The Role of AI in Estate Planning
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REGISTRATION IS CLOSED FOR THIS EVENT
LUNCHEON PROGRAM
THURSDAY, JANUARY 8, 2026
NOTE LOCATION!
DOUBLETREE HILTON - CAMPBELL CENTRE
8250 N. CENTRAL EXPRESSWAY, DALLAS
(Lunch is served Noon-12:20; Program 12:20-1:30 P.M.)
REGISTRATION DEADLINE: DECEMBER 30 (5:00 P.M.)
REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE - NO EXCEPTIONS
WALK-INS ARE NOT GUARANTEED A MEAL
CASH OR CHECK AT THE DOOR
$37 - MEMBER WITH MEAL
$50 - GUEST WITH MEAL
$25 - PROGRAM ONLY/NO MEAL
THE ROLE OF AI IN ESTATE PLANNING
GERRY BEYER
Sponsored by Frost Bank
Artificial intelligence (AI) is rapidly being incorporated into estate planning practices. AI products can increase the speed by which you prepare, review, and summarize estate planning related documents, tax returns, and client communications. Likewise, the speed by which you can conduct legal and financial research is faster than ever. This presentation is designed to explain how AI operates, the potential use of AI in your practice, warnings about the use of AI, and how to address the ethical issues that arise when using AI.
Professor Beyer is the Governor Preston E. Smith Regents Professor of Law at Texas Tech and an Academic Fellow of the American College of Trust and Estate Counsel. In recognition of his expertise and contributions to the legal profession, the National Association of Estate Planners & Councils inducted him into the Estate Planning Hall of Fame in 2015. In 2022, Professor Beyer was awarded the Distinguished Probate Attorney Lifetime Achievement Award by the Real Estate, Probate, and Trust Law Section of State Bar of Texas. He has received dozens of teaching awards from many law schools throughout his 45-year career. Professor Beyer received his J.D. from the Ohio State University (summa cum laude & Order of the Coif) and his LL.M. and J.S.D. degrees from the University of Illinois.
Continuing ed credit is approved for attorneys and accountants (not approved for financial planners) for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.
Please register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER. If you need a receipt, print out the confirmation page (receipt will not be sent to a 3rd party).
WE WOULD LIKE TO THANK OUR MEETING SPONSORS: Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Mercer Advisors, The Catholic Foundation, Heritage Auctions, The Dallas Foundation, Saville CPAs & Advisors, McBride & Associates at Merrill Lynch Wealth Management, EisnerAmper., Ag Trust, Cumberland Trust, Brown Advisory and Wealth Advisors Trust Company. WE WOULD LIKE TO THANK OUR PATRONS: Davis Stephenson, Argent Trust, Glast Phillips Murray Zopolsky, Stout, Carr Riggs & Ingram, View Capital Advisors, Neuhoff Hunt, Phillips, Prosperity Bank, Bank of Texas, Maus & Associates, When Pigs Fly Estate Sales & Auctions, American National Bank & Trust, Signet Art, Tarleton Law Firm,Matter Family Office, Bisignano Harrison, Inspired Valuation Group, Steel Grove Advisors, Tipping Mineral Management, Atwood & McCall, Dallas Auction Gallery, Probity Advisors, Inc., Hancock Whitney and Baker Tilly
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