Breakfast Program - AI in Estate Planning: Tools, Applications, and Ethics for Attorneys, CPAs, and Advisors

Date: Wednesday, February 25, 2026
Time: 7:30am - 9:00am
Location: The Bucks Club, 2600 York Rd., Jamison, PA 18929
Speaker: Jeffrey Bowley, CPA, and Jennifer Ellis

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Agenda

7:30 am- 8:00 am Networking

8:00 am- 9:00 am Buffet Breakfast and Program

 
Program Overview
This program explores how attorneys, CPAs, and financial advisors can effectively and ethically integrate artificial intelligence into estate planning, tax, and advisory practices. Participants will learn to identify practical AI tools, enhance accuracy and efficiency in compliance and workflows, and address confidentiality and ethical considerations while preparing for emerging AI trends in estate administration.

 

Learning Objectives:

  1. Identify helpful AI tools for estate, tax, and advisory practices.

  2. Use AI to improve accuracy and efficiency in compliance and workflows.

  3. Recognize ethical and confidentiality risks in AI use.

  4. Coordinate and collaboration through shared AI processes.

  5. Prepare for emerging AI trends in estate planning and administration.

Speakers:

Jeffrey Bowley, CPA is Managing Partner and Co-Founder of Daneel, a technology-driven accounting and advisory firm. He specializes in Quality of Earnings (QoE) and financial due diligence, delivering data-driven insights that support private equity, venture capital, and strategic investors.

His career spans public accounting, entrepreneurship, and leadership in outsourced accounting and CFO advisory, where he guided startups and high-growth companies on financial strategy and scalability.

 

 

 

 

 

 

Jennifer Ellis is a legal ethics attorney in Pennsylvania. She owns the consulting/law firm marketing company Jennifer Ellis, JD, LLC, through which she assists attorneys with issues such as artificial intelligence,  electronic discovery, practice management, and online presence. 
Previously, Jennifer worked with a Philadelphia area personal injury firm, where she practiced legal ethics, managed the firm’s online presence, and oversaw its IT and security consultants. Jennifer also served as the Associate Director of Media Technology with the Pennsylvania Bar Institute, where she organized and presented courses on numerous issues, including law practice management, technology, and ethics. 
Jennifer speaks and writes throughout Pennsylvania and nationally on issues relating to law practice management, technology, ethics, marketing, and more.

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