ESTATE PLANNING COUNCIL OF EASTERN NEW YORK, INC.

Artificial intelligence is rapidly becoming part of the legal profession, creating new opportunities for efficiency while raising important questions about professional responsibility and the practice of law. For estate planners, the implications of AI extend beyond document generation to the ways attorneys manage their practices, communicate with clients, and collaborate with other professionals.

Join Professor Patrick Conners of Albany Law School, William Prest of LexisNexis, and Brinsley Yaple of LexisNexis for an interactive discussion on the evolving role of AI in estate planning.

The panelists will answer questions and share their perspectives on three focused areas:

• Ethics: What ethical considerations should estate planners address when incorporating AI into their practices? How do existing professional responsibilities apply to AI-assisted work?

• Practice Functionality: Where can AI meaningfully assist an estate-planning practice, and what should practitioners consider when integrating AI into their day-to-day workflows?

• Communication & Collaboration: How does the use of AI affect communication with clients, financial advisors, accountants, and other professionals involved in the estate-planning process?

Designed as a practical and thought-provoking conversation, this program will explore both the opportunities and the professional considerations surrounding AI, helping estate-planning practitioners better understand how this evolving technology may affect the way they practice law and serve their clients.