The Future of Estate Planning: Technology is Not the Only Thing Changing
This presentation will take a look at how technology will continue to bring about change but also focus on some other changes that are going on that you might not realize are having, and going to continue to have, an impact on estate planning.
The items covered:
- Impact to practice re: LegalZoom, Rocket Lawyer, NetLaw and other online platforms
- Impact to practice re: Medicare Reimbursement for Advanced Care Planning
- Impact to practice re: Lawyers & Accountants adding Financial Products to their practices
- Impact to practice re: local government greed impacting Special Needs Planning (California Case Study)
- Impact to practice re: Obamacare
Jamie Hargrove is a co-founder and current President/CEO of NetLaw a $12 million private equity backed legal technology company. NetLaw currently has over 100,000 financial reps on its platform resulting from agreements with over 100 different financial services companies. It has newer initiatives in employee benefits (NetBenefit), healthcare (NetLaw MD), philanthropy (NetGift), universities (NetStudent) and real estate (NetRealEstate). Before starting NetLaw, Jamie and his partners had the largest estate planning practice in the country with over 30 estate planning attorneys in 23 states led by former Mayor of Lexington as its then Managing Partner. It was the American Bar Association’s awarding of his firm an innovation award in early 2012 (Best Online Delivery of Legal Services of any Firm of any Discipline in the US) that led to the founding of NetLaw in August of 2012. Jamie continues to handling high net worth estate planning cases out of his Lexington, Louisville and Nashville offices.