ILS Speaker Series: SLAT Drafting with an AI Twist: Introducing a Novel Drafting Process
June 17 @ 4:00 pm – 5:30 pm EDT
Webinar Description
Earlier this year, we presented “Thirty-One Flavors of SLATs” — a webinar designed to illustrate the wide variety of options that should be considered when drafting Spousal Lifetime Access Trusts. In that presentation, we found far more than thirty-one ways to craft an irrevocable trust with the trust creator’s spouse as the primary beneficiary. We planned a follow-up drafting workshop to demonstrate a novel process — collaborative, AI-assisted, and built to deliver more value to the client. That workshop has arrived.
Frequent commentators Jonathan Blattmachr and Martin Shenkman are joined by attorneys Thomas Tietz and Teresa Bush to demonstrate a collaborative SLAT drafting session. The speakers use an automated document assembly system to illustrate drafting options for a hypothetical (but not ultra-wealthy) client, discussing those options as they go — considering choices, making decisions, and explaining why provisions are included or omitted for this particular client.
The presentation then shows how the recorded session can generate first a transcript and then a draft client communication that explains why choices were made, giving the client a different perspective on the complexity of this work. The AI tools used to generate the client memo are introduced, along with why drafting together carries real advantages over drafting alone.
InterActive Legal Speaker Series Presents
Jonathan G. Blattmachr, Esq.
Editor in Chief and Co-Founder
InterActive Legal
Teresa L. Bush, Esq.
Director of Education and Content Support Services
InterActive Legal
Martin M. Shenkman, Esq.
InterActive Legal Advisor
Thomas A. Tietz, JD
Shenkman Tietz
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Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.
Connect, Collaborate and Create ®
Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.
