Women’s roles in society and within the family have shifted dramatically over the past several generations and women have more earning power than ever before.  It’s estimated that at some point, 9 out of 10 of women will make financial decisions on their own, either because they have been widowed or divorced or because they never married.  And the fact that women tend to live longer than men means that it is often women who are faced with the task of estate administration and planning yet the majority of Americans don’t have a will or other plans.  Proper planning not only ensures financial stability during your lifetime, but also allows you to distribute your assets in the manner you choose after your lifetime.  Whether you are a woman who is married or single—with $10,000 or $1 million dollars—planning for your long-term legal and financial future is essential to your loved ones’ well-being and your own peace of mind. Join us for these informative sessions designed specifically for women of all ages and in all stages of their lives.


Session Schedule

Session recordings are now available to view.

Tuesday, Feb. 23
6:30pm - 7:30pm CST
Session one of the series Smart Planning for Smart Women

Eileen Bamberger Lawrence ’99 will walk you through the key documents that make up a complete estate plan. She will also discuss assets that pass outside of an individual’s will, such as life insurance and retirement accounts, and when you need to review and revise your documents.

Wednesday, Feb. 24
6:30pm - 7:30pm CST
Session two of the series Smart Planning for Smart Women

Estate planning is an important—and sometimes emotional—process which provides direction on how to handle your assets at the end of life. Through this process, many people choose to include charitable contributions to support causes and organizations important to them. In this session, Marjorie Stripling Schultz ’70 will explore several charitable giving options in order for you to decide which one is more beneficial to you, your heirs, and the organizations you wish to support.

Wednesday, Feb. 24
7:30pm - 8:30pm CST
Session three of the series Smart Planning for Smart Women

When a person can no longer make or communicate safe or sound decisions about his/her person and/or property due to the effects of aging, disease or injury, guardianship is sometimes needed. A guardianship is a legal relationship created by the court to allow the appointment of someone (the guardian) to be responsible for decision-making for someone else (the ward). In this session, Ellen Stewart ’93 will use real-life scenarios to walk you through the legal guardianship process of an incapacitated parent or adult child and help you avoid procedural traps.

Thursday, Feb. 25
11:30am - 12:30pm CST
Session four of the series Smart Planning for Smart Women For most people, dying without an estate plan means burdening loved ones with added inconvenience, delay, and expense. For unmarried and same-sex couples, however, dying without an estate plan can spell disaster. This session with Marjorie Stripling Schultz ’70 will discuss how to plan to protect your loved ones.


Speakers

  • Eileen Bamberger Lawrence ’99

    Eileen Bamberger Lawrence ’99

    Eileen Lawrence has over thirteen years of legal experience in public and private practice. She began her legal career as a federal law clerk to then-Chief Judge A. Joe Fish of the Northern District of Texas. Following her clerkship, she was an associate with Vinson and Elkins in Dallas and Womble Carlyle in Raleigh, North Carolina, an assistant professor at the University of North Carolina School of Government, and an assistant city attorney with the City of Dallas. Eileen opened her own estate planning firm in 2020.

    Eileen is also a native Austinite and a proud Texan. She graduated from the Liberal Arts Academy (now LASA) at Johnston High School in Austin, earned a bachelor’s degree in music from Southwestern University in Georgetown, Texas, and earned her law degree from Southern Methodist University, where she served as the Editor-in-Chief of the SMU Law Review. In her free time, Eileen enjoys spending time with her husband and her two girls, as well as writing poetry, playing the piano, and singing.

  • Marjorie Stripling Schultz ’70

    Marjorie Stripling Schultz ’70

    Ms. Schultz is a 1970 magna cum laude graduate of Southwestern University and she received her law degree from Duke University with honors in 1980. She is well recognized for her work in estate planning with special emphasis in the area of charitable giving and has lectured extensively at national and state forums. She is also Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. She is past president of the Planned Giving Council of Houston, former member of the Board of Trustees of Southwestern University and former member of the Board of Directors of the National Committee on Planned Giving. She is also a Fellow of the American College of Trust and Estate Counsel.

  • Ellen Stewart ’93, P’20

    Ellen Stewart ’93, P’20

    Ellen’s practice areas range from guardianship, probate, fiduciary litigation to estate planning. She has a depth of litigation experience gained from her work representing individual and corporate clients in commercial and insurance litigation. Her practice encompasses all aspects of guardianship and estate/trust administration by representing executors, trustees, heirs, beneficiaries, and creditors, in routine estate administrations as well as complex and contested matters. Ellen has written and presented various CLE materials on probate estate administration and guardianship.

    Ellen Stewart also works on pro bono with Family Eldercare and Volunteer Legal Services involving estate planning, probate, and guardianship. Her volunteer work also includes serving on the Texas Wellness Conference Planning Committee (2006), serving on the board of directors for the ABA Estate Planning and Probate Section. 

    Outside of the legal community, Ellen has served as an advisor to college students at Southwestern University and Texas State University. Ellen previously served as the local president of the Greater Austin Alumni Association of Southwestern University from 2007-09 and still participates in the local alumni events. Ellen and her family reside in Austin, where both of her children graduated from AISD. And her daughter is a graduate of the Southwestern University Class of 2020. Ellen and her family are members of St. Theresa Catholic Church and former members of St. Thomas More Catholic Church.