CLE on Using Technology to Meet the Challenges of Today’s Trust & Estate Practice

The American Law Institute Continuing Legal Education (ALI CLE) is presenting a CLE entitled, Using Technology to Meet the Challenges of Today’s Trust & Estate Practice, Wednesday November 12, 2014, 12:30 – 2:00pm Eastern, online and by phone. Here is why you should attend:

The complexity of an estate planning practice places great demands on your time and your intellect. What are some of the best technological tools that estate planners can use today?

Technology offers time saving benefits of not repeating mindlessly similar computations, and prevents math errors. Join Fellows of the American College of Trust and Estate Counsel for a scintillating discussion of the latest developments in technology for estate planning.

Faculty will discuss:

• the great and not so great of Document Assembly Engine (DAE) solutions
• suggested sites for commercial spreadsheets and information on preparing your own
• tips for producing client diagrams and flowcharts
• iPad and iPhone apps for trust and estate practitioners
• free web site resources from The American College of Trust and Estate Counsel (ACTEC) and the ABA Real Property, Probate and Trust Law (RPTE) Section
• research and other resources on the Internet for trust and estate practitioners