PO Box 948, Clayton, CA 94517 T: 925.778.1165   |   F: 925.778.1163   |   E: TriValleyEPC@gmail.com

January 9, 2025 5:30pm to 7:00pm (ZOOM)

The Impact of Artificial Intelligence on Law and the Practice of Law: Key Considerations and Emerging Tools Presented by:  Stephen S. Wu, J.D., Shareholder with Silicon Valley Law Group -and- Arthur E. Rothrock, J.D., CEO & Cofounder of Legion Legal Tech Owner of Rothrock Legal 1 Hour of MCLE Technology Continuing Education Credit Offered

Presentation Summary:

This program provides an overview of artificial intelligence (AI) technology and its growing impact on the practice of law. Attendees will gain an understanding of AI's capabilities, limitations, and the ethical considerations surrounding its use by clients and in legal practice. The speakers will discuss the importance of staying informed about AI developments and share insights into effectively and safely integrating AI tools into legal workflows. The program will also touch on some of the emerging AI tools being adopted in various practice areas.  Finally, the program will provide survey of some of the AI legal issues that business and individual clients may face.

Learning Objectives:

• Explain key AI concepts, capabilities, and limitations as relevant to law and the practice of law
• Identify best practices for safely and ethically integrating AI tools into legal workflows
• Provide an overview of emerging AI tools being adopted in various practice areas and key issues in AI law affecting businesses and individuals

About Our Speakers:

Stephen Wu is a shareholder with Silicon Valley Law Group and a nationally recognized authority on the legal implications of cutting-edge technologies like AI, robotics, and autonomous vehicles. His practice includes compliance, technology transactions, tech litigation, incident response, and creating AI, data privacy, and information security governance programs for clients. He serves as Chair of the ABA's AI and Robotics National Institute and was appointed by the American Bar Association President to the Task Force on Law and Artificial Intelligence. A Harvard Law graduate, Stephen has authored six books and numerous articles on technology law topics. In 2007, Stephen spearheaded the creation of the first committee in the ABA to examine AI. He helped found several other ABA Science & Technology Law Section Committees and previously served as Chair of the Section. Stephen's extensive experience and thought leadership make him a sought-after speaker and advisor on the intersection of law and emerging technologies.

Arthur Rothrock is the co-founder and CEO of Legion, an AI-powered litigation support platform that drafts pleadings, discovery, motions and other documents. A former Hopkins & Carley (now Lathrop GPM) Trust & Estate litigator, Arthur's new legal practice Rothrock Legal is pioneering a hybrid hourly rate/per page billing model to account for how AI will change the landscape of legal practice. He also hosts "The Legal Entrepreneur Podcast," featuring insightful discussions with other attorneys on the challenges and opportunities of running a law practice in today's dynamic environment. Arthur holds a J.D. from Santa Clara University School of Law where he served on the executive boards of both Law Review and the High Tech Law Journal.

ZOOM Webinar Agenda/Schedule

January 9, 2025

5:30pm - Webinar Open/ 20 minutes of Networking

5:50pm - Sponsor talk

5:55pm- Speaker Program

7:00pm- Webinar Concludes

COST

Members - $25     |     Guests - $35

*ZOOM Link will be included in your confirmation email*

 

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.

Estate Planning and Administration for Blended Families

Presented by:

Daniel T. Quane, Esq.,

Partner at Doyle Quane

___________________________________________

Presentation Summary:

This program will address the unique planning considerations for blended families. For the purposes of this discussion, a blended family is defined as one in which at least one spouse has children from a previous relationship. We will explore key steps that should be taken to ensure the client’s wishes are carried out effectively, while minimizing the potential for future conflicts.

We will begin by discussing the importance of property agreements to clearly define the characterization of property as separate or community property. This is essential to prevent the automatic application of default characterization rules that often lead to outcomes inconsistent with the client’s intentions.

Next, we will review various strategies for the disposition of assets upon the death of the first spouse. These include options such as Survivor’s Trusts, QTIP Trusts, Bypass Trusts, and portability of the estate tax exemption. We will also cover the critical considerations surrounding beneficiary designations for retirement accounts and life insurance policies.

The program will then focus on the administration of trusts and retirement accounts during the surviving spouse’s lifetime, as well as the distribution of assets upon their death. Finally, we will examine opportunities for gift and estate tax planning within the context of blended families, particularly for high net worth clients seeking to minimize their estate tax liability.

Learning Objectives:

Understanding the need for pre and post marital agreements to accomplish estate planning goals.

Understanding Trust disposition options at the death of the first spouse- Bypass Trust, QTIP Trust, Survivor’s Trust, Disclaimer Trust and portability of the estate tax exemption.

Understanding retirement account beneficiary designation options and associated inherited IRA rules.

About Our Speaker:

Daniel T. Quane manages the Doyle Quane

Trusts and Estates practice. Dan is a Certified

Legal Specialist in Estate Planning, Trusts and Probate Law. He has LL.M. degrees in Taxation

and Estate Planning, Trust & Probate Law and he was selected to Super Lawyers in 2021 through 2024.

A Special Thanks to Our Event Sponsor:

Jessica Franke, CPA

Principal & Co-founder, Maven Oak CPAs

P: (925) 548-6102

jfranke@mavenoak.com

________________________________________

Meeting Agenda/Schedule

February 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

Members - $95     |     Guests - $115

AFTER 2/4/2025

Members - $105     |     Guests - $125

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

Protecting Attorneys from Accepting or Litigating Electronically Altered or Fabricated Estate Documents

Presented by:

M. Patricia Fisher

Board Certified Document Examiner

___________________________________________

Presentation Summary:

Locating the original probate documents is often difficult.  According to LegalZoom, 52% of people don’t know where the Decedent’s estate planning documents are stored.  This leaves an opportunity for predators to create the missing estate documents that often include the estate’s assets.

Attorneys will see an increase in copies of estate documents rather than originals, and the likelihood of these documents being electronically altered or fabricated is becoming more common.

This presentation will raise awareness of the different methods predators are currently using to create estate documents.  Attorneys can take steps to protect themselves from their own clients and opposing counsels who may be proffering electronically altered or fabricated documents.

Learning Objectives:

Raise awareness when electronically manipulated documents are submitted by your client or opposing counsel.
Identify red flags that estate documents have been electronically manipulated.
What steps to take when estate documents are potentially electronically manipulated.

About Our Speaker:

M. Patricia Fisher is a Board Certified Document Examiner with over 35 years specializing in the examination of estate documents including trusts, wills, holographic wills, health care directives, deeds to property and other documents related to the estate’s assets.  She also specializes in questioned documents in financial elder abuse cases. To date, she has worked on over 1000 cases involving estate documents.  She has presented on the subject of questioned estate documents to probate sections of county Bar Associations, as well as to fiduciaries, forensic nurses, licensed private investigators, public administrators, and other groups.   Ms. Fisher maintains a laboratory in San Ramon, California, to conduct nondestructive examinations of estate and other documents.

A Special Thanks to Our Event Sponsor:

Meredith Taylor, CLPF, MFT

Owner, IMT Associates

P: (510) 352-6000

mtaylor@imtassociates.com

A Special Thanks to Our Wine Sponsor:

 Daniel Quane, Esq.

Partner, Doyle Quane

P: (314-2335

dquane@doylequane.com

Meeting Agenda/Schedule

March 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

Members - $95     |     Guests - $115

AFTER 3/4/2025

Members - $105     |     Guests - $125

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