Generative AI

Live Online

Leveraging AI in Estate Planning and Administration

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Pending 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Live Online
6 hours
Spiro Verras
Lora Williams
Neal Jannol
David Taylor
With Spiro J. Verras from Verras Law, P.A. + 3 others

Mon, Dec 14, 00:00 AM – 00:00 PM

Product ID 102990

Register For Course

Course Includes
$429

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Work Smarter, Draft Faster, and Serve Clients Better With AI

Estate planning and administration practice is drowning in repetitive drafting, document review, and asset tracking - work that eats into your hours and slows down client service. This practical course shows you exactly how AI applies to trusts and estates work, with on-screen demos of AI drafting wills, trusts, and other documents in real time. You'll leave knowing how to vet AI tools, avoid the ethical and malpractice pitfalls, and put AI to work across your practice. Don't get left behind - start building an AI-ready estate planning practice. Register today!

  • Get compliant, practical guidance on ethical AI use under the Model Rules.
  • Learn how to vet, implement, and safeguard against risk when adopting AI tools.
  • Watch live demos of using AI tools to draft and review wills, trusts, and POAs, then speed up your own review.
  • Discover how AI streamlines trust and estate administration tasks.
  • Explore how AI supports tax and financial analysis for trusts and estates matters.
  • Find out how AI can help you run and grow a smarter trusts and estates practice.
*Mention of specific products or providers is informational only and does not constitute NBI endorsement. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. AI Ethics for Estate Planning Attorneys
  2. AI Tools, Workflow, Implementation, and Risk Management
  3. AI-Powered Drafting and Document Automation
  4. AI-Assisted Tax and Financial Analysis for Trusts and Estates Practice
  5. AI in Trust and Estate Administration
  6. Running and Growing Your Trusts and Estates Practice With AI

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102990

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Pending 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. AI Ethics for Estate Planning Attorneys

    1. Competence and Supervision Duties When Using AI Under the Model Rules
    2. Protecting Client Confidentiality When Using AI Platforms
    3. Maintaining the Duty of Loyalty and Independent Judgment
    4. Malpractice Traps and Billing for AI-Assisted Work: What's Permissible
    5. Disclosing AI Use to Clients and Fiduciaries

  2. AI Tools, Workflow, Implementation, and Risk Management

    1. Vetting AI Tools for Your Practice
    2. Integrating AI Into Existing Workflows Without Disruption
    3. Counteracting AI Bias and Limitations in Drafting and Analysis
    4. Data Security and Data Training Issues
    5. Insurance Considerations for AI-Assisted Practices
    6. Client Communication: Setting Expectations Around AI Use

  3. AI-Powered Drafting and Document Automation

    1. Using AI to Draft Wills, Trusts, and Powers of Attorney
    2. Document Automation and Template Assembly Tools
    3. AI-Assisted Review: Catching Errors and Inconsistencies
    4. Editing and Verifying AI Output Before It Reaches a Client
    5. In-Depth Estate Plan Review: Issue Spotting and Ensuring All the Elements Work Together

  4. AI-Assisted Tax and Financial Analysis for Trusts and Estates Practice

  5. AI in Trust and Estate Administration

    1. Asset Inventory and Tracking With AI-Enabled Tools
    2. AI Support for Fiduciary Accountings and Distributions
    3. Streamlining Probate Filings and Court Documents
    4. Communicating With Beneficiaries, Creditors, and Others Using AI-Assisted Tools

  6. Running and Growing Your Trusts and Estates Practice With AI

    1. Improving Client Intake and Case Management
    2. Streamlining Administrative Tasks: Billing, Scheduling, etc.
    3. Staying Updated on the Latest Law and Practice Changes
    4. Business Planning, Budgeting, Benchmarking
    5. Gauging Marketing Strategy and Creating Materials and Presentations

Who Should Attend

This program is designed for attorneys. Paralegals will benefit from the drafting and administration content and should attend. Trust officers, fiduciaries, and law firm administrators or practice management professionals who support estate planning and trust administration matters will also find this program valuable.

Speakers

Spiro J Verras
Spiro J.
Verras
Verras Law, P.A.
Lora N Williams
Lora N.
Williams
Williams Law Office, PC
Neal B Jannol
Neal B.
Jannol
Law Office of Neal B. Jannol
David M Taylor
David M.
Taylor
Twin Falls Estate Planning
Speaker bio
Spiro J Verras

Spiro J. Verras

Verras Law, P.A.
Spiro Verras

is the founding attorney and president of Verras Law, P.A., which maintains locations in Palm Harbor, St. Petersburg and Tampa. His current practice focuses on estate planning, probate and trusts, elder law, guardianships, corporate and commercial transactions. Mr. Verras is active in bar organizations, including the Clearwater Bar Association and the Hillsborough County Bar Association. He is also a member of the Real Property Probate and Trust Law, and Elder Law sections of The Florida Bar; Trusts, Estate, Probate and Immovable Property Law Section of the Louisiana State Bar Association; and Real Estate, Probate and Trust Law and LGBT Law sections of the State Bar of Texas. In addition to his state bar memberships, he has been admitted to practice in local and federal district courts, U.S. Fifth Circuit Court of Appeals, U.S. Eleventh Circuit Court of Appeals and U.S. Supreme Court. Mr. Verras is also a member of the Academy of Florida Elder Law Attorneys and the National Academy of Elder Law Attorneys. He earned his B.A. degree from Yale University and his J.D. degree from Tulane Law School.

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Speaker bio
Lora N Williams

Lora N. Williams

Williams Law Office, PC
Lora Williams

is sole owner of Williams Law Office, PC near Greensburg, Indiana, where her primary focus is estate and business planning. She also maintains a creditor collections practice in central Indiana. Ms. Williams is a frequent presenter for National Business Institute, and has previously taught business law courses at Indiana Wesleyan University and Butler University. She earned her B.A. degree from Purdue University, her J.D. degree from Syracuse University and her Master in Public Administration Degree from Syracuse University. Ms. Williams is a member of the Indiana State Bar Association, Indianapolis Bar Association, Decatur County Bar Association and Kentucky Bar Association. She is admitted to practice law in both Indiana and Kentucky.

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Speaker bio
Neal B Jannol

Neal B. Jannol

Law Office of Neal B. Jannol
Neal Jannol

is a sole practitioner in Los Angeles at the Law Office of Neal B. Jannol. He has been an attorney for more than 20 years, and concentrates his practice on sophisticated estate and tax planning for individual clients, the representation of individual and corporate fiduciaries, and the administration of estates and trusts. Mr. Jannol's experience includes drafting revocable and irrevocable trusts, business succession planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures. He is a member of the State Bar of California. Mr. Jannol earned his B.A. degree, magna cum laude, from the University of California at Los Angeles and his J.D. degree from the University of California at Berkeley, Boalt Hall School of Law.

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Speaker bio
David M Taylor

David M. Taylor

Twin Falls Estate Planning
David Taylor

is an attorney and managing member of two law firms: Twin Falls Estate Planning, PLLC, in Idaho and Red Cliffs Estate Planning, PLLC, in Utah. He is likewise licensed in both states. He focuses his practice on estate planning, trust administration, and business law. Mr. Taylor earned his bachelor's degree from Boise State University and his J.D. degree from Concordia University School of Law. While in law school, he interned for Idaho Estate Planning, an estate planning firm in Eagle, Idaho, where he developed a passion and knowledge for estate planning. Mr. Taylor also participated in Housing Clinic, where he represented tenants in landlord-tenant disputes. He and his wife are parents of boy-girl twins who were born a week after his first year of law school.

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