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Using AI to Build a Better Elder Law and Estate Planning Practice: Practical Strategies for Profitability, Efficiency, and Growth—OSB CLE Webcast

Date:
Thursday, October 1, 2026 to Thursday, October 1, 2026
Total Price:
$125.00

12:55 p.m.–5 p.m., Thursday, October 1, 2026
Live Webcast
2.5 General CLE credits and 1 Ethics credit

Cosponsored by the Elder Law Section.



Oregon judges and their lawyer staff, 50-year OSB licensees, and Active Pro Bono OSB licensees—please call the OSB CLE Service Center at (503) 431-6413 or toll-free at (800) 452-8260, ext. 413, to register.

The practice of elder law and estate planning is changing rapidly. Attorneys are being asked to serve increasingly complex clients, manage growing teams, navigate changing technology, responsibly adopt artificial intelligence, and somehow build profitable practices without allowing the firm to consume every available hour. This half-day intensive addresses these challenges across three connected sessions. Attendees will examine the economics of their time and team, the ethical obligations governing AI adoption in Oregon, and the practical opportunities to redesign recurring work through better people, processes, technology, and artificial intelligence. At the conclusion of the program, attendees should be able to:

  1. Identify recurring lawyer-level work that may be limiting firm capacity and profitability.
  2. Apply Oregon Formal Ethics Opinions 2025-205 and 2026-208 to practical AI scenarios involving client work, intake, marketing, and law firm operations.
  3. Distinguish work that should remain human from work that may appropriately be delegated, automated, or augmented with AI.

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All attendees are requested to fill out a participant survey in advance of the seminar by Friday, September 25. Click here to access the survey.

Please note that it may take up to 30 days after you complete this seminar for it to appear on your online MCLE Compliance Report at www.osbar.org .

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If you cannot locate an OSB Member using the email address on their member record, please contact the CLE Service Center at (503) 431-6413.

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