Future of the Estate Planning Profession

What is the future of the estate planning profession? What does that mean for your income and your future? Can you adapt and if so how? What are key issues that are transforming the profession and what insights into those forces can be mined to improve your results? Jonathan G. Blattmachr, Alan F. Rothschild, Jr., Louis S. Harrison, and Martin M. Shenkman will explore these critical considerations including: impact of Artificial Intelligence (AI) on estate planning, declining relevance of the estate tax for most clients, increased competition (CPA firms buying law firms, wealth advisers providing increased estate planning advice, online drafting services getting more robust), aging client base and what it means to practice, cybersecurity risks, increased malpractice risk and what practitioners might do, mental health and addiction issues affecting advisers, incredible and growing complexity of the laws we have to address, and more. Speakers: Jonathan G. Blattmachr, Alan F. Rothschild, Jr., Louis S. Harrison, and Martin M. Shenkman