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

ChatGPT and Generative AI: Transforming estate planning strategies

$195.00 1.5 hour CLE

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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.

This course is co-sponsored with myLawCLE.

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 | 12:00pm – 12:30pm

II. Determine how the platforms can be used to automate work in the trusts and estates practice | 12:30pm – 1:00pm

Break | 1:00pm – 1:10pm

III. Understand the potential risks and pitfalls in relying on generative AI platforms | 1:10pm – 1:40pm