Estate Planning 2.0: Navigating AI-Driven Solutions
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Join industry expert Ross Bruch as he navigates the cutting-edge intersection of Artificial Intelligence and estate planning. This webinar will delve into the latest developments and policy shifts shaping AI’s role in estate and financial planning. Discover how AI-powered tools can enhance your practice, streamline complex processes, and offer innovative solutions tailored to your clients' needs. Ross will provide a comparative analysis of popular AI services, explore key ethical and compliance challenges, and guide you in formulating strategic AI queries to elevate your planning approach. Don’t miss this opportunity to stay ahead in the evolving landscape of estate planning.
- Participants will gain historical perspective on how Artificial Intelligence has become a powerful and useful tool to planners.
- Participants will learn how to design practical AI inquiries to assist with daily tasks and larger projects.
- Participants will understand some of the ethical and compliance concerns firms have for their planners using artificial intelligence.
Ross E. Bruch, Esq.
Managing Director, Senior Wealth Planner
Brown Brothers Harriman & Co.
Ross advises individuals and business owners on the preservation, growth, and transfer of wealth. Prior to joining Brown Brothers Harriman & Co. in 2017, Ross was in private legal practice, where he focused on estate and gift tax planning, tax-exempt organizations, and closely held business succession planning. Ross recently obtained a master's degree in applied positive psychology from the University of Pennsylvania. Additionally, he received his B.A. from the University of Pennsylvania, where he graduated cum laude, an LL.M. in taxation from the Temple University Beasley School of Law, and a J.D. from the University of Pennsylvania Law School.
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