HOW TO MAKE ARTIFICIAL INTELLIGENCE WORK FOR YOU
MANY THANKS TO OUR SPONSOR: BROWN BROTHERS HARRIMAN TRUST COMPANY OF DELAWARE, N.A.
Over the next decade Generative Artificial Intelligence will become as fundamental to estate and financial planning practices as Email and the Internet have been over the last 25 years. Ross Bruch’s presentation will cover AI terminology you need to know, current AI usage, the ABA formal opinion on use of Generative AI by attorneys, compliance for Financial Advisors, predictions on how AI may change Estate and Financial Planning over the next ten years taking note of professional services that will be vulnerable to AI take-over and how we should use AI for help with better prompts.
Ross Bruch is a Senior Wealth Planner in the Philadelphia office of Brown Brothers Harriman. He works with and advises successful individuals and business owners on the preservation, growth, and transfer of wealth. Prior to joining the firm, Ross was in private legal practice at a large Philadelphia law firm, where he focused on estate and gift tax planning, tax-exempt organizations, and closely held business succession planning. Ross received a B.A. cum laude and an M.S. in applied positive psychology from the University of Pennsylvania, an LL.M. in taxation from the Temple University Beasley School of Law, and a J.D. from the University of Pennsylvania Law School.
CLE and CPE credit forms will be available for this presentation.
