Innovate Legal Online:
Practice Area Meetups - 
Estate Planning

Practice area-based virtual meetups featuring best practices,
tools, and advice from experts.

Navigating the changing Estate Planning landscape during the COVID-19 crisis

Join this virtual Estate Planning gathering on April 16, as part of our Innovate Legal series of practice area e-meetups.

These online events will give you the chance to connect with others in your field to discuss strategies for navigating the unique challenges and restrictions that COVID-19 is presenting for legal professionals like yourself.

Each meetup will feature an expert panel, who will share best practices on how to approach the obstacles in your industry, as well as include a Q&A session where participants can ask questions and share their own experiences. There will also be opportunities for peer networking via the live chat platform.

Series Overview:

  • Hosted by Clio’s Affinity Team and a panel of legal experts
  • Creating a virtual platform for learning and engagement among practice area peers
  • Duration: 1 hour (30 minutes of panel discussion + 30 minutes of Q&A and networking)

Watch the replay for this Estate Planning Meetup


Joshua Lenon

Lori McLaughlin 

Partner, Cascade Legal Planning, LLC


Yvonne Eckert Olivere
VP of Learning and Law Practice Success at WealthCounsel, LLC




Yvonne Eckert Olivere | VP of Learning and Law Practice Success at WealthCounsel, LLC

Yvonne is Vice President of Learning and Practice Success at WealthCounsel. In her role as VP of Learning, she oversees all educational programming (live/in-person events as well as on-demand education) and practice development marketing content. In her role as VP of Practice Success, Yvonne oversees initiatives aimed at helping attorneys at any stage of their career build, grow, and transition their law business. Prior to joining WealthCounsel, Yvonne had her own private practice in Denver for over a decade, which focused exclusively on estate planning and probate and trust administration. She also taught trusts and estates to paralegals. Before becoming an attorney, she was active duty in the United States Air Force and is proud to be the fourth generation in her family to serve in the military. Yvonne got her JD from the University of Texas School of Law and is licensed to practice in Colorado. She now lives in Florida with her three children, and in her spare time practices yoga, travels, and cooks.


Lori McLaughlin Beight | Partner, Cascade Legal Planning, LLC

Lori McLaughlin Beight received her undergraduate degree in International Business from Linfield College, magna cum laude. She worked in business administration, public relations and marketing and managed both for-profit and not-for-profit entities for over ten years prior to attending law school. This extensive business experience lends a depth of understanding to her business advising which showed in her later law school career. She earned her law degree from Willamette University, earning honors in Business Lawyering, Clinical Practice and Negotiation.

Kevin Dorsey

Heather Hazelwood | Founder & Managing Partner, Ampersand Law

Heather Hazelwood is an estate planning attorney and owner of Ampersand Law in Durham, North Carolina. Heather grounds her practice in the beliefs that estate planning can (and should!) be a straightforward, manageable, and transparent process. The law firm's Instagram account, @ampersandlawnc, shows how she's #doinglawdifferently and leading the way to #unstuckestateplanning. Connect with her there, or reach her via email at [email protected]

Our panel

Joshua Lenon

Joshua Lenon | Lawyer in Residence, Clio

A New York-admitted attorney, Joshua provides legal scholarship to Clio on issues relating to technology, privacy, and lawyers’ ethical duties of competency.

Michelle Blankenship Jordan

Leon Carelli | Chief Technology Officer, Locks Law Firm

Leon Carelli manages varying forensic, eDiscovery, and information technology needs for Locks Law Firm. He also oversees the firm's litigation support department and coordinates projects involving data analytics.

William Large

William Large| Partner, Cara Stone

For more than 20 years, Large has litigated in federal and state courts throughout the United States on matters such as antitrust, environmental pollution, and securities. He served as a Member of Lead Counsel team and Chairman for the Plaintiffs’ Steering Committee Discovery Group during the Deepwater Horizon oil spill litigation.

Will Delgado

Will Delgado| Partner, Willenken Wilson Loh & Delgado LLP

Will’s practice focuses on intellectual property litigation, class actions, and complex business litigation. An expert in developing areas of law, Will frequently litigates and lectures on issues of first impression throughout the United States.

Hosted by

Joshua Lenon

Emma Raimi-Zlatic
Affinity Programs Manager, Clio

Having had nearly a decade of experience in tech and the legal field, Emma knows both the needs of companies and lawyers alike. She’s spoken on many occasions about law firm marketing, legal entrepreneurship, law firm growth, and cloud technology and security. Being a JD herself who previously founded her own attorney recruiting company, Emma is passionate about helping firms grow from the ground up, and knows firsthand the struggles involved in building a business.
Emma joined Clio in 2018 as a result of the acquisition of Lexicata, a legal-tech software company, and also worked in Silicon Valley for tech startups and for an international law firm previously. She can be reached at [email protected], and is based in Los Angeles, CA.

Clio is made by smart, creative people who want to help 21st century lawyers work better, smarter, faster.


Doug Edmunds

Principal, DBE Technology Consulting

Clio helps me focus on what is important in my practice.




So much great information. I want to implement it all.