Glenn is currently developing in-depth CLE and client-focused seminars on estate accounting as the moral ledger of fiduciary conduct, using LLCs strategically as estate planning tools, and practical tactics for identifying and resolving accounting discrepancies. The full website will return with rich resources, seminar dates, and registration information once preparation is complete. Thank you for your patience.

In the meantime, on the subject of law tech particularly as it relates to AI and cloud strategies, resources:

Legal Ethics

California

State Bar of California — Ethics Opinions Related to Technology
Central hub for California ethics opinions addressing competence, confidentiality, and the use of technology in legal practice.
Ethics Opinions Related to Technology | The State Bar of California
California State Bar Formal Opinion No. 2010-179
Foundational California opinion on cloud computing, reasonable security measures, and lawyer supervision of technology vendors.
2010-179-Interim-No-08-0002-PAW.pdf
California State Bar Formal Opinion No. 2020-203 (Data Breaches)
Addresses lawyer duties to prevent, respond to, and remediate data breaches affecting client information.
Formal-Opinion-No-2020-203-Data-Breaches.pdf

American Bar Association

ABA Formal Opinion 477R — Securing Communication of Protected Client Information
Explains when heightened security measures are ethically required based on the sensitivity of client information and risk context.
ABA Formal Opinion 477R: Securing communication of protected client information
ABA Formal Opinion 498 — Virtual Practice
Addresses cloud-based practice management, remote work, and technology-enabled law firm operations.
aba-formal-opinion-498.pdf
ABA Formal Opinion 512 — Generative AI Tools
Addresses lawyer competence, confidentiality, supervision, and communication duties when using generative AI and similar tools.
aba-formal-opinion-512.pdf

Privacy

California Department of Justice — CCPA / CPRA Privacy Resources
Official California privacy-law guidance that informs expectations around data security and breach analysis, without displacing professional-responsibility duties.
https://oag.ca.gov/privacy/ccpa]

Security & Risk Framework Evaluation

OECD Privacy Guidelines
Jurisdiction-neutral principles.
https://www.oecd.org/digital/privacy/

AICPA — SOC 2® Overview
Explanation of what SOC 2 represents.
SOC 2® - SOC for Service Organizations: Trust Services Criteria | AICPA & CIMA
CIS Critical Security Controls v8 / v8.1
Widely used across industries to evaluate safeguards.
https://www.cisecurity.org/controls
NIST Cybersecurity Framework (CSF) 2.0
Risk-based framework covering governance, protection, detection, response, and recovery.
https://www.nist.gov/cyberframework
NIST SP 800-53 Rev. 5 — Security and Privacy Controls
Canonical control catalog used by many technology vendors to map their security programs.
https://csrc.nist.gov/publications/detail/sp/800-53/rev-5/final
NIST SP 800-53B — Control Baselines
Defines baseline security expectations across different system types and risk environments.
https://csrc.nist.gov/publications/detail/sp/800-53b/final
NIST SP 800-61 Rev. 3 — Incident Response Guide
Practical guidance underlying the CSF “Respond” and “Recover” functions, useful for evaluating whether vendors have a credible incident-response capability.
https://csrc.nist.gov/publications/detail/sp/800-61/rev-3/final
NIST Privacy Framework 1.0
Risk-based approach to privacy governance that complements lawyer confidentiality obligations.
https://www.nist.gov/privacy-framework