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University

Software and Technology Tools for Estate Planners

Run Time
91 Minutes
Presenter(s)
John D. Mabley, Amy N. Morrissey, James C. Worthington, Sr.
Class Type
On-Demand Training
Content Provider
American Law Institute CLE

Price $259.00

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Description

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 • Hardware • 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.
State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved1.50General12/31/2019
AlaskaApproved1.50GeneralOn-going
ArizonaApproved1.50GeneralOn-going
CaliforniaApproved1.50Participatory02/15/2023
ColoradoApproved2.00General12/31/2021
ConnecticutApproved1.50General02/15/2023
FloridaApproved2.00General or Technology03/31/2021
HawaiiApproved1.50General02/15/2020
IdahoApproved1.50General02/14/2024
IllinoisApproved1.50General03/04/2020
KentuckyApproved1.50General06/30/2020
MinnesotaApproved1.50General07/30/2021
MississippiApproved1.50General06/14/2020
MissouriApproved1.80GeneralOn-going
MontanaApproved1.50General12/31/2019
New HampshireApproved1.50General02/15/2021
New JerseyApproved1.50General02/15/2023
New YorkApproved1.50SkillsOn-going
North CarolinaApproved1.50General12/31/2019
North DakotaApproved1.50General02/14/2021
OregonApproved1.00General or Practical Skills06/30/2022
PennsylvaniaApproved1.50General06/30/2021
Rhode IslandApproved1.50General06/30/2020
South CarolinaApproved1.51General12/31/2019
TennesseeApproved1.52General06/30/2020
TexasApproved1.54General05/31/2020
UtahApproved1.50General12/31/2019
VermontApproved1.52GeneralOn-going
VirginiaApproved1.50General10/31/2019
WashingtonApproved1.50General02/15/2023
WisconsinApproved1.50General12/31/2019
WyomingApproved1.50General08/14/2020