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

1.5 hour CLE

Tuition: $195.00
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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

Credits

Alaska

Approved for CLE Credits
1.5 General

Our programs are CLE-eligible through Alaska's recognition of multi-jurisdictional reciprocity.
Alabama

Approved for Self-Study Credits
1.5 General

Arkansas

Approved for CLE Credits
1.5 General

Our programs are CLE-eligible through Arkansas's recognition of multi-jurisdictional reciprocity.
Arizona

Approved for CLE Credits
1.5 General

California

Approved for CLE Credits
1.5 General

Colorado

Pending CLE Approval
1.5 General

Connecticut

Approved for CLE Credits
1.5 General

District of Columbia

No MCLE Required
1.5 General Hours

Delaware

Pending CLE Approval
1.5 General

Florida

Approved for CLE Credits
2 Technology

_____________________________________ Certification Credits: 2 Wills, Trusts and Estates To request these credits attorneys must contact us to issue a manual certificate. Phone: (877) 406-8636 Email: registration@mylawcle.com
Georgia

Approved for CLE Credits
1.5 General

Hawaii

Approved for CLE Credits
1.5 General

Iowa

Pending CLE Approval
1.5 General

Idaho

Pending CLE Approval
1.5 General

Illinois

Approved for Self-Study Credits
1.5 General

Indiana

Approved for Self-Study Credits
1.5 General

Kansas

Pending CLE Approval
1.5 General

Kentucky

Pending CLE Approval
1.5 General

Louisiana

Pending CLE Approval
1.5 General

Massachusetts

No MCLE Required
1.5 General Hours

Maryland

No MCLE Required
1.5 General Hours

Maine

Pending CLE Approval
1.5 General

Michigan

No MCLE Required
1.5 General Hours

Minnesota

Approved for Self-Study Credits
1.5 General

Missouri

Approved for CLE Credits
1.8 General

Mississippi

Approved for CLE Credits
1.5 General

Montana

Pending CLE Approval
1.5 General

North Carolina

Pending CLE Approval
1.5 General

North Dakota

Approved for CLE Credits
1.5 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
1.5 General

myLawCLE reports attendance to Nebraska on each attorney's behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
1.5 General

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
1.8 General

Our programs are CLE-eligible through New Jersey's recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for CLE Credits
1.5 General

Nevada

Approved for Self-Study Credits
1.5 General

New York

Approved for CLE Credits
1.8 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “A”.
Ohio

Approved for Self-Study Credits
1.5 General

Oklahoma

Approved for Self-Study Credits
2 General

Oregon

Approved for Self-Study Credits
1.5 General

Pennsylvania

Approved for CLE Credits
1.5 General

Rhode Island

Pending CLE Approval
2 General

South Carolina

Pending CLE Approval
1.5 General

South Dakota

No MCLE Required
1.5 General Hours

Tennessee

Approved for CLE Credits
1.5 General

Texas

Approved for CLE Credits
1.5 General

Utah

Approved for CLE Credits
1.5 General

Virginia

Not Eligible
1.5 General

Vermont

Approved for CLE Credits
1.5 General

Washington

Approved for Self-Study Credits
1.5 Law and Legal

Wisconsin

Approved for Self-Study Credits
1 Law Practice Management (LPM)

West Virginia

Pending CLE Approval
1.5 General

Wyoming

Approved for Self-Study Credits
1.5 General

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