Plus Innovations and Strategies for Modern Estate Planning
| Electronic Signatures on Estate-Planning Documents |
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| | DATE:
Tuesday
September 12, 2023 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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The Uniform Law Commission (ULC) authorized the Uniform Electronic Estate Planning Documents Act (UEEPDA) in July 2022 and recommended that it be enacted in all 50 states.
Join us September 12th, where the speakers will examine UEEPDA, what the sample legislation contains, and what it omits. They will also highlight potential for states to pass companion legislation in order to best address the circumstances unique to each state, as well as raise a few questions about the practical ramifications of depending on UEEPDA in everyday practice. |
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| REGISTER | | | | The Role of Artificial Intelligence in the Future of Estate Planning |
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| | DATE:
Wednesday
Septmeber 13, 2023 |
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| | TIME:
11:00 AM ET
8:00 AM PT |
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The capabilities of artificial intelligence (AI) and natural language processing technologies (NPL) are continuing to grow. Estate planning is an area of law that has the potential to be significantly impacted by AI. With AI tools, like ChatGPT, lawyers can quickly create comprehensive estate-planning documents that meet all legal requirements.
Join this September 13th forum to see how AI can save time and money for both lawyers and clients, while also ensuring that clients’ assets are protected and distributed according to their wishes. | | REGISTER | | SPONSORED BY | | | | | | Estate and Custody Planning for Cryptocurrency |
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| | DATE:
Wednesday
Septemver 13, 2023 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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Recent cryptocurrency value fluctuations have left some investors wondering if it’s a safe investment. There have been many newsworthy events leading investors to this question —from the loss of private “keys” to the failure of any number of cryptocurrencies. For those who are diversifying into cryptocurrencies—family offices, individuals, institutional investors—it’s a brave new digital world where caution and careful planning are essential.
Speakers of the September 13th forum will:
Provide an overview of cryptocurrency basics Discuss custody issues and state regulatory solutions Provide some estate-planning considerations for cryptocurrency. | | REGISTER | | | | CLE, CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. | | View Event Calendar and Register | | Not able to attend the live events? | | Archived versions of Trusts & Estates Virtual Forums are available for viewing on-demand following the broadcast. Register today and receive an email with login instructions once the replay is available. |
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