Guiding Generations: The Future of Estate Planning

Introducing Generations 2025 — the premier estate planning summit for financial advisors, attorneys, innovators and policymakers.

23 October, 2025 | In-Person & Online | One Liberty Plaza, New York

Generations 2025 is for those at the forefront of change.

Build multi-generational wealth and legacy strategies with insights from thought leaders, tech innovators, and policymakers.

Navigate digital transformation, AI, and evolving compliance in estate and elder planning.

Join the movement to modernize laws around digital signatures, fraud prevention, and elder protection.

Explore how emerging tools like AI and interoperable platforms are reshaping legacy planning.

Explore how AI is reshaping client engagement, document generation, and advisor workflows — without losing the human touch.

Learn how modern advisors are navigating shifting family dynamics, new asset classes, and evolving tax strategies to build resilient legacy plans.

Dive into the legal reforms driving adoption of digital signatures, fraud prevention standards, and elder protection laws.

Get an inside look at how connected data, smart logic, and continuous guidance are transforming static documents into living estate plans.