Using Tech to Improve and Grow Your Estate Planning Practice – Part 2

Baron K. Henley, Esq. Barron is an attorney who has over 20 years of experience in legal technology.  After earning his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University, Barron discovered his passion for helping lawyers fix problems within their practice.  Motivated by this goal, together with Paul Unger, Barron founded Henley March & Unger Consulting, Inc. (one of the founding firms of Affinity) in 1998.  Barron’s breadth of knowledge enables him to dive into the details of a firm’s operations.  He is often the lead on Comprehensive Practice Analysis projects for clients that examine all aspects of making a firm more successful: technology, organizational design, process optimization and financial practices.

Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City.  His practice concentrates on estate and tax planning, planning for closely held business, and estate administration.  Mr. Shenkman is an author of over 42 books and more than 1,000 articles.  He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal.  He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels.  Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability.  Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”

Mary Vandenack brings extraordinary energy and focus to her work for clients. A founding member and the firm’s managing partner, Mary is an expert in the interrelated areas of tax, business, real estate, health care, private wealth, estate planning, business succession planning and asset protection planning. Acting as outside legal counsel for closely held businesses in conjunction with the ability to proactively address the legal issues of business owners is an area of special expertise. Mary is an innovator in the integration of technology into the practice of law. Under Vandenack’s guidance, the firm has been on the leading edge of client service and technology. Mary won the American Bar Association James I. Keane Award, presented at Techshow 2015, in recognition of her efforts in the area of e-lawyering.