ChatGPT and Generative AI: Transforming estate planning strategies

Adam G. Gutbezahl
Adam G. Gutbezahl
Ruberto, Israel & Weiner

Adam Gutbezahl is an attorney at Ruberto, Israel & Weiner, P.C., and is a member of the firm’s Litigation Department and Commercial Real Estate and Employment Law Groups.

Sarah J. Melia
Sarah J. Melia
Ruberto, Israel & Weiner

Sarah’s practice focuses on all aspects of wealth transfer planning and minimizing estate and gift taxes.

On-Demand: February 21, 2024
This class is included in the myLawCLE All-Access Pass

Subscribe to myLawCLEs All-Acces Pass...
Get this course, plus over 1,000+ of live webinars.
Learn More
MCLE Credit Information:

Select Your State Below to View CLE Credit Information

1.5 hour CLE
Tuition: $195
Training 5 or more people?

Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs

Program Summary

Generative Artificial Intelligence (“AI”) platforms like ChatGPT have fast become commonly available and used as part of people’s everyday lives. These disruptive tools may initially appear to allow users to get tasks done faster and easier, but are they too good to be true? This webinar will provide participants with information about how generative AI applies to estate planning, ranging from drafting and preparing legal documents to marketing legal services.

Key topics to be discussed:

  • Develop an understanding of what generative AI platforms are and what they can do
  • Determine how the platforms can be used to automate work in the trusts and estates practice
  • Understand the potential risks and pitfalls in relying on generative AI platforms

Closed-captioning available

Speakers

Adam G. Gutbezahl | Ruberto, Israel & Weiner

Adam Gutbezahl is an attorney at Ruberto, Israel & Weiner, P.C., and is a member of the firm’s Litigation Department and Commercial Real Estate and Employment Law Groups. Adam has represented clients in trials, administrative hearings, and mediations with a proven track record of success. Adam also represents and advises individuals and businesses on best practices to avoid litigation. His areas of practice cover a wide variety of matters, including complex commercial, employment, land use, and real estate disputes. Adam has been a featured speaker for multiple associations and organizations on the topic of generative artificial intelligence, including its legal and practical effects on the workplace. Adam is a member of multiple associations and organizations, including the Massachusetts Real Estate Bar Association, the Society for Human Resource Management, and the Northeast HR Association. He also sits on the Public Policy Committee of the MetroWest Chamber of Commerce and is a member of the Board of Directors for the Performing Arts Center of MetroWest.

Sarah J. Melia | Ruberto, Israel & Weiner

Sarah’s practice focuses on all aspects of wealth transfer planning and minimizing estate and gift taxes. Sarah 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. She 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. Sarah 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.

Sarah 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. She coordinates with corporate counsel in implementing buy-sell agreements upon an owner’s death as an integral part of the estate administration process.

Agenda

I. Develop an understanding of what generative AI platforms are and what they can do | 2:00pm – 2:30pm

II. Determine how the platforms can be used to automate work in the trusts and estates practice | 2:30pm – 3:00pm

Break | 3:00pm – 3:10pm

III. Understand the potential risks and pitfalls in relying on generative AI platforms | 3:10pm – 3:40pm

#1 CLE Access Program

  • Over 1,000 Live CLE Webinars each year
  • All CLE webinars broadcasted in last 12 months
  • Programs covering over 35 practice areas
  • Hot topics & changes in the law
  • All formats: Live, Replay, and On-demand
  • Accreditation in every state

Access every CLE webinar,
every format, all year long!

myLawCLE All-Access Pass

only $395 yearly


Register Now

#1 CLE Access Program

  • Over 1,000 Live CLE Webinars each year
  • All CLE webinars broadcasted in last 12 months
  • Programs covering over 35 practice areas
  • Hot topics & changes in the law
  • All formats: Live, Replay, and On-demand
  • Accreditation in every state

Access every CLE webinar,
every format, all year long!

myLawCLE All-Access Pass

only $395 yearly


Preview
More CLE Webinars
Trending CLE Webinars
The Corporate Transparency Act Reporting Obligations
The Corporate Transparency Act Reporting Obligations
Law Offices of Jonathan H. (Jason) Warner, P.A.
On-Demand
IRS Penalty Abatement Made Easy
IRS Penalty Abatement Made Easy
Green & Sklarz, LLC
On-Demand
Gun Trust Law (2024 Edition)
Gun Trust Law (2024 Edition)
Partner, Davenport Evans Lawyers
On-Demand
Revocable Living Trusts from Start to Finish (2024 Edition)
Revocable Living Trusts from Start to Finish (2024 Edition)
Partner, Davenport Evans Lawyers
On-Demand
Mini-Med School for Lawyers: What Attorneys and Experts Need to Know (2024 Edition)
Mini-Med School for Lawyers: What Attorneys and Experts Need to Know (2024 Edition)
Rachel V. Rose – Attorney at Law, P.L.L.C. (Houston, TX).
On-Demand
Lawyers Serving on Boards
Lawyers Serving on Boards
Howard Brod Brownstein, CTP.
On-Demand
Essential Accounting Principles Every Attorney Should Know
Essential Accounting Principles Every Attorney Should Know
LaPorte CPAs & Business Advisors
On-Demand
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics)
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics)
Trial Lawyers for Justice, Hanker Law PC
On-Demand
Tax Opportunity Zones (2024 Edition)
Tax Opportunity Zones (2024 Edition)
Blank Rome LLP
On-Demand
Litigating Libel and Defamation Cases
Litigating Libel and Defamation Cases
Callahan & Blaine, APLC.
On-Demand
Will Drafting 101 (2024 Edition)
Will Drafting 101 (2024 Edition)
Partner, Davenport Evans Lawyers
On-Demand
Federal Indian Law 101 (2024 Edition)
Federal Indian Law 101 (2024 Edition)
Holland & Knight LLP
On-Demand
Upcoming CLE Webinars
Entertainment Law 101 (2024 Edition)
Entertainment Law 101 (2024 Edition) Tue, July 30, 2024
Live Webcast
Microsoft Word for Lawyers (2024 Edition)
Microsoft Word for Lawyers (2024 Edition) Tue, July 30, 2024
Live Webcast
Trade Secrets Law and Remote Workers
Trade Secrets Law and Remote Workers Wed, July 31, 2024
Live Webcast
Building Your Case Around Jury Instructions
Building Your Case Around Jury Instructions Fri, August 2, 2024
Live Webcast
Evidence 101 [Part 1]: Relevancy & company
Evidence 101 [Part 1]: Relevancy & company Wed, August 21, 2024
Live Webcast
Microsoft Excel for Lawyers (2024 Edition)
Microsoft Excel for Lawyers (2024 Edition) Wed, August 21, 2024
Live Webcast
The Probate Process from A-Z
The Probate Process from A-Z Mon, August 26, 2024
Live Webcast