AAEPC Education Event: AI in Estate Planning
AAEPC Education Event: AI in Estate Planning
Join the Anne Arundel Estate Planning Council for an in-person education program exploring the evolving role of artificial intelligence (AI) in estate planning, featuring Jack Beckett of the Law Office of Frederick R. Franke, Jr. LLC. This timely session will examine how AI tools are beginning to influence estate planning practice, including efficiencies in document drafting, research, client communication, and risk management. Designed for attorneys, CPAs, financial advisors, and allied professionals, the program will highlight practical use cases, ethical considerations, and real-world implications as technology continues to shape the profession.
Date: March 19, 2026
Time: 6:00 – 8:00 p.m.
Location: The Lodge Annapolis
Cost:
Free for 2026 AAEPC members
$80 for guests
Click here to register for this event.
This program is sponsored by Compass Private Wealth Advisors.
About the Speaker
Jack Beckett represents individuals, family businesses, institutional trustees, and nonprofit organizations in a wide range of estate planning, administration, and fiduciary litigation matters. His practice includes preparing trusts, wills, prenuptial agreements, and other planning documents for clients with estates ranging from modest to high net worth. Jack also advises on business succession planning and has experience drafting and implementing partnership, operating, and buy-sell agreements, as well as planning for individuals with special needs.
Jack maintains an active fiduciary litigation practice, representing clients in will contests, trust and equity actions, guardianships, fiduciary removal matters, and related proceedings. He has served as first-chair trial and appellate counsel and regularly presents on fiduciary litigation topics for professional organizations, including the Maryland State Bar Association.
Thank you to our 2026 AAEPC Platimum Member:
