AI in Estate Planning: Ethical and Practical Considerations



Join first, then login to BHBA+ to access this program.

Credit Details
Credit Hours:
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
Original Air Date:
October 12, 2023
Accredited In:
California, Connecticut, Illinois, Vermont

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Program

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.

Meet the Speakers
Angelica F. Russell-Johnson
Angelica F. Russell-Johnson


Associate, ArentFox Schiff

Angel advises clients on a broad range of estate planning issues with a focus on charitable gift planning. She is committed to pro bono work and recently served as a Public Interest Law Initiative fellow for Just the Beginning: A Pipeline Organization, where she drafted law student curriculum, hypotheticals for mock oral arguments, and evaluation metrics for judges grading oral arguments.

... Read more
Sarah Kerr Severson
Sarah Kerr Severson


Partner, ArentFox Schiff

Sarah brings an instinct for facilitating transition and a keen awareness of the “softer side,” familial and social issues, which uniquely position her to guide clients through special needs planning, wealth transfer planning and charitable planning techniques.

A counselor to those with significant wealth, Sarah assesses her client’s circumstances, diagnoses the issues and coordinates a plan that meets both immediate and long-term goals. Her holistic approach takes into account all of the financial, personal, tax and non-tax objectives in play.

Sarah recognizes that her client’s plans and established entities have lives of their own; they need continuous care and feeding. Sarah quarterbacks all issues that affect her clients and takes very seriously her role as a trusted business adviser and confidant for current and future generations. 

... Read more

Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.

This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.

Tells us who you need and when below

Please enable JavaScript in your browser to complete this form.
What type of support staff are you looking for?