomes and allows families to heal.
Arden is a graduate of Harvard College and Harvard Business School. She remains heavily involved in community activities, as a board member of Winsor School Corporation, Collaboration for Family Flourishing, Massachusetts Association of Mental Health, and Justice Resource Institute (former chair). Previously, she served as a board member for the Harvard Club of Boston, Victory Programs, and Harvard Business School Alumni Association of Boston. She maintains professional affiliations with the following organizations: Attorneys for Family Held Enterprises, Boston Estate Planning Council, Worthy Circles and Family Firm Institute.
