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 comprehensive 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.
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
• E-mail encryption (including ABA ethics opinions)
This is an audio-only presentation. Corresponding PPT files (if available) can be downloaded from the documents tab on the My Classes page in LNU.
See CLE State Accreditation for credit details.
If you are licensed in New York, this content is appropriate for both newly admitted and experienced New York attorneys. Although, this content is appropriate for all New York attorneys, newly admitted attorneys cannot earn CLE credit for the completion of the course when presented via on-demand.