ESTATE PLANNING COUNCIL OF CENTRAL TEXAS

Luncheon: 11:30AM-1:00PM

Title: Digital Afterlife: AI, Data, and the Future of Estate Planning

As AI, chatbots, and data collection become embedded in daily life, they are also reshaping what it means to leave behind a legacy.  Drawing from his science fiction novel The Memory Project, this presentation explores how personal data, digital identities, and AI-driven replicas challenge traditional estate planning frameworks.  The presentation emphasizes the growing importance of individuals being intentional about and curating their data, structuring digital assets, and even designing AI agents or chatbots that can preserve their knowledge, voice, and intellectual property for future generations.  Attendees will gain practical insight into how estate planners can guide clients in transforming passive digital footprints into purposeful, governed legacies in an AI-driven world.

Presenter: Porter Heath Morgan, IV

Porter Heath Morgan, IV, is a national recognized speaker and is a leading voice and thought leader on AI technology and its implementation into the work force.  Heath is the author of the science fiction novel “The Memory Project” about the future of AI technology and what it means for our world. 

He is a partner with Martin Golden Lyons Watts Morgan, PLLC where he specializes in AI consulting, compliance, strategic initiatives as well as mergers & acquisitions, regulatory examinations, and strategic initiatives, for financial service companies and healthcare providers.  He helps clients and providers implement digital communications and artificial intelligence technology to streamline efficiencies and increase compliance performance. 

Heath speaks nationally and internationally on AI technology as well as various compliance topics for industry associations, state bar associations, and regulators.  Heath is licensed in Colorado, Kansas, Oklahoma, and Wyoming and is a member of the Supreme Court Bar. 

Photo Disclaimer: By attending this event, you acknowledge that you are aware your image may appear in on EPCCT social media platforms, promotional material and other media as requested. Questions: contact Lisa Gallo at atxEPCCT@gmail.com.

Menu: Special food requests cannot be guaranteed onsite. Please note any special dietary requirements or food allergies on the registration page.

Deadline to register or cancel is Thursday, May 20 at noon. Guarantees to the venue necessitate this policy.

New Guest Policy:  Guests may attend our meetings for $75.  Eligible guests who qualify for membership may attend once per program year before we ask them to join.

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