AI in Estate Planning: Ethical and Practical Considerations
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.
This OnDemand CLE program earns 1 hour of Technology credit in California, Connecticut, Illinois, and Vermont. It aired October 12, 2023 and features Angelica F. Russell-Johnson and Sarah Kerr Severson.
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