• ILS Speaker Series: SLAT Drafting with an AI Twist:  Introducing a Novel Drafting Process

    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.

  • North Carolina Bar 2026 Annual Estate Planning & Fiduciary Law Program

    Join us for the 2026 Annual Estate Planning & Fiduciary Law Program. This program covers significant estate planning, estate administration, and tax issues.  Designed to benefit both new and experienced lawyers alike, learn practical tips and gain insight to help you navigate challenges and opportunities in the current environment.