Trusts, Estates & Probate

FastTrack

4.42

ChatGPT and Generative AI in Estate Planning

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Approved 1 Total
Kentucky CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Upon Request 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
OnDemand
55 minutes
Adam Gutbezahl
Sarah Melia
With Adam G. Gutbezahl from Ruberto Israel & Weiner + 1 other
Recorded December 18, 2023
Product ID 98452

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Overview

Weigh the Dangers and Opportunities of Generative AI

ChatGPT and other generative AI (artificial intelligence) tools are disrupting legal and business practices at a staggering pace and scale. But how much of it is hype and what is actually promising? This timely legal briefing discusses how generative AI applies to estate planning, from AI-assisted drafting to distributions analysis. Get ahead of the curve - register today!

  • Explore the uses and limitations of generative AI in trusts and estates practice.
  • Determine how much of the automated work can be trusted for quality.
  • Customize generative AI tools to be more helpful and more secure.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

 

  1. Drafting and Reviewing Wills and Trusts
  2. Weighing Various Distribution and Tax Scenarios
  3. First Drafts of Opinion Letters, Letters to Creditors, Notices of Proposed Action, and Other Communications
  4. Firm Site Chatbots and Legal Blogging
  5. Privacy and Confidentiality Concerns
  6. Jurisdiction Specifics
  7. Creating Custom Language Models for Estate Planning Tasks

Related Topics

Product ID 98452

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Approved 1 Total
Kentucky CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Upon Request 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. ChatGPT and Generative AI in Estate Planning

     

    1. Drafting and Reviewing Wills and Trusts
    2. Weighing Various Distribution and Tax Scenarios
    3. First Drafts of Opinion Letters, Letters to Creditors, Notices of Proposed Action, and Other Communications
    4. Firm Site Chatbots and Legal Blogging
    5. Privacy and Confidentiality Concerns
    6. Jurisdiction Specifics
    7. Creating Custom Language Models for Estate Planning Tasks

Who Should Attend

This legal update is designed for attorneys.

Speakers

Adam G Gutbezahl
Adam G.
Gutbezahl
Ruberto Israel & Weiner
Sarah J Melia
Sarah J.
Melia
Sarah Melia Estate Planning
Speaker bio
Adam G Gutbezahl

Adam G. Gutbezahl

Ruberto Israel & Weiner
Adam Gutbezahl

is an attorney with the Boston law firm of Ruberto, Israel & Weiner, P.C. and is a member of the firm's Litigation Department and Commercial Real Estate and Employment Law Groups. Mr. Gutbezahl represents individuals and businesses in a wide variety of matters, including complex commercial, employment, land use, and real estate disputes. He has represented clients in trials, administrative hearings, and mediations, and maintains a keen eye to ensure the most favorable outcome for his clients. Mr. Gutbezahl has also authored an article entitled, "ChatGPT in the Workplace: Employers Beware". He earned his B.A. degree from George Washington University and his J.D. degree from The George Washington University Law School. Mr. Gutbezahl is a member of the Boston Bar Association, the Massachusetts Bar Association and the Massachusetts Real Estate Bar Association.

View full profile
Speaker bio
Sarah J Melia

Sarah J. Melia

Sarah Melia Estate Planning
Sarah Melia

practice focuses on all aspects of wealth transfer planning and minimizing estate and gift taxes. She prepares fundamental documents to implement her clients’ wishes for the disposition of their assets and the well-being of their loved ones, including wills and revocable trusts, and powers of attorney and health care proxies. Ms. Melia also plans and prepares documents for sophisticated gift tax and wealth transfer strategies such as irrevocable life insurance trusts, grantor retained annuity trusts, generation-skipping transfer trusts, and charitable trusts. She handles all aspects of probate and trust administration, and helps clients navigate through difficult issues from the moment of death through the complete distribution of assets. Ms. Melia also assists clients with premarital agreements and consulting regarding the estate planning aspects of separation agreements. She assists clients with buy-sell planning for their businesses, including establishing funding mechanisms for owner buy-outs. Ms. Melia coordinates with corporate counsel in implementing buy-sell agreements upon an owner’s death as an integral part of the estate administration process. She earned her B.A. degree from University of Pennsylvania, her J.D. degree, cum laude, from Boston College Law School and her LL.M. in taxation from Boston University School of Law.

View full profile

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