Skip to main content

AI Issues in Trust and Estate Planning

Generative artificial intelligence – the ability of technology to generate creative works that mimic human intelligence – is a growing and potentially dominant reality across industry and the professions, including the legal professions.

The idea that software might someday supplant the role of lawyers in certain areas of practice has suddenly become reality with the advent of ChatGPT and other forms of generative AI.

This program explores the forms of generative AI and their potential to supplant certain functions performed by lawyers or paralegals, but also how those tools can be harnessed by lawyers to aid their work.

  • What exactly is "Generative AI"?
  • What elements of traditional trust and estate planning practice might AI replace?
  • What are the best uses of AI to help your trust and estate practice?
  • What are the risks of using AI?
  • What must be disclosed to clients and when?

Thursday, March 7, 2024
1:00–2:00 PM


  • Michael Sneeringer, Porter Wright Morris & Arthur LLP, Naples, FL
  • Missia H. Vaselaney, Taft Stettinius & Hollister LLP, Cleveland, OH

March 7, 2024

North Carolina: 1.00 MCLE Hour

1.00 Technology Training


See pricing below.