Trusts, Estates & Probate

4.2

AI-Assisted Trust Drafting

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
OnDemand
3 hours 4 minutes
Andrés Hernández Lossada
Tracy Murn
Matthew Wenzlau
Glenn Nunes
With Andrés J. Hernández Lossada from Saltiel Law Group + 3 others
Recorded April 13, 2026.
Product ID 101713

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$319

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Overview

Harness the Transformative Potential of New AI Tools - Safely

Artificial intelligence (AI) tools bring new opportunities and challenges into estate planning practice, and trust drafting is one of the areas of great potential. But how much can you trust AI? While genAI can't replace human attorneys in crafting trusts, it can significantly ease all associated tasks for you. This practical course provides specific instruction from experienced estate planning practitioners for leveraging AI to draft starter documents, review trust language for errors and inconsistencies, and customize the documents for individual clients' needs. Register today!

  • Weigh the pros and cons of specialized paid software and free open-source tools.
  • Explore how AI-powered tools can ensure consistency and prevent errors in your documents.
  • Use AI to brainstorm planning strategies and troubleshoot potential vulnerabilities.
  • Find out what to watch out for with "everything AND the kitchen sink" template trusts.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. The AI Tools You'll Use: Legal Trust-Drafting Software and General Open-Source AI (ChatGPT, Gemini, Claude, MS Copilot, etc.)
  2. Formulating Your Strategy: Questions to Ask, Honing Queries for Better Results
  3. Using AI to Draft Starter Documents: Sample Prompts and Instructions
  4. Reviewing Trust Language for Clarity, Ambiguities, and Conflicts
  5. Customizing Trusts and Adding Special Provisions

Related Topics

Product ID 101713

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. The AI Tools You'll Use: Legal Trust-Drafting Software and General Open-Source AI (ChatGPT, Gemini, Claude, MS Copilot, etc.)

  2. Formulating Your Strategy: Questions to Ask, Honing Queries for Better Results

    1. Improving Your Client Intake Questionnaires, AI-Assisted Client Portals
    2. Financial Forecasting and Tax Planning
    3. Case Study and Demonstration (Client Intake and Case Analysis)

  3. Using AI to Draft Starter Documents: Sample Prompts and Instructions

    1. What Information to Provide for Better Outputs
    2. How to Safely Upload Drafting Examples for AI to Follow
    3. Case Study and Demonstration (Drafting a Specific Provision)

  4. Reviewing Trust Language for Clarity, Ambiguities, and Conflicts

    1. Checking for Tax Implications
    2. Spotting Internal Inconsistencies
    3. Testing for Vulnerabilities to Disputes
    4. Fixing Vague and Unclear Language
    5. Fact-Checking and Validating AI Results
    6. Sample Demonstration (Uploading Trust Document for Analysis, Prompts)

  5. Customizing Trusts and Adding Special Provisions

    1. Family Dynamics to Account For
    2. Tailoring for the Unique Nature of Assets
    3. The Dangers of Overlong Template Trusts and Unnecessary Boilerplate
    4. Case Study and Demonstration (Decide What to Keep, What to Delete)

Who Should Attend

This legal course is designed for attorneys. Accountants, tax professionals, trustees, fiduciaries, and paralegals will also benefit.

Speakers

Andrés J Hernández Lossada
Andrés J.
Hernández Lossada
Saltiel Law Group
Tracy J Murn
Tracy J.
Murn
Axley
Matthew B Wenzlau
Matthew B.
Wenzlau
WSE Firm, PLLC
Glenn C Nunes
Glenn C.
Nunes
Glenn C. Nunes Attorney
Speaker bio
Andrés J Hernández Lossada

Andrés J. Hernández Lossada

Saltiel Law Group
Andrés Hernández Lossada

is lead counsel at Saltiel Law Group, where his practice includes corporate law, international tax and estate planning for domestic and foreign high net worth individuals, and assisting with fully compliant structures, both domestically and abroad, as well as providing succession planning solutions considering tax challenges of global wealth. He has experience advising high net worth individuals and their families on cross-border wealth, investments, and estate planning concerns with particular focus on issues arising from civil law and common law application. Mr. Hernandez also has significant experience advising individuals and fiduciaries in estate, trust, and probate administration, and representing clients on tax controversy matters before the IRS, including streamlined filing compliance procedures. He earned his Abogado LL.B. equivalent from Universidad Católica Andrés Bello, Caracas, Venezuela, his LL.M. degree and certificate in business administration from Northwestern University School of Law and Kellogg School of Management, his LL.M. degree in taxation from Northwestern University School of Law, Chicago, Illinois and his J.D. degree from Emory University School of Law, Atlanta, Georgia. Mr. Hernandez is a member of The Florida Bar (member, Tax Law Section), American Bar Association and the Society of Trust and Estate Practitioners (STEP).

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Speaker bio
Tracy J Murn

Tracy J. Murn

Axley
Tracy Murn

is a partner at Axley and a member of the firm's business practice group. She focuses her practice primarily on business, construction, and estate and succession planning, as well as catering to the unique legal needs of family-owned businesses. Ms. Murn's other areas of practice, land use, riparian rights, and general business practice, allow her to serve clients with a full 360-degree approach to asset protection, business strategy and conveyance of real estate. She represents business owners of all kinds, both in their everyday dealings as well as when they are buying or selling commercial real estate, businesses, or developing. Her experience working with local municipalities gives her a leg-up on representing business owners or those looking to purchase and develop real estate. Attorney Murn also represents a number of commercial construction companies with a nationwide presence. Ms. Murn's estate planning and succession planning are informed by her experience in probate and trust administration as well as her extensive experience representing various types of construction companies and general businesses. She has a unique ability to explain complex estate planning concepts to clients by using imagery and guiding them through the process start-to-finish to ensure the client understands the intricacies of their estate plan and subsequent administration, if any. In addition, she is also skilled in drafting complex estate plans and resolving intricate issues with previously drafted trusts. Outside of her career, Ms. Murn mentors young attorneys and those who are interested in joining the legal practice in the future. She also serves on the Zoological Society of Milwaukee Associate Board of Directors. Ms. Murn is an avid fitness and outdoor enthusiast and enjoys spending time with her children and husband and visiting her husband's family in England. 

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Speaker bio
Matthew B Wenzlau

Matthew B. Wenzlau

WSE Firm, PLLC
Matthew Wenzlau

is the founder of the WSE Firm, PLLC, located in Nashville, Tennessee and Scottsdale, Arizona. For over 25 years, he has worked in the music, film, entertainment, and privacy/data industries. Mr. Wenzlau's body of work includes securitization, funding and distribution for multi-million-dollar motion pictures; production counsel/producer for feature-length films and television shows; and general counsel for Grammy award winning music artists. His practice also includes specialized trusts, legal and branding matters, and client representation before federal, state and local regulatory agencies, including the USPTO, U.S. Copyright Office, and the SEC. Mr. Wenzlau is a long-time member of the Recording Academy, Gospel Music Association and Country Music Association. He earned his B.A. degree from Baylor University, his J.D. degree from Regent University School of Law and his M.B.A. degree from Arizona State University. Mr. Wenzlau is a member of the State Bar of Arizona and Tenesee Bar Association.

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Speaker bio
Glenn C Nunes

Glenn C. Nunes

Glenn C. Nunes Attorney
Glenn Nunes

is a solo practitioner. He handles civil and probate matters in all phases of litigation. Mr. Nunes earned his B.A. degree from the University of California, Davis where he graduated with Highest Honors and Phi Beta Kappa and his J.D. degree from the University of Virginia School of Law. He is admitted to practice law in California.

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