Skip to content
Announcing: Mary Vandenack and her team are now the Omaha office of DUGGAN BERTSCH.
Omaha attorneys can still be reached via direct lines or 402-504-1300.
Vandenack Weaver
  • The Firm
    • Careers
  • Practice Areas
    • Asset Protection
    • Business Services
    • Legal Issues of Aging
    • Estate and Legacy Planning
    • Healthcare Law
    • Mental Health and Professional Licensing
    • Real Estate Law
    • Tax Strategies and Transactions
  • Our Team
    • DUGGAN BERTSCH OMAHA Attorneys
      • Mary Vandenack
      • Benjamin Barrett
      • Charles Garman
      • Janae Hofer
      • Bethanie Rames
      • Olivia Steffensen
      • Joe Vandenack
    • DUGGAN BERTSCH OMAHA Professional Staff
      • Bev Branchaud
      • Ember Davis
      • Elizabeth King
      • Emma Wagner
      • Lisa Zale
  • Thought Leadership
    • Firm News
    • Blogs
    • Podcasts
      • Business Exit Strategies
      • General Business
      • Business Entities – Estate Planning
      • Concierge Services
      • Elder Law
      • Foundational Estate Planning
      • Healthcare
      • High Net Worth Estate Planning
      • Law Firm Finance
      • Law Firm Leadership & Culture
      • Law Practice Management
      • Legal Technology
      • Philanthropy
      • Physician Estate Planning
      • Real Estate
      • Starting Your Own Business
      • Tax Planning
      • Trust & Estate Litigation
      • Welcome to Legal Visionaries
      • Wellness
    • Publications
    • Videos and Webinars
    • Resources
    • Off the Record
  • Contact
    • General Questions
    • Request an Appt
    • I need ….
      • a Will
      • a Legal POA
      • a Healthcare POA
      • an Estate Plan
        • Emma Wagner
      • New Business
    • Client Portal
    • Payment Center
  • Toggle website search
Menu Close
  • The Firm
    • Careers
  • Practice Areas
    • Asset Protection
    • Business Services
    • Legal Issues of Aging
    • Estate and Legacy Planning
    • Healthcare Law
    • Mental Health and Professional Licensing
    • Real Estate Law
    • Tax Strategies and Transactions
  • Our Team
    • DUGGAN BERTSCH OMAHA Attorneys
      • Mary Vandenack
      • Benjamin Barrett
      • Charles Garman
      • Janae Hofer
      • Bethanie Rames
      • Olivia Steffensen
      • Joe Vandenack
    • DUGGAN BERTSCH OMAHA Professional Staff
      • Bev Branchaud
      • Ember Davis
      • Elizabeth King
      • Emma Wagner
      • Lisa Zale
  • Thought Leadership
    • Firm News
    • Blogs
    • Podcasts
      • Business Exit Strategies
      • General Business
      • Business Entities – Estate Planning
      • Concierge Services
      • Elder Law
      • Foundational Estate Planning
      • Healthcare
      • High Net Worth Estate Planning
      • Law Firm Finance
      • Law Firm Leadership & Culture
      • Law Practice Management
      • Legal Technology
      • Philanthropy
      • Physician Estate Planning
      • Real Estate
      • Starting Your Own Business
      • Tax Planning
      • Trust & Estate Litigation
      • Welcome to Legal Visionaries
      • Wellness
    • Publications
    • Videos and Webinars
    • Resources
    • Off the Record
  • Contact
    • General Questions
    • Request an Appt
    • I need ….
      • a Will
      • a Legal POA
      • a Healthcare POA
      • an Estate Plan
        • Emma Wagner
      • New Business
    • Client Portal
    • Payment Center
  • Toggle website search
Read more about the article Automation and AI Opportunities for Estate Planners

Automation and AI Opportunities for Estate Planners

  • Post author:Cheri Duryea
  • Post published:October 17, 2023
  • Post category:Foundational Estate Planning

Guest: Deirdre Wheatley-Liss Porzio, Bomberg & Newman October 17, 2023

Continue ReadingAutomation and AI Opportunities for Estate Planners

Categories

  • Antikickback/Stark Law
  • Asset Protection Planning
  • Benefits
  • Business Entities – Estate Planning
  • Business Exit Strategies
  • Business Finance
  • Business Management
  • Business Taxation
  • Business Transactions
  • Care Management
  • Concierge Services
  • Elder Care Law
  • Elder Law
  • Electronic Health Care
  • Employment Law
  • Employment Policies
  • Employment Practices
  • Estate Administration
  • Estate Planning
  • Family Office
  • FDA
  • Foreign Tax Compliance
  • Foundational Estate Planning
  • General
  • General Business
  • General Legal
  • Health and Welfare Benefits
  • Health Insurance Issues
  • Healthcare
  • Healthcare Law
  • High Net Worth Estate Planning
  • Hospital mergers and acquisitions
  • Individual Income Tax
  • Intellectual Property
  • Law Firm Finance
  • Law Firm Leadership and Culture
  • Law Practice Management
  • Legal Issues of Aging
  • Legal Technology
  • Legislation
  • Limited Liability Companies
  • Loans
  • News
  • Off the Record
  • Opportunity Zones
  • Partnerships
  • Philanthropy
  • Physician Estate Planning
  • Qualified Retirement Plans
  • Real Estate
  • Real Estate
  • Rulings
  • S Corporations
  • Sales and Use Tax
  • Securities
  • Starting a New Business
  • Starting Your Own Business
  • Tax & Business
  • Tax Planning
  • Technology
  • Trademarks and Trade Names
  • Trivia
  • Trust and Estate Litigation
  • Wage Issues
  • Welcome to Legal Visionaries
  • Welcome to Wednesday
  • Wellbeing
  • Wellness
  • Wills

Tags

Anne Collier Arudia Business Business Exit caregiving CCPA Collaborative Planning Group Copyright Corporations COVID-19 Cybersecurity David Murray dementia Department of Labor Duggan Bertsch elder care Eryka Morehead Estate Planning estate tax reduction Federal Trade Commission FFCRA FLSA Foster Group FTC healthcare Intellectual Property Internal Revenue Service IRS Leadership Legal Visionairies Legal Visionaries Mary Vandenack Mary Vandenack. Vandenack Weaver New York Partnerships Privacy Real Property Small Business Technology Title VII Trademark USPTO Vandenack Weaver wellbeing Zac Ritchey

Linkedin Facebook Twitter Youtube

402.504.1300 | 888.232.1000
17007 Marcy Street | Suite 3
Omaha, Nebraska 68118