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AI Issues in Trust and Estate Planning

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Description

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?

Contributors

  • Michael Sneeringer

    Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA's Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

    Click here for more information about Michael.

  • Missia H. Vaselaney

    Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.

    Click here for more information about Missia.

March 7, 2024
Thu 1:00 PM EST

Duration 1H 0M

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