February 21, 2019 Workshop + Dinner Meeting

Date: Thursday, February 21, 2019
Time: 4:30pm - 8:15pm
Location: Hyatt Regency Miami
Speaker: Jan Jacobowitz/UM Law Students-Ethics (Workshop) + Marguerite H. Griffin (Dinner)

Join Us!

DATE: Thursday, February 21, 2019

LOCATION: Hyatt Regency Miami
400 S. E. Second Avenue
Miami, Florida 33131

Workshop – 4:30 – 6:20 p.m.

“Artificial Intelligence, Real Lawyers, and Smart Machines, Oh My!

Legal Ethics Dilemmas & Technology Conundrums for the Trust and Estate Lawyer"

Presented by: Jan Jacobowitz

University of Miami School of Law

Professional Responsibility & Ethics Program

Technology is transforming the practice of law at a dizzying pace. Lawyers must become technologically competent in order to practice both effectively and ethically.

This interactive legal ethics presentation will explore legal ethics and technology dilemmas arising in today’s evolving state of lawyering. Topics will include the ethical incorporation of new technologies such as artificial intelligence and block chain into the practice of law. The presentation will also explore the importance of the competent use, both in and away from the office, of devices such as smart phones, flash drives, laptops, along with the overarching need for cybersecurity in the practice of law. The legal ethics rules pertaining to competence, diligence, communication, confidentiality, conflicts of interest, along with others will be addressed and applied to hypothetical fact patterns that will inform the discussion.


Cocktails and Dinner- 6:30 – 8:15 p.m.

"The Future of Philanthropy"

Presented by: Marguerite H. Griffin

Senior Vice President | Director of Philanthropic Advisory Services

Philanthropy isn’t what it was 50 years ago. In fact, philanthropy today isn’t even what it was last year. Philanthropy has emerged as an influential, global force. It increasingly shapes our policies, research agendas, business practices and the way we see the world. This presentation will address shifting paradigms and current trends in philanthropy, the characteristics and motivations of  “new” philanthropists and how wealth advisors can help affluent clients create more strategic and impactful charitable gifts. Among other things, this presentation provides six key trends to watch as philanthropy continues to evolve.

Dinner Meeting Generously Sponsored By:

The workshop session has approved for 2 hours of  legal continuing education credit and the dinner session has approved  for 1 hour of continuing education credit for the following disciplines:

CLE (Legal), CFP (Certified Financial Planners) and CPE(Accountancy)

Please send your RSVP so that we may guarantee dinner accommodations for you and your guests. Be sure to include your food preference: chicken, mahi mahi or vegetarian.

Please RSVP at http://www.epcmiami.org/events/event/16301

The guest fee for this meeting is $65. You may prepay by credit card or you may pay by credit card or check at the door (make your check payable to the Estate Planning Council). As a guest, if you decide to become a member of our organization within 45 days of this meeting, the $65 will be credited toward the fee for any membership.

Membership dues include the cost of all dinners.

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We look forward to seeing you at the meeting!

See Upcoming Event Calendar