AI in Estate Planning: Ethical and Practical Considerations

Thursday, October 12, 12:30 pm - 1:30 pm Pacific via ZOOM

Register to Attend

BHBA members attend all CLE webinars for free. There is a fee for non-members. Check out all membership options at www.bhba.org/membership.

Earn 1 CA CLE Hour

Meet the Speakers

Sarah Kerr Severson


Partner

ArentFox Schiff

Angelica F. Russell-Johnson



Associate

ArentFox Schiff

About the Program

This program will explore the integration of AI in the traditionally human-centric fields of estate planning and family offices. Generative Artifical Intelligence (GenAI) is a groundbreaking technology, enabling advisors to streamline complex tasks such as estate summarization, document drafting, and client communications. While GenAI offers immense potential for efficiency, our panelists also discuss the critical importance of data privacy, the need for human oversight, and the irreplaceable value of personal client relationships. Join us to unlock the future possibilities of AI in these specialized domains.

Section Sponsors

This program is presented by the Trust and Estates law section, chaired by Elizabeth Acevedo and David Shapiro. Find out more about the sections at www.bhba.org.

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CLE CREDIT: This activity has been approved for participatory Minimum Continuing Legal Education credit by the State Bar of California in the amount shown above and the Beverly Hills Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. 


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