Chicago Partner and Founder Louis S. Harrison will present at an upcoming discussion titled “The Future of the Estate Planning Profession,” taking place on Wednesday, July 23. The session, presented by Shenkman, Interactive Legal, and Peak Trust Company, will examine pivotal developments and emerging challenges that are reshaping the estate planning landscape.
The program will explore:
• the impact of artificial intelligence on estate planning
• the declining relevance of the estate tax for most clients
• increased competition from CPA firms, wealth advisers/financial planners, and online drafting services
• the effect of both new family structures and an aging client base
• increased cybersecurity and malpractice risks
• mental health and addiction issues affecting advisers
• the incredible and growing complexity of the laws we have to address
Louis S. Harrison is joined by Jonathan G. Blattmachr, Editor in Chief and Co-Founder of InterActive Legal; Alan F. Rothschild, Jr., Attorney at Page, Scrantom, Sprouse, Tucker & Ford, P.C. in Atlanta, Georgia; and Martin M. Shenkman, Advisor to InterActive Legal.
Registration details can be found here.
About Interactive Legal
An organization with the primary objective to empower Estate and Elder Law practitioners, enhancing their skills with the same effective practice techniques and knowledge that define the standards of the best lawyers nationwide.
About Shenkman Law
Shenkman Law is a boutique firm focused on the legal needs of high-net-worth individuals, professionals, close business owners, and real estate owners and developers. We provide creative legal solutions to help our clients meet complex or seemingly contradictory personal, business, financial, and tax goals, and we pride ourselves on treating our clients with thoughtful care—just as we would treat members of our own families.
About Peak Trust
Peak Trust Company, a professional trust company, serves estate planners looking for a professional corporate trustee, who want reliable and accessible expertise to help them with their client’s complex trust plans.
