This CLE program will discuss how estate planners can use technology, sometimes in creative ways, to enhance their practice, add efficiencies and cost savings, and provide better protection from problems. How can document generation software enable you to create more robust documents at less cost and permit you to provide better service and planning to your clients. How can you adapt common tools such as calendar and billing systems to provide better communication with your clients, and better records to safeguard you as the practitioner? How may artificial intelligence change estate planning? How to use web meetings to make planning easier for elderly or infirm clients and to foster a collaborative team effort of advisers? This CLE Program will explore technology, practical practice management ideas, document retention policies, email retention policies and much more

*This course qualifies as a Transitional course but can only be taken by Newly Admitted attorneys in NY that have a special exemption from the requirement that skills and ethics credits be taken in an approved live format. This course can be taken by all Experienced NY attorneys.