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Lawyers often tell their clients that everyone should have a will that clearly states who should inherit their assets after they die. But even having a will is not necessarily enough to avoid a costly and contentious legal dispute.

Consider what happened after Jimmy Buffett died of skin cancer at the age of 76 in 2023. The singer and entrepreneurial founder of the Margaritaville brand ordered in his will that his fortune be placed in a trust after his death. To manage the trust, Buffett named two co-trustees: his widow, Jane Slagsvol, and Richard Mozenter, an accountant who had served as the singer’s financial adviser for more than three decades.

In dueling petitions filed in Los Angeles and Palm Beach, Florida, in June 2025, however, Slagsvol – identified as Jane Buffett in her legal filing – and Mozenter are both seeking to remove each other as a trustee.

The outcome of this litigation will determine who gets to administer Buffett’s US$275 million estate.

As law professors who specialize in trusts and estates, we teach graduate courses about the transfer of property during life and at death. We believe that the Buffett dispute offers a valuable lesson for anyone with an estate, large or small. And choosing the right person to manage the assets you leave behind can be just as important as selecting who will inherit your property.

Buffett’s business empire

Buffett’s estate includes valuable intellectual property from his hit songs, including “It’s 5 O’Clock Somewhere,” “Oldest Surfer on the Beach” and “Cheeseburger in Paradise.” Buffett’s albums have sold more than 20 million copies worldwide and continue to generate some $20 million annually in royalties. Buffett also owned a yacht, real estate, airplanes, fancy watches and valuable securities.

In addition, he owned a 20% stake in Margaritaville Holdings LLC, a brand management company he and Slagsvol founded in the 1990s. Margaritaville owns 30 restaurants and 20 hotels, along with vacation clubs, casinos and cruise ships. It also sells branded merchandise.

According to Slagsvol’s petition, Buffett’s trust was set up to benefit his widow. Slagsvol, who married Buffett in 1977, is one of two trustees of that trust, which is required to have at least one “independent trustee” in addition to her “at all times.” That requirement is stated expressly in Buffett’s trust declaration.

Slagsvol receives all income earned by the trust – an estate-planning technique for giving away property managed by a trustee on behalf of the trust beneficiaries – for the rest of her life. She can also receive additional trust funds for her health care, living expenses and “any other purpose” that the independent trustee – Mozenter, as of July 2025 – deems to be in Slagsvol’s best interests.

The estate plan also created separate trusts for their three children: Savannah, Sarah “Delaney” and Cameron Buffett, who are in their 30s and 40s. Each child reportedly received $2 million upon Jimmy’s death. When Slagsvol dies, she can decide who will receive any remaining assets from among Buffett’s descendants and charities.

The structure of Buffett’s plan is popular among wealthy married couples. It provides lifelong support for the surviving spouse while ensuring that their kids and grandchildren can inherit the remainder of their estate – even if that spouse remarries. This type of trust typically cannot be changed by the surviving spouse without court approval.

Dueling trustee removal petitions

Slagsvol is trying to remove Mozenter as the trust’s independent trustee.

She claims he refused to comply with her requests for financial information, failed to cooperate with her as her co-trustee, and hired a trust attorney who pressured her to resign as trustee. Slagsvol also raised numerous questions about the trust’s income projections and compensation paid to Mozenter for his services.

Mozenter’s petition, filed in Florida, is not available to the public. According to media coverage of this dispute, he seeks to remove Slagsvol as trustee. He claims that, during his decades-long role as Buffett’s financial adviser, the musician “expressed concerns about his wife’s ability to manage and control his assets after his death.”

That led Buffett to establish a trust, Mozenter asserted, “in a manner that precluded Jane from having actual control” over it.

Estate planning lessons

We believe that the public can learn two important estate planning lessons from this dispute.

First, anyone planning to leave an estate, whether modest or vast, needs to choose the right people to manage the transfer of their property after their death.

That might mean picking a professional executor or trustee who is not related to you. A professional may be more likely to remain neutral should any disputes arise within the family, but hiring one can saddle the estate with costly fees.

An alternative is to choose a relative or trusted friend who is willing to do this for free. About 56% of wills name an adult child or grandchild as executor, according to a recent study. Some estates, like Buffett’s trust, name both a professional and a family member. An important consideration is whether the people asked to manage the estate will get along with each other – and with anyone else who is slated to inherit from the estate.

The second lesson is, whether you choose a professional, a loved one or a friend to manage your estate, make clear what circumstances would warrant their removal. Courts are reluctant to remove a handpicked trustee without proof of negligence, fraud or disloyalty. But trustees can be removed when a breakdown in cooperation interferes with their ability to administer the estate or trust.

Some trusts anticipate such conflicts by allowing beneficiaries to replace a professional trustee with another professional trustee. That can resolve some disputes while avoiding the cost of seeking court approval.

Preventing disputes from erupting in the first place can help people avert the costly and embarrassing kind of litigation now ensnaring Jimmy Buffett’s estate.

Every time I read about another advance in AI technology, I feel like another figment of science fiction moves closer to reality.

Lately, I’ve been noticing eerie parallels to Neal Stephenson’s 1995 novel “The Diamond Age: Or, A Young Lady’s Illustrated Primer.”

“The Diamond Age” depicted a post-cyberpunk sectarian future, in which society is fragmented into tribes, called phyles. In this future world, sophisticated nanotechnology is ubiquitous, and a new type of AI is introduced.

Though inspired by MIT nanotech pioneer Eric Drexler and Nobel Prize winner Richard Feynman, the advanced nanotechnology depicted in the novel still remains out of reach. However, the AI that’s portrayed, particularly a teaching device called the Young Lady’s Illustrated Primer, isn’t only right in front of us; it also raises serious issues about the role of AI in labor, learning and human behavior.

In Stephenson’s novel, the Primer looks like a hardcover book, but each of its “pages” is really a screen display that can show animations and text, and it responds to its user in real time via AI. The book also has an audio component, which voices the characters and narrates stories being told by the device.

It was originally created for the young daughter of an aristocrat, but it accidentally falls into the hands of a girl named Nell who’s living on the streets of a futuristic Shanghai. The Primer provides Nell personalized emotional, social and intellectual support during her journey to adulthood, serving alternatively as an AI companion, a storyteller, a teacher and a surrogate parent.

The AI is able to weave fairy tales that help a younger Nell cope with past traumas, such as her abusive home and life on the streets. It educates her on everything from math to cryptography to martial arts. In a techno-futuristic homage to George Bernard Shaw’s 1913 play “Pygmalion,” the Primer goes so far as to teach Nell the proper social etiquette to be able to blend into neo-Victorian society, one of the prominent tribes in Stephenson’s balkanized world.

No need for ‘ractors’

Three recent developments in AI – in video games, wearable technology and education – reveal that building something like the Primer should no longer be considered the purview of science fiction.

In May 2025, the hit video game “Fortnite” introduced an AI version of Darth Vader, who speaks with the voice of the late James Earl Jones.

While it was popular among fans of the game, the Screen Actors Guild lodged a labor complaint with Epic Games, the creator of “Fortnite.” Even though Epic had received permission from the late actor’s estate, the Screen Actors Guild pointed out that actors could have been hired to voice the character, and the company – in refusing to alert the union and negotiate terms – violated existing labor agreements.

In “The Diamond Age,” while the Primer uses AI to generate the fairy tales that train Nell, for the voices of these archetypal characters, Stephenson concocted a low-tech solution: The characters are played by a network of what he termed “ractors” – real actors working in a studio who are contracted to perform and interact in real time with users.

The Darth Vader “Fortnite” character shows that a Primer built today wouldn’t need to use actors at all. It could rely almost entirely on AI voice generation and have real-time conversations, showing that today’s technology already exceeds Stephenson’s normally far-sighted vision.

Recording and guiding in real time

Synthesizing James Earl Jones’ voice in “Fortnite” wasn’t the only recent AI development heralding the arrival of Primer-like technology.

I recently witnessed a demonstration of wearable AI that records all of the wearer’s conversations. Their words are then sent to a server so they can be analyzed by AI, providing both summaries and suggestions to the user about future behavior.

Several startups are making these “always on” AI wearables. In an April 29, 2025, essay titled “I Recorded Everything I Said for Three Months. AI Has Replaced My Memory,” Wall Street Journal technology columnist Joanna Stern describes the experience of using this technology. She concedes that the assistants created useful summaries of her conversations and meetings, along with helpful to-do lists. However, they also recalled “every dumb, private and cringeworthy thing that came out of my mouth.”

These devices also create privacy issues. The people whom the user interacts with don’t always know they are being recorded, even as their words are also sent to a server for the AI to process them. To Stern, the technology’s potential for mass surveillance becomes readily apparent, presenting a “slightly terrifying glimpse of the future.”

Relying on AI engines such as ChatGPT, Claude and Google’s Gemini, the wearables work only with words, not images. Behavioral suggestions occur only after the fact. However, a key function of the Primer – coaching users in real time in the middle of any situation or social interaction – is the next logical step as the technology advances.

Education or social engineering?

In “The Diamond Age,” the Primer doesn’t simply weave interactive fairy tales for Nell. It also assumes the responsibility of educating her on everything from her ABCs when younger to the intricacies of cryptography and politics as she gets older.

It’s no secret that AI tools, such as ChatGPT, are now being widely used by both teachers and students.

Several recent studies have shown that AI may be more effective than humans at teaching computer science. One survey found that 85% of students said ChatGPT was more effective than a human tutor. And at least one college, Morehouse College in Atlanta, is introducing an AI teaching assistant for professors.

There are certainly advantages to AI tutors: Tutoring and college tuition can be exorbitantly expensive, and the technology can offer better access to education to people of all income levels.

Pulling together these latest AI advances – interactive avatars, behavioral guides, tutors – it’s easy to envision how an AI device like the Young Lady’s Illustrated Primer could be created in the near future. A young person might have a personalized AI character that accompanies them at all times. It can teach them about the world and offer up suggestions for how to act in certain situations. The AI could be tailored to a child’s personality, concocting stories that include AI versions of their favorite TV and movie characters.

But “The Diamond Age” offers a warning, too.

Toward the end of the novel, a version of the Primer is handed out to hundreds of thousands of young Chinese girls who, like Nell, didn’t have access to education or mentors. This leads to the education of the masses. But it also opens the door to large-scale social engineering, creating an army of Primer-raised martial arts experts, whom the AI then directs to act on behalf of “Princess Nell,” Nell’s fairy tale name.

It’s easy to see how this sort of large-scale social engineering could be used to target certain ideologies, crush dissent or build loyalty to a particular regime. The AI’s behavior could also be subject to the whims of the companies or individuals that created it. A ubiquitous, always-on, friendly AI could become the ultimate monitoring and reporting device. Think of a kinder, gentler face for Big Brother that people have trusted since childhood.

While large-scale deployment of a Primer-like AI could certainly make young people smarter and more efficient, it could also hamper one of the most important parts of education: teaching people to think for themselves.