Tech, Remote Work, and More: What Estate Planners Need to Know Now

Monday April 27, 2020 4:00 pm EDT

Speakers: Jonathan G. Blattmachr, Esq., Barron K. Henley, Esq., Martin M. Shenkman, Esq., and Mary E. Vandenack, Esq.

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Presentation Materials

Course Description

How to work remotely – lots of practical tips from estate planners (with different views and approaches) and a tech expert to help you now.

·How to build an electronic filing system you can rely upon:  paper reduction (not elimination); hardware, software and protocols necessary for less paper and an electronic filing system; methods for remote access to office/electronic files.

·Mobile hardware recommendations for laptop, tablet, etc.: how to determine if you need a file server; what to look for in laptop configurations (a lot has changed in the last 5 years); portable printers, scanners, multifunction options.

·Mobile communications: how hosted VoIP works; web meeting platforms; webcam options and portable video conferencing systems; secure instant messaging; virtual receptionist services; billing and accounting via remote access.

·More self-reliant drafting with: templates, Word’s built-in automation functionality, document assembly, and speech recognition; using case management systems; sign documents remotely.

·Security and protecting client data when working remotely: device encryption, WiFi encryption, home router encryption, password managers, encrypted flash drives and external hard drives, 2FA, required security policies, backup, and privacy issues.

·Cloud concepts: software-as-a-service and hosted servers; how to keep traditional server-based software but have it optionally delivered to you via the web.

·Home workspace: elements for building it out.

To Participate

Join via your computer.  There will be no phone audio for this program. Sorry for any inconvenience this may cause but we are trying to address the bandwidth issues many have had in this remote work environment.

Webinar Speakers

Jonathan G. Blattmachr, Esq., InterActive Legal Founder ^

Jonathan G. Blattmachr has over 35 years of experience in trusts and estates law and is currently a Principal at Pioneer Wealth Partners, LLC. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars.  Mr. Blattmachr writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored eight books and over 500 articles on estate planning topics.  He also co-developed Wealth Transfer Planning™, an InterActive Legal software system published for lawyers that provides specific client advice and automated document assembly for wills, trusts, powers of attorney, and other estate planning documents.

Barron K. Henley, Esq., Affinity Consulting ^

Baron K. Henley, Esq. Barron is an attorney who has over 20 years of experience in legal technology.  After earning his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University, Barron discovered his passion for helping lawyers fix problems within their practice.  Motivated by this goal, together with Paul Unger, Barron founded Henley March & Unger Consulting, Inc. (one of the founding firms of Affinity) in 1998.  Barron’s breadth of knowledge enables him to dive into the details of a firm’s operations.  He is often the lead on Comprehensive Practice Analysis projects for clients that examine all aspects of making a firm more successful: technology, organizational design, process optimization and financial practices.

Martin M. Shenkman, Esq., InterActive Legal Advisor ^

Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City.  His practice concentrates on estate and tax planning, planning for closely held business, and estate administration.  Mr. Shenkman is an author of over 40 books and more than 800 articles.  He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal.  He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels.  Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability.  Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”

Mary E. Vandenack, Esq., Vandenack Weaver LLC ^

Mary Vandenack brings extraordinary energy and focus to her work for clients. A founding member and the firm’s managing partner, Mary is an expert in the interrelated areas of tax, business, real estate, health care, private wealth, estate planning, business succession planning and asset protection planning. Acting as outside legal counsel for closely held businesses in conjunction with the ability to proactively address the legal issues of business owners is an area of special expertise. Mary is an innovator in the integration of technology into the practice of law. Under Vandenack’s guidance, the firm has been on the leading edge of client service and technology. Mary won the American Bar Association James I. Keane Award, presented at Techshow 2015, in recognition of her efforts in the area of e-lawyering.

Webinar Sponsors

CLE Credits

InterActive Legal is not an approved Continuing Education Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

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