Navigating the Future: A Fusion of Law, Tech, and Ethics

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Presented by the ISBA Probate, Trust & Real Property Section, Tax Section, and Ethics Committee
Thursday, February 1, 2024
3:30 – 7:00 p.m. ET

1.5 hr. CLE/1.0 hr. Ethics

About the event 

Join the PTRP Section, Tax Section, and the Ethics Committee for a discussion on the ever-evolving world of digital legal practice. Speakers will discuss remote online notarization, ethical considerations for technology (including AI), and the Judges & Lawyers Assistance Program (JLAP). Following the presentations, attendees are invited to connect with each other and to enjoy food and beverages in the beautiful Indiana Historical Society. 

Throughout the presentation, attendees will view a remote online notarization from the client's perspective and watch a live remote online notarization. Presenters will also review and discuss:

• The steps taken in an online notarization to confirm who is signing
• How to set-up documents in an online notarization
• The security surrounding a document signed by remote online notarization
• The ethical considerations that a practitioner must consider for staff handling remote online notarizations
• Steps to take for rushed remote notarizations
• How to confirm capacity in a remote notarization
• Considerations in protecting client information
• Using Artificial Intelligence in an ethical manner
• What an attorney must consider when their client asks them to be a part of their business
• The Judges & Lawyers Assistance Program

Speakers:
Morrie Erickson, TitlePlus!
Miranda Chaudion, TitlePlus!
Nina Walls, TitlePlus!
Elizabeth Berg, Fidelity National Financial Family of Companies
Margaret Christensen, Dentons Bingham Greenebaum
Katie Kelsey, Kids' Voice of Indiana

Who might enjoy this

Any attorney or paralegal who uses or is thinking about using remote online notarization or additional technology in their practice, along with those who need that one extra hour of ethics

Timed agenda
3:30 – 5:00 p.m.: CLE 
5:00 – 7:00 p.m.: Reception 
View the full agenda »

Pricing

Note: You must be logged in to receive discounted pricing.

Cancellation policy

Refunds will be issued for cancellations received in writing on or before January 18, 2024 and are subject to a $25 processing fee. Refunds will not be granted after January 18, 2024 nor will they be given for no-shows after the program. If you are unable to attend but would like to send someone in your place, contact Peggy Gotsis.

Thank you to our sponsor!