Webinars Archive | Legal Innovation Forum

AI Prompting Masterclass: Revamp Your LinkedIn Profile with a Custom GPT

Unlock the Power of AI: Revamp Your LinkedIn

Profile with a Custom GPT

Join us for a two-part webinar series designed exclusively for lawyers ready to take control of their LinkedIn presence using AI.

Hosted by Mariette Clardy-Davis, Assistant Vice President and Assistant General Counsel at Primerica, and an AI trainer for legal professionals, this hands-on series will teach you how to leverage a custom GPT to craft a standout profile.

OVERVIEW

Lawyers — while you’re immersed in client matters and legal challenges, your LinkedIn profile is having conversations without you.

The question isn’t whether people are looking you up — they absolutely are.
The real question is: What story is your profile telling when you’re not there to tell it yourself?

Business partners deciding whether to trust your guidance.
Industry peers scouting for speaking talent.
Conference organizers searching for panel experts.
Fellow lawyers evaluating your thought leadership.

Your professional narrative is being told online — whether you’re shaping it or not. And if you’re not actively curating that story, you’re leaving opportunity on the table.

Join us for this two-part series and enjoy a revamped LinkedIn profile page that’s sure to get you noticed.

Part 1: Rewriting Your Headline + About Section, August 21 | 12 - 1 PM ET

Use a legal-specific GPT to develop a headline that commands attention and communicates your unique value proposition
Craft a compelling “About” section that tells your professional story and positions your expertise
Gain prompting techniques that help you get better AI outputs — even if you’re new to GPT tools

Part 2: Elevating Your Work History + Experience, September 11 | 1 - 2 PM ET

Use AI to reframe your work experience in a way that’s clear, strategic, and aligned with your goals
Learn how to incorporate results, impact, and specialization into your role descriptions
Discover how to maintain tone, credibility, and compliance while showcasing your strengths

Bonus: Participants will receive ongoing access to the legal-specific GPT to continue refining their profile and applying AI to other professional tasks.

Artificial Intelligence Masterclass Series 2025

Curved green and gold metal minimalist futuristic image desktop

In this multi-session program, we will explore the transformative potential of AI, and dive into the key risks and opportunities it presents across all areas of the legal ecosystem. Learn how to harness the power of ai to enhance your legal department or law firm, while mitigating risk.

Free to attend

Upcoming webinars in the series:

Part 7: In-House Counsel Leadership Series | Talent in Transition: Building Legal Teams for the Next Decade | September 25, 2025, 1:00 to 2:00 pm ET

IN ASSOCIATION WITH

Recruiting and training legal talent to meet the evolving demands of the legal industry
Empowering young lawyers to drive AI adoption and help shape the future of legal workflow and legal departments writ large
Mentoring the people capable of reshaping your legal department to better manage risk
Guiding young lawyers into purpose-driven leaders

General Counsel + Chief Privacy Officer, Ampersand

General Counsel, TennCare

Founder + Principal, RMR Legal Consulting

Director - Data Privacy and Corporate Compliance, Greystar

Chief Revenue Officer, Axiom

Chief Technology Officer, Axiom

Part 8: AI Masterclass: Trust + Truth in Legal AI – Ethics, Risk, and Responsibility | October 8, 2025, 12:00 to 1:00 pm ET

IN ASSOCIATION WITH

Client Trust + Confidentiality: How to protect attorney–client privilege in AI-enabled workflows
Regulation + Compliance: Interpreting ABA guidance and emerging state/jurisdictional rules on AI
AI in Legal Judgment: Defining the boundary between machine output and human responsibility
Governance & Accountability: Building policies, training, and audit trails for responsible AI use

past webinars in the series:

Part 1: Creating effective AI prompts to optimize results for your business | April 10, 2025, 12:00 to 1:00 pm ET

Designing relevant prompts: Understanding the capabilities and limitations of your Generative AI platform to fully harness its potential
Identifying and avoiding hallucinatory answers or biases in data output
Live demonstrations: Real-world examples of successful AI generator prompts in action

IN ASSOCIATION WITH

Shareholder, Baker Donelson

Principal, Grant Thornton

Practice Area Consultant, LexisNexis Canada

Part 2: AI for large law firms: Embracing the artificial intelligence revolution | April 16, 2025, 12:00 to 1:00 pm ET

Best practices for moving from the experimental stage to full integration of effective AI platforms
Seamless integration of AI into your firm: Training and motivating lawyers to unlock the benefits of AI
Selecting the right technology to align with the strategic goals of your firm – and your clients

IN ASSOCIATION WITH

Founder + CEO, Andrew Terrett Consulting

Senior Director of Innovation and Knowledge, Davies Ward Phillips & Vineberg

Director of Practice Innovation, Fried Frank

Managing Director, Mid + Large Law, LexisNexis Canada

Part 3: AI for in-house legal departments: A practical guide for in-house counsel and their teams | April 30, 2025, 12:00 to 1:00pm ET

Key applications of AI for in-house counsel: Which tools will have the greatest impact on workflow?
Identifying AI solutions to create efficiencies and streamline processes in your legal department
Collaboration: How can AI tools be used as a catalyst to enhance collaborations with law firms and business partners?

IN ASSOCIATION WITH

AVP Assistant General Counsel Securities Business, Primerica

Head of Law, Compliance, + Government Relations Strategy + Operations, Manulife

Consultant (Corporate & Public Market), LexisNexis Canada

Senior Legal Operations Evangelist, Docusign

Part 4: Streamlining Legal Workflows Using AI to Enhance Research, Drafting, + Decision Making | June 24 2025, 12:00 to 1:00pm ET

Unlock Efficiency with AI-Enhanced Workflows: Learn how AI is addressing common legal workflow challenges by streamlining research, drafting, and client delivery—reducing time and improving accuracy.
Real-World Applications + Platform Integration: See how AI tools, including generative AI and integrated Microsoft Word features, are transforming legal practice, from intake to final delivery.
Business Impact + ROI: Understand how legal teams are quantifying time savings, boosting productivity, and making better strategic decisions through AI adoption.
Live Demo of AI Tools: Experience a hands-on demonstration of AI capabilities in action, including interactive use cases and live Q&A.

This webinar is eligible for the following credits:

Law Society of BC: This program is accredited for 1:00 hour of CPD
Law Society of Ontario: This program contains 1:00 hour of Professionalism Content
Under consideration by the North Carolina State Bar for 1.00 hour of CLE credit

IN ASSOCIATION WITH

Global General Counsel, Innova Solutions

Director of Legal Service Delivery, Honigman

VP, Enterprise Legal, OMERS

VP, Solution Engineering, Thomson Reuters

National Chief Operating Officer, BLG

Part 5: Accelerating the Deal: Harnessing AI + Automation to Fast-Track Closings | August 6, 2025, 12:00 to 1:00 PM ET

Identifying and incorporating the right AI platforms to enhance your practice
Using automation technology to streamline administrative tasks and improve the client intake experience
Navigating cost and governance concerns surrounding new technologies

IN ASSOCIATION WITH

Legal Counsel, Espresso Capital

Founding Partner, Acevedo Belt

Strategic Customer Success Manager, DealCloser

Partner, KMSC Law

Part 6: Interactive AI Prompting in Action: Real-World Applications for Lawyers | August 13, 2025, 12:00 to 1:00 PM ET

Understand how AI can streamline complex workflows, improve risk management, and enhance decision-making in high-stakes legal scenarios.
See AI in action with real-time demonstrations that address common challenges in contract review and M&A.
Learn best practices for integrating AI into your practice, from building prompts to interpreting outputs.
Engage directly by suggesting prompts and questions to test the capabilities of these tools live.
Take away tangible insights and strategies you can immediately apply to your legal workflows.

IN ASSOCIATION WITH

CEO, DraftPilot

Chief Technology Officer, Axiom

Director & Senior Counsel, eDiscovery Operations, Walgreens Boots Alliance

In-House Counsel Leadership Series | Talent in Transition: Building Legal Teams for the Next Decade

Designed for General Counsel, Associate General Counsel, and Legal Operations leaders. Join peers for a CLE-accredited discussion on building legal teams ready for the risk and uncertainty the next decade will bring.

Free to attend

CLE Accreditation
This program has been approved for 1.0 hour of CLE credit in Illinois, North Carolina, and Texas (and under consideration for Georgia).
Credits are reciprocal in New York and Hawaii.
Certificates of attendance will be provided for attorneys in self-reporting jurisdictions including (but not limited to) Arizona, Connecticut, Maryland, Massachusetts, Michigan, South Dakota, and other states as applicable. Please consult your state’s CLE authority for reporting requirements.

In Association With

OVERVIEW

Legal departments are experiencing a profound shift, changing the nature of the demands on junior lawyers and the seniors who hire and train them. With the rise in global uncertainty and the advent of AI, there’s a newfound emphasis on soft skills and the ability to effectively navigate risk. This new environment poses a crucial question for legal leaders: How do you identify and cultivate the talent needed to help businesses survive and thrive in a risk-on era?

Join a panel of thought leaders from legal departments for an insightful discussion on the current trends shaping the legal talent landscape, including economic pressures, greater uncertainty, generational shifts, new career expectations, and the evolving impact of AI on the sector.

Key Themes

Recruiting and training legal talent to meet the evolving demands of the legal industry
Empowering young lawyers to drive AI adoption and help shape the future of legal workflow and legal departments writ large
Mentoring the people capable of reshaping your legal department to better manage risk
Guiding young lawyers into purpose-driven leaders

Chair

Founder + CEO, The Legal Innovation Forum

General Counsel + Chief Privacy Officer, Ampersand

Chief Technology Officer, Axiom

Chief Revenue Officer, Axiom

General Counsel, TennCare

Director - Data Privacy and Corporate Compliance, Greystar

AI Masterclass | Trust + Truth in Legal AI – Ethics, Risk, and Responsibility

This program has been approved for CLE/CPD accreditation in the following jurisdictions:

Law Society of BC: This program is approved for 1.00 hour of CPD
The State Bar of Texas: This program is approved for 1:00 hour of CLE
North Carolina State Bar: This program is approved for 1.00 CLE hour
MCLE Board of the Supreme Court of Illinois: This program is approved for 1.00 CLE hour
NY approved through NY-approved jurisdiction: North Carolina for 1.00 CLE hour

This program is under consideration for CLE/CPD accreditation for the following jurisdictions:

CANADA CPD ACCREDITATION
Law Society of Ontario: This event is under consideration for 60 minutes of CPD

US CLE ACCREDITATION
Georgia Commission on Continuing Lawyer Competency: Under consideration for 1.00 CLE hour

In Association With

OVERVIEW

As AI tools become embedded in legal workflows, the stakes for ethical use, risk management, and client trust have never been higher. This session will explore how legal teams can embrace the benefits of AI while upholding and protecting professional responsibilities. Attendees will gain strategies for managing confidential client data, navigating regulatory requirements, and building internal governance structures that safeguard truth and trust in an AI-driven legal practice.

themes + agenda

Key themes

Client Trust + Confidentiality: How to protect attorney–client privilege in AI-enabled workflows.
Regulation + Compliance: Interpreting ABA guidance and emerging state/jurisdictional rules on AI.
AI in Legal Judgment: Defining the boundary between machine output and human responsibility.
Governance & Accountability: Building policies, training, and audit trails for responsible AI use.

agenda

Speaker introductions + context: Why ethics and trust matter most in AI adoption.

Panel discussion: Navigating risk in legal AI

Handling Confidential Client Data
AI Regulation and Compliance
AI in Legal Decision-Making

Practical takeaways: Building governance frameworks

Internal AI policies and approvals
Training programs for legal teams
Audit trails for compliance and risk management
Sample governance frameworks

Future proofing: What’s next in AI regulation + responsibility

Conclusion

Featured speakers

Chair

Founder + CEO, The Legal Innovation Forum

National Sales Lead, AI Powered Solutions, Thomson Reuters

Director - Senior Counsel, Société Générale

SVP, Chief Legal + Compliance Officer, Corporate Secretary, Richmond National

Vice President, Solution Engineering, Thomson Reuters

IN ASSOCIATION WITH

LIF InFocus | Mastering Data Protection, Building Digital Sovereignty

Free to attend

This program is under consideration for CLE/CPD accreditation

In Association With

OVERVIEW

For Canadian legal professionals, navigating data privacy and protection is a core professional and ethical obligation, with significant potential risks for those who fail to comply. The challenges of meeting that obligation are compounded by the use of artificial intelligence and the ever-increasing complexity of corporate digital infrastructure. And with the Canadian government’s recent inclusion of digital sovereignty in its nation-building agenda, the means of protecting the data of Canadians are set to evolve.

This practical one-hour session will focus on the evolving nature of data protection and digital sovereignty in Canada. Attendees will hear how some of Canada’s leading privacy officers are meeting their legal obligations in a shifting landscape.

themes + agenda

Key themes

Canada’s data privacy laws and the U.S. CLOUD Act
The move towards data sovereignty in Canada and what it means for digital infrastructure, data protection, and the use of artificial intelligence
Digital service agreements and third-party risk assessments
Third-party vendors as privacy partners

agenda

Speaker introductions and context: The shift towards data sovereignty in Canada and why it matters.

Panel discussion: Mastering data protection, building data sovereignty

Navigating Canada’s data privacy regulations
Current and potential threats to Canadian data privacy
Designing and futureproofing systems for data protection and data sovereignty
Risks and opportunities with third-party vendors

Practical takeaways

Leading strategies for building data sovereignty and insulating data from the reach of the U.S. CLOUD Act
Best practices for drafting strong digital service agreements and conducting third-party risk assessments
How to work with external partners to deliver results

Futureproofing: What’s next for data security and data sovereignty

FEATURED SPEAKERS COMING SOON

IN ASSOCIATION WITH

AI Masterclass | Interactive AI Prompting in Action: Real-World Applications for Lawyers

Free to attend

This program has been approved for CLE/CPD accreditation for the following jurisdictions:
CANADA CPD ACCREDITATION

Law Society of BC: This program is accredited for 1.00 hour of CPD
Law Society of Ontario: This event contains 60 minutes of CPD

US CLE ACCREDITATION

The Florida Bar: Approved for CLE credits: General CLE credits: 1.0
The State Bar of Texas: This program is accredited for 1:00 hour for CLE
North Carolina State Bar: Approved for 1.00 CLE hour
Georgia Commission on Continuing Lawyer Competency: Approved for 1.00 CLE hour
MCLE Board of the Supreme Court of
Illinois: Approved for 1.00 CLE hour
NY (NY-approved jurisdiction: North Carolina)

In Association With

OVERVIEW

Join us for a dynamic and interactive webinar designed for in-house lawyers and operations teams looking to harness the power of AI in their daily work. In this session, we’ll work within an AI tool and show you how to leverage it for real-world applications in contract analysis and M&A due diligence.

Through live demonstrations and interactive prompting exercises, you’ll discover how to craft precise prompts that yield actionable, reliable insights. Our experienced panelists, including tool vendors and practicing lawyers, will walk you through real use cases and share practical tips to help you:

Understand how AI can streamline complex workflows, improve risk management, and enhance decision-making in high-stakes legal scenarios.
See AI in action with real-time demonstrations that address common challenges in contract review and M&A.
Learn best practices for integrating AI into your practice, from building prompts to interpreting outputs.
Engage directly by suggesting prompts and questions to test the capabilities of these tools live.
Take away tangible insights and strategies you can immediately apply to your legal workflows.

Whether you’re exploring AI for the first time or seeking to refine your approach, this webinar will provide you with the knowledge and confidence to unlock the full potential of these cutting-edge solutions. Don’t miss this opportunity to elevate your practice and stay ahead in an evolving legal landscape.

Themes + Agenda

Setting the Stage: AI in Legal Workflows

How AI is transforming contract analysis and M&A due diligence
The role of effective prompting in maximizing AI output
Key use cases and real-world applications

Live Demo + Interactive Prompting

Live demonstration of how to generate redlines using AI, directly within Word
Example applications: redlining, playbook generation, and issue reporting
Interactive segment: audience suggests a live scenario to test how DraftPilot responds in real time
Open Q&A during the demo

Real-World Success Stories

Case studies from law firms and legal departments
Practical lessons and best practices from real implementations

Key takeaways

How to frame prompts for contract review and M&A due diligence
Hands-on examples of what these AI tools can deliver
How firms and legal departments are practically adopting these solutions
Opportunity to ask questions and see AI in action with real-time examples

Chair

Founder + CEO, The Legal Innovation Forum

CEO, DraftPilot

Chief Technology Officer, Axiom

Director + Senior Counsel of eDiscovery Operations, Walgreens Boots Alliance

AI Masterclass | Accelerating the Deal: Harnessing AI & Automation to Fast-Track Closings

Free to attend

Approved for 1.0 CLE/CPD accreditation for the following jurisdictions:

British Columbia
Ontario
Florida
Georgia
North Carolina
New York (NY-approved jurisdiction: North Carolina)
Texas
Illinois

In Association With

OVERVIEW

This webinar will explore how AI and automation are transforming transactional legal work, from matter intake to post-closing, by reducing friction, increasing visibility, and enhancing employee morale and client service.
This session targets a specific audience: deal lawyers, legal operations professionals, and knowledge managers working on high-volume or high-value corporate and commercial transactions.

The goal is to showcase how the DealCloser platform—powered by AI and automation—can serve as a competitive advantage by accelerating deal timelines, improving accuracy, and delivering a more transparent client experience.

themes + agenda

The Evolving Role of AI in Transactional Law
Explore how AI is reshaping the execution of corporate transactions, from M&A and financings to commercial closings, by automating core tasks like checklist and signature management, closing book creation, clause extraction, and streamlining deal collaboration. We’ll look at how deal teams are embedding AI into their workflows to scale delivery, reduce pressure on staff, and keep pace with client demand.
Opportunities + Risks in AI-Enabled Deal Execution
Automation offers clear efficiency gains but also introduces new risks. This theme addresses how transactional teams are using AI to reduce administrative burden and minimize human error across high-stakes matters while safeguarding against data quality issues, loss of control, and compliance concerns.
Gaining Competitive Advantage in the Transactional Market
In a fast-moving deal environment, legal service providers are differentiating through speed, reliability, and insight. We’ll explore how modern legal tech, from automated task flows to real-time deal intelligence and dashboards, supports faster closings, tighter project management, and better decision-making, while positioning firms to win and retain transactional mandates.
Responding to Evolving Client Expectations in Complex Deals
Clients in M&A, finance, and commercial transactions increasingly expect more than legal expertise, they want visibility, responsiveness, and accountability. This session explores how AI-driven platforms are enabling legal teams to deliver live status updates and integrated collaboration tools that build trust and streamline communication during every phase of the deal.
The Future of AI-Enabled Transaction Management
As transactional work grows more complex and time-sensitive, legal teams must adapt. We’ll discuss how law firms and legal departments are future-proofing their approach—by building tech-enabled workflows, leveraging historical deal data, and developing cross-functional teams that blend legal, operational, and digital capabilities to manage end-to-end deal execution more effectively.

Chair

Founder + CEO, The Legal Innovation Forum

Legal Counsel, Espresso Capital

Founding Partner, Acevedo Belt

Partner, KMSC Law

Strategic Customer Success Manager, DealCloser

IN ASSOCIATION WITH

LIF inFocus | Capital Markets Part 2: Financing Transactions In Commercial Real Estate

This is Part 2 of our 3-Part LIF InFocus Capital Markets Webinar Series

Free to attend

Approved for 1.0 CLE/CPD accreditation for the following jurisdictions:

British Columbia
Ontario
Georgia
North Carolina
New York (NY-approved jurisdiction: North Carolina)
Texas
Illinois

In Association With

OVERVIEW

The LIF InFocus: Capital Markets series brings together thought leaders and innovators to distill the critical insights needed to thrive in the ever-evolving North American private equity and venture capital ecosystems.

Join us for immersive discussions on three vital focus areas for change in 2025: The Deal Horizon, Private Equity and VCs, and Mastering AI. Led by expert panelists at the forefront of the legal and business ecosystems, each session will offer crucial insight into mitigating risk and harnessing opportunity in a risk-on world.

themes + agenda

PART 2 | FINANCING TRANSACTIONS IN COMMERCIAL REAL ESTATE - July 29, 12:00 to 1:00 PM ET

As the commercial real estate sector navigates a period of economic uncertainty and shifting investor expectations, capital markets professionals are being challenged to rethink how deals are structured and funded.

This discussion explores the key drivers, risks, and opportunities defining the future of commercial real estate financing, and offers insights on using technology to adapt and thrive in a rapidly changing market.

Drivers + trends: How are rising interest rates, inflation, and tightening credit markets reshaping capital availability and asset valuation in commercial real estate
Evolving deal structures: Exploring shifts in transaction strategies as dealmakers adapt to market volatility and changing risk profiles
Alternative financing + capital sources: Examining the growing role of non-bank lenders, private capital, and global investors in filling funding gaps and driving deal momentum
Leveraging technology in dealmaking: How AI tools, data analytics, and digital platforms can streamline the deal process for commercial real estate
Opportunities in the transaction landscape: Navigating sector-specific trends, and preparing for the next 12 months to stay competitive in a dynamic commercial real estate landscape

Chair

Founder + CEO, The Legal Innovation Forum

Senior Managing Director, Jones Lang LaSalle

Senior Solutions Consultant, iManage

Real Estate Partner, Herbert Smith Freehills Kramer

IN ASSOCIATION WITH

LIF InFocus | Residential Real Estate: Technology, Tools + Transformation

Streamlining Transactions with Legal Technology

In Association With

OVERVIEW

The residential real estate sector is undergoing a rapid transformation, driven by legal professionals adopting innovative tools to improve speed, security, and client service. From digital closings and ID verification to AI-assisted workflows and integrated conveyancing platforms, technology is reshaping how real estate law is practiced.

Join us for this insightful webinar as industry experts explore how legal technology is advancing the real estate transaction process. Discover emerging trends, practical tools, and real-world applications that are helping law firms meet the demands of today’s digital-first clients.

The session features a live product demonstration with David Richardson from LEAP Canada and Harrison Kelly, an Co-Founder and CEO of LawLabs, highlighting how the integration of Closer within LEAP’s legal software creates a seamless, end-to-end conveyancing experience.

themes + agenda

Trends + Drivers of digital transformation in residential real estate law
The Latest Tools for managing virtual closings, e-signatures, and remote ID verification
Real-time collaboration and automation strategies that improve compliance and client outcomes
Live demonstrations of LEAP + Closer integration in action

Don’t miss this opportunity to see how your firm can simplify conveyancing and deliver a better client experience through the power of legal technology.

Chair

Founder + CEO, The Legal Innovation Forum

Co-Founder and CEO, LawLabs

Business Development Manager, LEAP

Managing Partner, Bell Alliance

Lawyer, Sodagar & Company

IN ASSOCIATION WITH

British Columbia Estates Forum 2025

White graphic image of curved lines meeting minimalist picture

Free to attend

Law Society of BC: This program is accredited for 2.25 hours of CPD

In Association With

In association with Hammerco Lawyers, The Legal Innovation Forum presents the British Columbia Estates Forum.

OVERVIEW

The Legal Innovation Forum is pleased to present the annual British Columbia Estates Forum – a virtual event focused on evolutions in BC’s estates ecosystem.

The estates ecosystem in BC is undergoing a significant transformation, driven by shifting demographics, evolving provincial legislations, complex family dynamics, and the increasing globalization of wealth.

As the province experiences an unprecedented transfer of assets between generations, legal professionals are facing more intricate estate planning and litigation scenarios, including those involving blended families, cross-border holdings, and digital assets.

Join us as we bring together lawyers, accountants, financial planners, insurance specialists, AI experts, and trustees to drive communication and collaboration between professionals navigating the complex estate landscape in BC.

themes + agenda

Session 1: CASE LAW UPDATES + LITIGATION TRENDS | 12:00 to 12:40PM PT

Litigation in British Columbia’s estates ecosystem is on the rise, driven by evolving demographics, complex family dynamics, and legislative changes. As the Wills, Estates and Succession Act (WESA) continues to shape litigation, disputes over wills and inheritances are becoming more frequent, fueled by increasing wealth transfers, blended families, and challenges of undue influence.

This opening session will outline the latest drivers and trends in litigation, and will review some of the new cases from 2024/2025 to keep you up to date on the development of case law in BC.

Case law updates
Drivers + trends fueling wills variation claims
Rising cases of elder financial abuse: Financial exploitation of vulnerable seniors and misuse of powers of attorney
Complex family structures + inheritance disputes: How blended families, estranged relationships, and competing beneficiary claims are contributing to increased litigation

Partner, Hammerco Lawyers

Associate Counsel, Hammerco Lawyers

Session 2: AI IS COMING FOR ESTATES: LEVERAGING OPPORTUNITIES AND DE-RISKING CHALLENGES IN THE AGE OF AI | 12:40 to 1:00PM PT

AI is transforming estate planning and administration by enhancing efficiency, reducing errors, and streamlining complex legal processes. Machine learning algorithms help detect potential risks, such as inconsistencies in estate plans or signs of undue influence. AI is also being used to manage digital assets, ensuring that online accounts and cryptocurrency holdings are properly accounted for in estate plans.

This presentation reveals how AI is reshaping the estates ecosystem in BC by making planning, administration, and litigation more efficient and data-driven.

Leveraging AI to streamline the process of drafting wills, trusts and POAs amid the rise of complex family structures
How is AI poised to redefine wealth forecasting and tax optimization?
Harnessing the latest offerings in AI to enhance your practice and reduce risk in the estate planning process
Executor tensions and personal liability

Founder + CEO Andrew Terrett Consulting

Session 3: BENEFICIARIES WITH DISABILITIES: KEY CONSIDERATIONS FOR LAWYERS, AND THE ROLE OF THE PUBLIC GUARDIAN AND TRUSTEE | 1:00 to 1:30PM PT

Lawyers and estate professionals must carefully address disability considerations to ensure the long-term financial security and well-being of beneficiaries with disabilities, including appointing responsible trustees or guardians, and planning for future care needs through representation agreements or power of attorney documents.

The Public Guardian and Trustee (PGT) of British Columbia also plays a vital role in protecting the interests of individuals who are unable to manage their own financial or legal affairs.

This session examines the role of lawyers and the PGT in guiding families through the estate planning process to protect the needs of a disabled beneficiary.

Preserving government benefits: Structuring estate plans to ensure individuals with disabilities retain access to income and support programs
Henson Trusts: Understanding trusts that allow assets to be managed for the beneficiary’s benefit without affecting government assistance eligibility
Role of the PGT: Protecting financial and legal interests of individuals who cannot manage their own affairs
Appointing a responsible trustee: Choosing a reliable trustee to manage assets in the best interest of the beneficiary
Challenging wills: Initiating litigation and representing parties under a disability

Partner, McLellan Herbert Locke LLP

Session 4: VIRTUAL SIMULATION: INTERGENERATIONAL AND INTERNATIONAL TRANSFER OF WEALTH | 1:30 to 2:15PM PT

This dynamic session features a roundtable of respected estate advisors who will lead a real-time, interactive simulation examining various scenarios that can arise (and approaches to them) during the unwinding of a complex estate, including:

When a person dies: What happens when they have a will versus when they don’t have a will?
Navigating tax issues amid the Great Wealth Transfer, and the rise of gifting while living
Cross-border estate considerations: Families with assets or beneficiaries in multiple countries must navigate international inheritance laws and reporting requirements.
Challenges in estate planning: Complex family structures, varying tax laws, and different financial literacy levels among heirs create planning difficulties
Working with a roundtable of advisors

Shareholder, boughtonlaw

Counsel, boughtonlaw

Partner, Family Office Services MNP

Executive Trust Officer, TEP

Legal Counsel, Hammerco Lawyers

Unlock the Power of AI: Revamp Your LinkedIn Profile with a Custom GPT

OVERVIEW

Part 2: Elevating Your Work History + Experience, September 11 | 1 - 2 PM ET

Bonus: Participants will receive ongoing access to the legal-specific GPT to continue refining their profile and applying AI to other professional tasks.

Upcoming webinars in the series:

Part 7: In-House Counsel Leadership Series | Talent in Transition: Building Legal Teams for the Next Decade | September 25, 2025, 1:00 to 2:00 pm ET

IN ASSOCIATION WITH

Part 8: AI Masterclass: Trust + Truth in Legal AI – Ethics, Risk, and Responsibility | October 8, 2025, 12:00 to 1:00 pm ET

IN ASSOCIATION WITH

past webinars in the series:

Part 1: Creating effective AI prompts to optimize results for your business | April 10, 2025, 12:00 to 1:00 pm ET

IN ASSOCIATION WITH

Part 2: AI for large law firms: Embracing the artificial intelligence revolution | April 16, 2025, 12:00 to 1:00 pm ET

IN ASSOCIATION WITH

Part 3: AI for in-house legal departments: A practical guide for in-house counsel and their teams | April 30, 2025, 12:00 to 1:00pm ET

IN ASSOCIATION WITH

Part 4: Streamlining Legal Workflows Using AI to Enhance Research, Drafting, + Decision Making | June 24 2025, 12:00 to 1:00pm ET

IN ASSOCIATION WITH

Part 5: Accelerating the Deal: Harnessing AI + Automation to Fast-Track Closings | August 6​, 2025, 12:00 to 1:00 PM ET

IN ASSOCIATION WITH

Part 6: Interactive AI Prompting in Action: Real-World Applications for Lawyers | August 13​, 2025, 12:00 to 1:00 PM ET

IN ASSOCIATION WITH

In Association With

OVERVIEW

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IN ASSOCIATION WITH

In Association With

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Practical takeaways

FEATURED SPEAKERS COMING SOON

IN ASSOCIATION WITH

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Chair

In Association With

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Chair

IN ASSOCIATION WITH

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PART 2 | FINANCING TRANSACTIONS IN COMMERCIAL REAL ESTATE - July 29, 12:00 to 1:00 PM ET

Chair

IN ASSOCIATION WITH

Streamlining Transactions with Legal Technology

In Association With

OVERVIEW

themes + agenda

Chair

IN ASSOCIATION WITH

In Association With

OVERVIEW

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Session 1: CASE LAW UPDATES + LITIGATION TRENDS | 12:00 to 12:40PM PT

Session 2: AI IS COMING FOR ESTATES: LEVERAGING OPPORTUNITIES AND DE-RISKING CHALLENGES IN THE AGE OF AI | 12:40 to 1:00PM PT

Session 3: BENEFICIARIES WITH DISABILITIES: KEY CONSIDERATIONS FOR LAWYERS, AND THE ROLE OF THE PUBLIC GUARDIAN AND TRUSTEE | 1:00 to 1:30PM PT

Session 4: VIRTUAL SIMULATION: INTERGENERATIONAL AND INTERNATIONAL TRANSFER OF WEALTH | 1:30 to 2:15PM PT

Let's keep in touch.

Unlock the Power of AI: Revamp Your LinkedIn

Profile with a Custom GPT

Part 5: Accelerating the Deal: Harnessing AI + Automation to Fast-Track Closings | August 6, 2025, 12:00 to 1:00 PM ET

Part 6: Interactive AI Prompting in Action: Real-World Applications for Lawyers | August 13, 2025, 12:00 to 1:00 PM ET