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Overview
Simple Follow-Along Exercises to Identify Risks and Interpretive Conflicts
AI, used correctly, is a tireless adversarial reader. It doesn't get fatigued on page 14. It doesn't share your assumptions. It will cheerfully tell you that your carefully crafted distribution standard is actually ambiguous in three different ways - if you ask the right questions.
That's what this course is about: asking the right questions, built for practitioners who want to move beyond the hype and into practical, hands-on competence. Using real trust provisions and live AI tools, you will learn how to interrogate your own drafting, surface ambiguities before a client or court does, and develop a disciplined workflow for AI-assisted review. Register today!
- Identify categories of trust language that are particularly susceptible to ambiguity and misinterpretation.
- Use AI tools to surface interpretive conflicts, statutory inconsistencies, and drafting gaps in trust instruments.
- Apply a structured AI-prompting framework to conduct pre-execution language reviews.
- Evaluate AI output critically, recognizing where AI analysis won't do.
- Integrate AI-assisted stress-testing into a defensible drafting workflow.
*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
- The Anatomy of Ambiguous Language
- Prompting AI to Find Interpretive Conflicts
- Distribution Standards - What Does "Best Interests" Mean?
- Trustee Succession and Vacancy Traps
- Spendthrift, In Terrorem, & Other Standard Provisions
- Trust Language Review Checklist
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
1.5 Total |
| Alaska CLE |
|
1.5 Total |
| Alabama CLE |
|
1.5 Total |
| Arkansas CLE |
|
1.5 Total |
| Arizona CLE |
|
1.5 Total |
| California CLE |
|
1.5 Total |
| Colorado CLE |
|
2 Total |
| Connecticut CLE |
|
1.5 Total |
| Delaware CLE |
|
1.5 Total |
| Florida CLE |
|
2 Total |
| Georgia CLE |
|
1.5 Total |
| Hawaii CLE |
|
1.5 Total |
| Iowa CLE |
|
1.5 Total |
| Idaho CLE |
|
1.5 Total |
| Illinois CLE |
|
1.5 Total |
| Indiana CLE |
|
1.5 Total |
| Kansas CLE |
|
1.5 Total |
| Louisiana CLE |
|
1.5 Total |
| Maine CLE |
|
1.5 Total |
| Minnesota CLE |
|
1.5 Total |
| Missouri CLE |
|
1.8 Total |
| Northern Mariana Islands CLE |
|
1.5 Total |
| Montana CLE |
|
1.5 Total |
| North Carolina CLE |
|
1.5 Total |
| North Dakota CLE |
|
1.5 Total |
| Nebraska CLE |
|
1.5 Total |
| New Hampshire CLE |
|
1.5 Total |
| New Jersey CLE |
|
1.8 Total |
| New Mexico CLE |
|
1.5 Total |
| Nevada CLE |
|
1.5 Total |
| New York CLE |
|
1.5 Total |
| Ohio CLE |
|
1.5 Total |
| Oklahoma CLE |
|
2 Total |
| Oregon CLE |
|
1.5 Total |
| Pennsylvania CLE |
|
1.5 Total |
| Rhode Island CLE |
|
1.5 Total |
| South Carolina CLE |
|
1.5 Total |
| Tennessee CLE |
|
1.5 Total |
| Texas CLE |
|
1.5 Total |
| Utah CLE |
|
1.5 Total |
| Virginia CLE |
|
1.5 Total |
| Vermont CLE |
|
1.5 Total |
| Washington CLE |
|
1.5 Total |
| Wisconsin CLE |
|
1.5 Total |
| West Virginia CLE |
|
1.8 Total |
| Wyoming CLE |
|
1.5 Total |
| Delaware Certified Paralegal Program |
|
1.5 Total |
| Florida Registered Paralegal |
|
2 Total |
| Indiana Paralegal CLE |
|
1.5 Total |
| Montana CLE Credit for Paralegals |
|
1.5 Total |
| North Carolina Continuing Paralegal Education |
|
1.5 Total |
| New Mexico Paralegal Division, State Bar of |
|
1.5 Total |
| Ohio Certified Paralegals |
|
1.5 Total |
| NFPA |
|
0 Total |
| Texas State Bar of Paralegal Division |
|
1.5 Total |
Select Jurisdiction
CLE
Paralegal
Agenda
-
"Stress-Testing" Your Trust Language With AI
- The Anatomy of Ambiguous Language
- Prompting AI to Find Interpretive Conflicts
- Distribution Standards - What Does "Best Interests" Mean?
- Trustee Succession and Vacancy Traps
- Spendthrift, In Terrorem, & Other Standard Provisions
- Trust Language Review Checklist
Who Should Attend
This applied course is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
K. Christopher Branch
founded the KC Branch Firm, PC. He has represented more than 100 suppliers and retailers of alcohol from all over the world in own practice for nearly 20 years in trial, regulatory, and transactional matters. Mr. Branch actively teaches professionals and students at regional wine forums, local colleges and major wine universities in France and California. He is admitted to practice in California. Mr. Branch has been an adjunct professor of Wine Law at Loyola Law School. He earned his B.A. degree from USC and his J.D. degree from Loyola Law School.
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