YOU'RE INVITED

AI and Data Privacy

With Scott Cooper

The Emerging Risks Every Estate Planner, Fiduciary, and Trusted Advisor Needs to Understand

Your clients trust you with their most valuable assets, sensitive family information, and legacy plans. But today's risks extend far beyond legal documents and financial structures.

From AI-powered fraud and wire transfer scams to digital assets, elder financial exploitation, and evolving privacy obligations, estate planning professionals are increasingly on the front lines of protecting client trust.

Join cybersecurity and compliance expert Scott Cooper as he shares real-world examples of the threats targeting estate planning attorneys, fiduciaries, trustees, and CPA firms, along with practical safeguards that can reduce risk without disrupting client service.

Value to Members

Using company specific scenarios, participants will explore insights they can immediately apply to lower their organizational risk. Participants will develop a plan of action to help you identify:

• The top cyber and fraud risks facing estate planning professionals today
• How criminals are using AI to target clients and advisors
• What every estate plan should address regarding digital assets
• Practical controls to reduce fiduciary, privacy, and reputational risk
• Warning signs that a client may be vulnerable to financial exploitation

This session is designed for attorneys, fiduciaries, trust officers, wealth advisors, and CPAs who want to better protect both their clients and their firms in an increasingly digital world.

Speaker Biography

Scott Cooper is the founder of Tower 23 IT and for 25+ years, Tower 23 IT has provided managed IT, cybersecurity, and cyber-compliance services to over one hundred organizations in the medical, financial, legal, manufacturing and engineering industries. Their proven processes utilizing over 300 IT best practices and aligning with cyber-compliance frameworks such as HIPAA, NIST, CMMC, GLBA, help their clients, maximize productivity, reduce risk, and meet regulatory mandates.

Scott has both Bachelor and Master of Science degrees in Management Information Systems from the University of Arizona with an emphasis on the business implications of IT. He holds a Master of Business Administration (MBA) from the University of Arizona as well.

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Registration deadline: Monday, January 11, 2027
Cancellations received after this date are subject to an $80 no-show fee.

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