Last year saw many developments in technology that effects trusts and estates areas, and a plethora of information about these developments were made available online. Many online practice tools and commentaries on trust and estate planning were made available last year, such as updated charts published by Steve Oshins on state rankings for dynasty trusts, trust decanting, and domestic asset protection trusts. Additionally, many resources on tips for more effective uses of email, Microsoft Office programs, and use of technology in trust and estate practice were made available. There were also many practitioner helpful mobile phone and Mac apps released last year, such as apps that allow computer files to be synched and stored with mobile devices. Links to informative resources on the online practice tools discussed and many more can be found here.
See Donald Kelley, Recent Developments in Tech Resources for the Trusts and Estates Practice, Part 1, Wealth Management, Jan. 13, 2015.
Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.
