Doors Open

Registration, Continental Breakfast, Networking, Opening Remarks

AI in Law Practice Today: Trends & Tools

Legal professionals are no longer asking if they should adopt AI but how they can do so effectively. With 79% of legal professionals now using AI tools daily, the pace of innovation continues to accelerate. We will dive into the following areas during this presentation: top trends shaping the future of AI-driven legal practice; using an assessment to determine how AI can benefit your law firm; how AI policies help you safeguard your practice; and specific tools to help you experience AI as part of your law practice.

(1 hour Technology CLE Credit Pending)

Break

Capacity Issues

More information coming soon.

(1.5 hours General CLE Credit Pending)

Lunch

A Sit-Down with Corporate Fiduciaries: What Every Estate Planning Attorney Should Know

What happens after your estate planning documents are signed and a corporate fiduciary takes over? Are your documents giving fiduciaries the authority and flexibility they need, or are you inadvertently creating obstacles to effective administration? Join three experienced professionals from Old North State Trust for a candid, behind-the-scenes discussion of what every estate planning attorney should know about working with corporate fiduciaries. Learn how fiduciaries actually exercise discretion, make difficult distribution decisions, manage complex and unusual assets, navigate special needs trusts, and address investment and administrative challenges. The discussion will also explore common drafting pitfalls, practical considerations in selecting fiduciaries, and the attorney–fiduciary relationship. Through real-world insights and an open exchange of ideas, attendees will gain a better understanding of how their planning decisions affect the people and institutions ultimately responsible for carrying them out.

(1.5 hours General CLE Credit Pending)

Closing Remarks and Adjourn