"Artificial Intelligence in Estate Planning"
Date: Thursday, May 1, 2025
Time: 5:00pm - 7:00pm
Location: Lancaster Country Club
Speaker: Ross Bruch, Philadelphia, PA
"Artificial Intelligence in Estate Planning."
Join industry expert Ross Bruch as he navigates the cutting-edge intersection of Artificial Intelligence and estate planning. 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.
Ross E. Bruch, Esq. Managing Director, Senior Wealth Planner, Brown Brothers Harriman & Co.
Ross is a Senior Wealth Planner in the Philadelphia office of Brown Brothers Harriman & Co. Ross works with and advises successful individuals and business owners on the preservation, growth, and transfer of wealth. Prior to joining the firm in 2017, 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.
In an effort to enhance his ability to help his clients and their families thrive, 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.
Bio | Ross Bruch https://www.bbh.com/us/en/bbh-who-we-are/our-team/ross-bruch.html
