CLE on Software and Technology Tools for Estate Planners

The American Law Institute is holding a conference entitled, Software and Technology Tools for Estate Planners, which will take place on Thursday, February 15, 2018, via telephone seminar and audio webcast. Provided below is a description of the event:

Why You Should Attend

The complexity of an estate planning practice places great demands on your time and your intellect. Solo and small-firm practitioners may feel especially hard-pressed to provide competent planning documents absent some technological assistance.

How do you leverage technology to make sure you provide clients with high quality advice and planning? Hear savvy solo and small-firm estate planners share their experiences with cutting-edge software and technology and get tips to improve your practice.

What You Will Learn

Faculty will discuss technological products that enhance their productivity as well as improve the quality of their representation, including:

Document assembly

Practice Management

Cloud storage (including ethical considerations)

Presentation tools

Hardware

e-mail encryption (including ABA ethics opinions)

Have a question for the faculty? Send your questions to tsquestions@ali-cle.org. Questions submitted during the program will be answered live by the faculty. In addition, all registrants will receive a set of downloadable course materials to accompany the program.

Who Should Attend

Attorneys who practice in the fields of elder law and estate planning will benefit from this accredited ALI CLE program on Software and Technology Tools for Estate Planners.