ESTATE PLANNING AND TRUST COUNCIL OF LONG BEACH

AI tools like ChatGPT and Claude are transforming how legal and financial professionals work, but they come with real risks that fiduciaries can't afford to ignore. This session cuts through the hype to explain what AI actually is, where it fails (including the hallucination problem that's already cost attorneys thousands in sanctions), and how to use it responsibly. The goal isn't to replace your judgment—it's to make AI work for you without putting your practice at risk. Attendees will leave with a practical framework for implementing AI while protecting client confidentiality and meeting ethical obligations.

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