"Trust, But Verify: What Estate Planners Need to Know About AI"

COFFEE MEET AND GREET: The PEPC organized a meet and greet coffee station prior to our  luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m.  All meeting attendees are welcome to join!

AGENDA
11:30 a.m. - 12:00 p.m. Coffee Meet & Greet
11:45 - 12:00 p.m. Registration
12:00 - 1:45 p.m. Luncheon & Program

PROGRAM OVERVIEW

Estate planning and wealth management professionals increasingly use AI, but not all AI is built the same. This session contrasts general-purpose AI tools with those purpose-built for estate, trust, and tax work, showing how the right approach turns reactive planning into proactive opportunity-spotting — while covering the guardrails (human review, source-grounding, audit trails, data de-identification) practitioners should demand from any AI tool used with confidential or regulated client work.

SPEAKERS: 

Larry Gincel JD, LLM is an estate planning attorney that previously supported clients and advisors in the HNW marketplace. At Vanilla, Larry bridges the gap between technical products and the customer’s needs by combining his sales and estate planning expertise. Larry holds a JD and LLM in Tax from Temple University Beasley School of Law.

Patrick Carlson is Associate General Counsel for Estate & Tax Product at Vanilla, working at the intersection of legal expertise and financial technology to build innovative estate planning solutions for advisors. Before joining Vanilla, he led a financial planning, estate strategy, and tax team at an $8 billion AUM RIA serving high-net-worth clients. Patrick holds a JD from the University of Oklahoma and an LLM in Tax from the University of Florida. He resides in Chicago.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

This Program is Being Sponsored by

No-shows will be billed. No refunds after October 16, 2026.