2018

By far, the most powerful tool for efficient drafting within any InterActive Legal practice system is the ability to create custom profiles.

InterActive Legal, a knowledge company and software solutions provider in the legal arena of trusts and estates, elder law and special needs planning, announced this month the promotion of its 5-year veteran Director of Content Development,…

Outright vs. in trust. Conduit vs. accumulation. Integrated into the estate plan vs. “stand-alone.” These are all choices that must be made by estate planners when their clients have retirement benefits such as pensions, 401(k) plans,…

On April 17, 2018, the acting director of the Centers for Medicare and Medicaid Services issued a policy clarification to all state Medicaid Directors regarding the imposition of penalty periods for individuals requesting Home and Community…

Hiring a new employee is an exciting time in your business. If it’s time to hire some help, it means you’ve met your goals and are anticipating more growth. Congratulations! You’re probably feeling a mixed bag of emotions - anticipation,…

InterActive Legal provides several ways of drafting trusts that are designed to receive distributions from retirement plans and individual retirement accounts. One option is the new “Retirement Benefits Trust”.

If you are like most of my colleagues, the title of this piece had you grinding your teeth. In the hopes that you might consider me a credible source and continue reading, allow me to state that I know the term "irregardless" is generally…

With over 2.6 million deaths in the U.S. each year, family offices, wealth managers, loved ones and attorneys are often not prepared to effectively erase an electronic footprint and secure digital assets of the deceased.

"Estate Plan Drafting in Wealth Transfer Planning in Decoupled States" - This webinar is recommended for all users of Wealth Transfer Planning Legacy version in Decoupled States. The webinar covers the preparation of Wills, Revocable…

A recent InterActive Legal blog post discussed the benefits of using a Clayton QTIP. In this Subscriber Drafting Webinar, we will focus on how to draft an estate plan that incorporates this type of trust.