Hosted by the National Association of Estate Planners & Councils (NAEPC), this complimentary webinar will explore how family dynamics can influence estate planning conversations and decision-making, particularly during times of transition. Estate planning decisions are shaped not only by legal and financial structures, but also by family relationships, emotions, shifting roles, and unspoken expectations.

Participants will gain practical strategies to navigate complex family interactions, maintain professional clarity, and help guide families toward thoughtful, durable planning outcomes while preserving advisor neutrality and effectiveness.

This session will be presented by Arden O’Connor and Diana Clark, JD, MA, nationally recognized experts in behavioral health, family systems, and family dynamics with extensive experience advising families, family offices, and wealth advisors.

Arden O’Connor is the founder of Intent Clinical, a concierge behavioral health firm that provides expert guidance and tailored support to individuals and families navigating complex behavioral health challenges. A graduate of Harvard College and Harvard Business School, Arden is a nationally recognized speaker and thought leader at the intersection of behavioral health and wealth management, advising private wealth advisors, law firms, and family offices on best practices for supporting families through mental health, addiction, aging care, and other complex life challenges.

Diana Clark, JD, MA, is President of Intent Clinical and a nationally recognized expert in family systems, behavioral health, and family recovery. With more than 20 years of experience, she has helped thousands of families navigate complex mental health, substance use, and relational challenges. Diana is a sought-after speaker on family resilience, communication, and long-term well-being, and she leads Intent Clinical’s concierge behavioral health services for high-net-worth individuals and families.

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