LANCASTER COUNTY ESTATE PLANNING COUNCIL

An Update on Artificial Intelligence in Estate Planning 

• What do client meetings look like when both the advisor and the client walk in with AI?
• How are AI agents going to change the way advisory work actually gets done?
• What will clients expect from us in the age of AI?
• If AI changes how work gets done, what happens to how advisors create, signal, and defend their value?
• What work will advisors stop doing—not because it’s automated, but because it no longer makes sense?
• When AI can generate answers instantly, what distinguishes advice from information?
• Are we designing AI‑enabled practices—or inheriting the ones our software vendors design for us?

With Special Guest Speaker Ross Bruch

As a Senior Wealth Planner in the Philadelphia office, Ross Bruch works with and advises successful individuals and business owners on the preservation, growth, and transfer of wealth. Prior to joining the firm, 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.

Ross received a B.A. cum laude and an M.S. in applied positive psychology from the University of Pennsylvania, an LL.M. in taxation from the Temple University Beasley School of Law, and a J.D. from the University of Pennsylvania Law School.