BarbriSFCourseDetails
  • videocam On-Demand
  • signal_cellular_alt Intermediate
  • card_travel Estate Planning
  • schedule 90 minutes

Utilizing Artificial Intelligence in Trust and Estate Planning: Uses, Limitations, Policy and Ethical Considerations

$297.00

This course is $0 with these passes:

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Description

AI can increase efficiency and reduce costs associated with drafting and reviewing estate planning documents. AI can also be used as a tool for law practice management, marketing, and client interaction on various platforms. Estate planners intending to incorporate AI in their practice must understand the benefits, risks, and limitations of utilizing AI.

AI can benefit estate planning processes and has a number of potential uses in areas such as drafting and reviewing wills and trusts, opinion letters, letters to creditors, notices, and more.

The panel will review the pros and cons of using AI in preparing and assessing the validity of financial statements. The panel will dive into practical case studies showcasing how AI is used in estate planning and key policy and ethical issues that must be considered by counsel. In addition, the panel will address potential issues in using AI systems and a checklist to look for when evaluating and using such systems.

Listen as our panel of accounting and auditing technology experts offers an understanding of AI's growing role in the legal profession, and how AI applies to estate planning, drafting and preparing legal documents, marketing legal services, and other key considerations for counsel.

Presented By

Jennifer V. Abelaj
Founder
Abelaj Law, PC

Ms. Abelaj has a combined background in business, tax, and the law. She started her career as a Certified Public Accountant with Ernst and Young and continued practicing as a CPA at two worldwide investment banks. In her legal career, Ms. Abelaj worked at both large and boutique law firms practicing in Trusts and Estates and Non-Profits. She has significant experience advising high net worth clients, both domestic or with an international footprint. She has worked with non-profit boards, executive directors, and lobbying groups.

Jeffrey Cunningham
Attorney
McAngus Goudelock & Courie LLP

Mr. Cunningham’s practice focus runs the gamut of professional liability exposures but with a particular emphasis on lawyers. He defends lawyers and acts as outside General Counsel to solo to mid-sized law firms across the U.S. For over a decade, Mr. Cunningham has defended industry professionals in a wide range of professional liability, ethics and professional disciplinary matters. His extensive background in civil litigation includes commercial disputes, varied malpractice claims, D&O liability, employment and labor law, catastrophic personal injury, premises liability and products liability. With an emphasis on simple systems of risk management, Mr. Cunningham brings a holistic approach of protecting his clients before problems occur. He produces a weekly newsletter and daily blog, Point One: A Bite of Ethics a Day Keeps Legal Malpractice Claims Away, as well as the world’s only ABA Model Rules of Professional Conduct-based meme page, The Model-Rule-Meme-A-Day. A life-long learner and teacher, Mr. Cunningham presents CLE courses on varying topics of law firm risk management and ethics.

Robert M. Harper
Partner
Farrell Fritz, P.C.

Mr. Harper is an estates, trusts, and guardianship litigator who advises individuals, families, charities, and corporate fiduciaries. Appearing before the Surrogate’s Court and the Supreme Court, he handles a wide range of proceedings including will and trust contests, contested accounting proceedings, contested guardianship proceedings, marital agreement challenges, fiduciary removal applications and surcharges, asset turnover proceedings, and more. Mr. Harper also has experience as a court-appointed guardian ad litem and mediator in Surrogate’s Court proceedings. In addition to his work with Farrell Fritz, Mr. Harper is a special professor of law at Hofstra University School of Law and coaches Hofstra’s moot court teams. With a vast background as a practitioner and professor, he is a frequent lecturer on trusts and estates topics and a contributor to the firm’s New York Trusts & Estates Litigation blog.

Credit Information
  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.

  • An excellent opportunity to earn Ethics CLE credits. Note: BARBRI cannot guarantee that this course will be approved for ethics credits in all states. To confirm, please contact our CLE department at pdservice@barbri.com.


  • Live Online


    On Demand

Date + Time

  • event

    Monday, October 28, 2024

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

  1. Progression of AI in the legal field
  2. AI in drafting and reviewing estate planning documents
  3. Risks and limitations
  4. Ethics and policy considerations
  5. Best practices for estate planners

The panel will discuss these and other key issues:

  • Current developments regarding the use of AI
  • How can AI be used by estate planners?
  • What are the risks and limitations of utilizing AI in estate planning?
  • Utilizing AI in drafting and reviewing wills and trusts
  • What are the ethical considerations?