When Trust Becomes the Target: Cyber Risk for Estate Planning Attorneys
When Trust Becomes the Target: Cyber Risk for Estate Planning Attorneys
- Why Estate planning professionals are attractive cyber targets
- What the top cyber risks Estate planners face
- Examples of recent local and national claims in this profession
- How AI is changing Cyber fraud
- Prevention and risk management strategies
- New Mexico specific legal and ethical considerations
I began my career with Liberty Mutual in Colorado and moved to New Mexico to run their commercial operations. I focused on large oil and gas and manufacturing clients. After leaving Liberty Mutual I was an Assistant vice President for AON New Mexico, working for large healthcare and construction companies in the southwest. During this time, I lead the formation of a successful self- insured Workers Compensation program for contractors in New Mexico. For the past 29 years I’ve been with Daniels
Insurance designing unique property casualty insurance and risk management programs.
My clients include government contractors, environmental restoration and construction contractors, healthcare clients, high tech companies, and non-profits among others.
