Registration, Breakfast, and Sponsors

A full breakfast is included.  Please arrive at 8:00 am to enjoy breakfast, get checked in, and spend some time with the Sponsors who help make this event possible.

Welcome & Comments

MassForum Business
Introduction to the role and responsibilities of the Board and Committees.
Elections

AI and the Future of Estate Planning Practice

Artificial Intelligence is rapidly transforming the legal profession. Our morning program will explore how estate planning attorneys can harness AI responsibly and effectively while managing ethical, malpractice, and cybersecurity concerns.

Topics will include:

• Ethical considerations surrounding AI in legal practice
• Malpractice and liability exposure
• Confidentiality and data security issues
• How clients are arriving at consultations armed with AI-generated information
• Practical applications of tools such as ChatGPT, Claude, and other emerging technologies

Visit Sponsors & Break
 

AI Roundtable

Achieving work-life balance starts with optimizing your practice’s productivity. In this session, we’ll explore practical strategies and tools to leverage resources and enhance workflow management, focusing on what matters most—and has the greatest impact. By freeing up your time and streamlining operations, you’ll enjoy greater satisfaction from your work, with more opportunities to focus on growing your business, spending time with loved ones, and enjoying life outside the office.

Lunch & Discussion

During lunch, we will have a roundtable discussion.  
Lunch is included with tuition.

Speedbumps and Potholes on the EP Highway

Even the best-designed estate planning process can encounter client obstacles along the way. This highly interactive session will examine the issues, complications, and surprises that estate planning attorneys commonly face throughout the client journey—from the initial consultation through document signing, delivery, funding, and post-signing implementation.
Drawing on the collective experience of the group, participants will discuss real-world challenges and practical solutions when dealing with difficult client situations and common practice-management pitfalls
Attendees will leave with proven ideas, procedures, and best practices that can be immediately implemented in their own firms.  

Visit Sponsors & Break

The Massachusetts Forum/WealthCounsel Custom Clause Exchange 

Exclusive clause-sharing session featuring drafting techniques and provisions contributed by fellow Massachusetts WealthCounsel members. Presenters will share custom provisions they use in their practice and in WealthDocx documents to address real-world planning challenges, explain the purpose behind the language, and discuss how the clauses improve outcomes for clients. By the conclusion of the program, attendees are expected to receive and take home a collection of custom estate planning clauses gathered from experienced Massachusetts WealthCounsel practitioners—a unique resource that can provide drafting ideas and practical solutions long after the symposium ends.