Use of Artificial Intelligence in the Estate Planning Process
Presentation
Join us for an insightful seminar that delves into the transformative impact of artificial intelligence on professional services and various industries. This event will explore the latest trends, advancements, and challenges shaping the industry and share insights on how AI is revolutionizing operations, enhancing customer experiences, and driving innovation. Engage in dynamic discussions on ethical considerations and regulatory considerations.
Steve Teppler, Esq.
Steven W. Teppler, CDPSE is a Partner and Chair of the Firm’s Privacy and Cybersecurity practice group, as well as our Chief Cybersecurity Legal Officer. Steven focuses his practice on pro-active, preventive and remedial cybersecurity and privacy work for clients, as well as advising on potential class action and mass tort liability arising from security vulnerabilities and code defects in technology-enabled devices and services.
Steven is an ISACA Certified Data Privacy Solutions Engineer (CDPSE), who has been at the forefront of cybersecurity, data privacy and eDiscovery matters since 2000, and has extensive technology, blockchain and class action litigation experience. He also has deep hands-on experience stemming from his work to secure six cryptography patents, and his role leading a content authentication technology startup.
Steven is a leader in the field of data privacy and cybersecurity, who publishes the blog Litigation Intelligence, and teaches Electronic Discovery and Cybersecurity Law at Nova Southeastern University’s Shepard Broad College of Law.
Pouya Lavian
Pouya has been operating at the intersection of finance, law, technology and international markets for more than 20 years and is a trusted advisor to sophisticated clients on matters relating to their personal wealth, business issues and legacy positioning. His clients include company founders, family offices, financial sponsors, sports and entertainment professionals and executives, providing in-depth familiarity with clients' needs for cogent and actionable financial advice and insight into the non-financial aspects of governing and managing wealth. Pouya's comprehensive approach to wealth management draws on his knowledge of global financial markets, tax planning, public and private investments, family governance and next-generation technology. He brings a determined commitment to advocacy on behalf of his clients and their interests.
Pouya began his wealth management career at JPMorgan Private Bank and was also a Senior Banker at Credit Suisse. Prior to focusing on wealth management, Pouya practiced law at Mayer Brown LLP and Carter Ledyard & Milburn LLP, advising clients on matters related to capital markets, finance and trust and estate/tax planning. Pouya also served as law clerk to the Honorable Renee R. Roth at the New York County Surrogate's Court. From 2009-2011, Pouya worked as a consultant to a consortium of prominent international families and organizations on issues related to asset/force protection, capital flight and direct investments, focusing his clients' efforts in jurisdictions throughout Western Europe, the Middle East and North Africa. Pouya has served as an advisor to policy makers on financial regulations, foreign affairs and emerging tech.
Program Sponsor: Luminary
Luminary is an AI-powered trust and estate planning platform that transforms static documents into dynamic diagrams. Our customers use Luminary to create client presentations, build what-if analyses, and report on tax alpha. With Luminary, they can demonstrate a deep understanding of a client’s total estate and planning objectives, with personalized client waterfalls and beneficiary reports. Luminary helps you navigate a client’s deeply personal question of “What happens when I’m not here?” Learn more at https://www.withluminary.com/.
