Generative AI has already moved from novelty to fixture in legal practice, and its capabilities are growing almost faster than we can keep up. We have heard the stories about fabricated citations and hallucinations, and we’re far past that point now. But where exactly are we, as lawyers, in being able to use AI the way it should be used — to improve efficiency and lessen risk, rather than increase it? At the 2026 ABA Tech Show, nearly every exhibitor touted their harnessing of AI to make your practice better, but is that really happening? False AI output can cause erroneous formula gifts, missed deadlines, trusts that don’t match the client’s goals, and more, so how can we be sure that new AI tools are safe?
This webinar cuts through the hype and the noise to address the questions you’re actually facing: How do you take the first steps into using AI? What are the critical “dos and don’ts?” How can we distinguish the tasks where AI genuinely helps from the ones where it quietly creates potential malpractice exposure? And on the ethical side: When does using AI cross an ethical line under ABA Formal Opinion 512 and your state’s individual guidance? And can you enter client or beneficiary information into AI tools without breaching Rule 1.6?
Join us for a practical, T&E-focused session that will explain the difference between Generative AI and Expert AI systems, discuss the impact AI can have on profitability, and compare the high-risk workflow steps where AI should be avoided with the lower-risk uses where it earns its keep. We’ll provide real recommendations, sample language, and other ideas to help develop a concrete plan for using AI competently, confidentially, and defensibly — because the technology is simply a tool, and the attorney remains responsible for every word.
Michael L. Graham is Chairman of InterActive Legal and Practicing law with the Houser Firm in Dallas, Texas:
"I believe the work we are doing at InterActive Legal will last beyond my lifetime. Steve Jobs is quoted as saying that he wanted to “make a dent in the universe.” While InterActive Legal may not be Apple (yet), I understand Jobs’ desire to make a lasting impact.
We are at the threshold of massive change in almost every aspect of the practice of law. Technology, artificial intelligence, big data, and intelligence assistance are our daily fare. We understand our client’s need for a flexible, intuitive platform with absolute excellence in function and design. Our partnership with IBM Watson, and our development of an IBM Watson application for seniors, gives us a unique perspective on the future of the practice of law and it is thrilling.
Our commitment is to serve and is evident in everything we do. From personalized online training to specialized CLE to annual symposiums with blockbuster lineups, we serve those who serve. This commitment was established by our founder, Jonathan Blattmachr, and continues today at each and every level of our company.
Now I would like to add a bit of provenance to this biography. I have been continuously Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization for 40 years. At the tender age of 30, I became a full partner in one of the largest, most respected law firms in the US, Baker & Botts. I was honored by the invitation to become a Fellow of the American College of Trust and Estate Counsel at age 34, and later to have been chosen to be an Academician of the International Academy of Trust and Estate Lawyers. I strongly believe that every lawyer must give back to the practice of law. I have served as Chair of the Texas Bar Association’s Real Property, Probate and Trust Law Section, the Houston Bar Association’s Probate Section, and the Dallas Bar Association’s Probate Section. Other professional contributions include Supervisory Council Member of the American Bar Association’s Real Property, Probate and Trust Law Section and President of the Texas Academy of Probate and Trust Lawyers.
It is my personal mission to provide excellence in the practice of law and best practices for other attorneys. I am fortunate to have the opportunity to work at and achieve these goals through my practice at the Houser Law Firm and at InterActive Legal. This calling, involving my personal practice of faith through the recognition, respect, and love of others, is my heritage and passion. In my current law practice, which coexists with my service to InterActive Legal, I limit my focus to matters involving business and estate planning, administration of estates and trusts, and fiduciary based litigation. I have practiced at both large, international firms and small boutique firms over the last 44 years. I received my J.D., cum laude, from Baylor School of Law (1972), and my BBA from Baylor University (1971). I loved law school, and I love the law."
Mr. Blattmachr is a Principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY and of the Alaska, California and New York Bars. He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America. He has written and lectured extensively on estate and trust taxation and charitable giving.
Mr. Blattmachr graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone Scholar, and received his A.B. degree from Bucknell University, majoring in mathematics. He has served as a lecturer-in-law of the Columbia University School of Law and is an Adjunct Professor of Law at New York University Law School in its Masters in Tax Program (LLM). He is a former chairperson of the Trusts & Estates Law Section of the New York State Bar Association and of several committees of the American Bar Association. Mr. Blattmachr is a Fellow and a former Regent of the American College of Trust and Estate Counsel and past chair of its Estate and Gift Tax Committee. He is author or co-author of eight books and more than 500 articles on estate planning and tax topics.
Among professional activities, which are too numerous to list, Mr. Blattmachr has served as an Advisor on The American Law Institute, Restatement of the Law, Trusts 3rd; and as a Fellow of The New York Bar Foundation and a member of the American Bar Foundation.
Jeff Glickman is a computer scientist trained in both software and hardware engineering. He holds numerous patents in multiple disciplines including machine intelligence, computer architecture, communications, and image processing and pattern recognition. He has been awarded the distinction of Senior Member of the Institute of Electrical and Electronics Engineers (IEEE) for his contributions to computer science and computer engineering.