Utilizing Artificial Intelligence in Trust and Estate Planning: Uses, Limitations, Policy and Ethical Considerations
This program offers 30 minutes of Ethics programming.
Recording of a 90-minute CLE video webinar with Q&A
This CLE webinar will provide trust and estate attorneys guidance on the opportunities and challenges in utilizing artificial intelligence (AI) in trust and estate planning and in the marketing and management of a law practice. The panel will discuss how AI applies to estate planning, drafting and preparing legal documents, marketing legal services, and other key considerations for counsel.
Outline
- Progression of AI in the legal field
- AI in drafting and reviewing estate planning documents
- Risks and limitations
- Ethics and policy considerations
- Best practices for estate planners
Benefits
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?
Faculty
Jennifer V. Abelaj
Founder
Abelaj Law
Ms. Abelaj has a combined background in business, tax, and the law. She started her career as a Certified Public... | Read More
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.
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Jeffrey Cunningham
Attorney
McAngus Goudelock & Courie
Mr. Cunningham’s practice focus runs the gamut of professional liability exposures but with a particular emphasis... | Read More
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.
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Robert M. Harper
Partner
Farrell Fritz
Mr. Harper is an estates, trusts, and guardianship litigator who advises individuals, families, charities, and... | Read More
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.
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