AI & the Future of Estate Planning:
Practical Tools, Ethical Risks, & Opportunities for Professionals
Presentation Summary
Artificial Intelligence is rapidly changing how attorneys, financial advisors, and estate planners practice. This presentation will cut through the hype and focus on the
real-world ways AI is being used today—from drafting, research, and compliance to client engagement and business efficiency. We’ll also explore the risks, including ethical pitfalls, confidentiality, and bias. Attendees will leave with a grounded understanding of AI’s role in estate planning and how to use it effectively without losing sight of professional judgment.
Learning Objectives
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Identify practical applications of AI in estate planning, law, and financial services, including document drafting, research, and client communication.
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Evaluate ethical, legal, and compliance risks associated with AI use, such as confidentiality, bias, and professional responsibility.
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Develop strategies to integrate AI responsibly into professional practice to improve efficiency, accuracy, and client service while maintaining sound judgment.
About Our Speaker
Michael S. Pierson, Partner
Key Counsel, P.C.
Michael S. Pierson is a partner at Key Counsel, P.C., where he focuses on civil litigation, probate and conservatorships. He is the President-Elect of the Contra Costa County Bar Association and has also served as a Temporary Judge. In addition to his legal practice, Michael is an AI consultant and frequent speaker, advising professionals on integrating artificial intelligence into law, business, and estate planning. A graduate of UC Berkeley and JFKU School of Law, he combines courtroom experience with forward-looking insights on technology and innovation.
Meeting Agenda/Schedule
November 6, 2025
6:00pm - Check In, Networking & Reception
6:30pm - Sit Down Plated Dinner
6:45pm- Welcome & Announcements
7:00pm- Speaker Presentation
8:00pm- Event Concludes
REGISTRATION COST
EPC Members - $95 | Guests - $115
AFTER 11/4/2025
EPC Members - $105 | Guests - $125
SPECIAL THANKS TO OUR EVENT SPONSOR
Ryan Lockhart, Esq. Principal
Lockhart Legacy Law
925.276.0093
ryan@lockhartlegacylaw.com
The Tri-Valley Estate Planning Council is a multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:
Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy; Communication and collaboration with peers across disciplines; A reliable network of referral sources with experienced, like-minded professionals
