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Firearms Trust Planning


Firearms Trust Planning is a robust system for drafting comprehensive firearms trusts, designed to comply with the National Firearms Act and other federal and state gun laws.

Firearms Trust Planning

Authored by InterActive Legal Editor-in-Chief, Johnathan G. Blattmachr, and Texas attorney Sean P. Healy, a leading author and lecturer on National Firearms Act (NFA) trusts and gun laws, Firearms Trust Planning gives you the ability to confidently and efficiently draft NFA trusts. Automated document interviews provide options and on-screen guidance, empowering you to draft the right trust for your client, to allow for the safe use and transfer of firearms.

Each Firearms Trust Planning subscription also includes complimentary access to The Legal Guide to NFA Firearms and Gun Trusts, Keeping Safe at the Range and in the Courtroom: The Definitive Guide to Forming and Operating Gun Trusts for Gun Owners and Their Advisors, by Sean P. Healy, Alan S. Glassman, Johnathan G. Blattmachr, Lee-Ford Tritt, Kenneth J, Crotty, Travis Arango, and Seaver Brown.

Picture: Jonathan G. Blattmachr

Jonathan G. Blattmachr
Editor-in-Chief and Co-Author
InterActive Legal

Sean P. Healy

Sean P. Healy
Attorney

Document Summary:

National Firearms Act Trust

  • A comprehensive lifetime trust with provisions tailored to address the requirements of the National Firearms Act and other federal and state gun laws. Several options are included for added flexibility, including options for naming beneficiaries, determining the trust duration, removing and replacing Trustees, and more.

Additional Documents and Guidance

  • Optional documents to assist with trust administration, such as assignment forms, and forms for removal and appointment of Trustees are also included. A Trustee “checklist” provides additional information and guidance for Trustees, to help them navigate the requirements for safe and legal trust administration.

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What Our Subscribers Are Saying

Matthew Dawson

“Interactive Legal has been the game changer for my practice. The quality of the work product produced is incredible, the constant educational webinars, and the forum feedback has grown my practice from a simple estate planning practice to serving clients with complex and sophisticated issues. It might sound cheesy, but I feel part of a family and every time I call in for something, I feel like the IL representative has a genuine interest in helping me. Linda is awesome, IT support is incredible, and you need to take out a 10M keyman policy on Teresa--she is incredibly knowledgeable, always very professional and friendly, and extremely patient. ”

Matthew "Match” Dawson Esq., AEP, CTEP, FGAFM,
Attorney, Dawson Law, LLP

Peter Brautigam

“My office has used Interactive Legal Systems since they first came out. We have been very pleased with the product and the support. I have one attorney that uses it exclusively for all drafting. The paralegal in our office is well versed in it and she can make it do what we want.”

Peter Brautigam, Manley & Brautigam, PC
Anchorage, AK

James M. Dingley

“I’ve come to recognize InterActive Legal as occupying ‘the sweet spot’ within the automated document drafting and assembly arena for estate planning. They are competitively priced and offer superior documents. Their customer relations team is superior in every way. I heartily endorse ILS and recommend that any prospective firm request a Demo of their capabilities.”

James M. Dingley, Attorney at Law
Manchester, VT

Kristin Dzialo

“Thank you again, InterActive Legal. We moved from a competitor to ILS last year and the forum and customer service at ILS is just incomparable—it really sets you all apart.”

Kristin Dzialo, Esq
Eckert Byrne, Cambridge, MA

Lewis J. Saret

“I have been an ILS subscriber for well over a decade and I love the ILS service. The benefits I’ve experienced include the following: (1) the ILS service has made me a better lawyer because I’ve learned so much from the software, the discussion board, and the included webinars and other resources; (2) drafting using the software is very efficient, much more so than using model documents; and (3) I have a greater sense of security and risk management knowing the documents are constantly updated and by the responsiveness of the discussion board and other resources that ILS makes available to users. All in all, I cannot imagine practicing without it.”

Lewis J. Saret
Law Office of Lewis J. Saret, Washington, D.C.

Jessica A. Hayes

“I have been an ILS subscriber for over 11 years and find the service invaluable to my estate planning practice. You not only have access to a variety of forms that are customizable and updated on a regular basis, but you also have access to their library of work and the listserv. Where else can you have access to replies from Jonathan Blattmachr, Howard Zaritsky and Natalie Choate among others. I have and will continue to recommend ILS to fellow attorneys. Well worth the price of admission.”

Steven C. Robinson, Esq.
Robinson Wolenty & Young, LLP - Indianapolis, IN

Allyson B. Russo

“The sales & training teams at InterActive Legal have been professional and top notch. They make the process to learn the software as easy and as thorough as possible. It is also a wonderful product that has already enhanced my practice!”

Allyson B. Russo
Russo Law Offices – Hinsdale, IL

Amos Goodall

"An attorney practicing elder law without the benefit of sophisticated software is foolhardy. On the other hand, an attorney who blindly plugs a client’s information into canned forms does his clients a disservice. InterActive Legal, with its unparalleled support and comprehensive draft documents that are fully and easily customized to fit clients’ personal situations, allows me to practice law efficiently and effectively. My clients deserve no less."

H. Amos Goodall, Jr., Esquire, LL.M., CELA
Goodall & Yurchak, P.C. - State College, PA

R. Hal Moorman

"I have been using InterActive Legal for a number of years. Like any technology, there is a learning curve, but they have an excellent staff to help you when you can’t figure something out. The forms can be as sophisticated or as simple as you desire. Because it is a system, it prompts you to make decisions as you do your drafting. If you don’t understand the question, the system has a tutorial to help you understand why it is asking you a question. The system is upgraded on a continual basis. I highly recommend it."

R. Hal Moorman
Moorman, Tate, Haley, Upchurch & Yates, L.L.P.

John J. Scroggin

"I can’t live without your wonderful Listserv!"


John J. Scroggin
Scroggin & Company, Counselors At Law

Dale Ann Kaiser

"I researched all the estate planning drafting systems on the market before purchasing ILS Wealth Transfer Planning. It is by far the best drafting system in terms of both the estate planning documents themselves and the resources and expertise available to users. ILS allows me to do sophisticated documents and, as a side benefit, I also use ILS for research and education."

Dale Ann Kaiser
Kaiser Law Group

Click here for in-depth testimonials from our Subscribers

Events

Valuations and Estate Planning - Impact of Covid

What are the valuation implications of the current economic environment brought about by the economic implications and stock market’s reaction to the COVID-19 crisis? The program will discuss the practical ramifications to valuations and the implications to estate planning transactions. A number of factors may have aligned for what is potentially a unique opportunity to maximize the efficient use of exclusion amounts and transfer significant wealth at a relatively lower cost. The program will provide technical but practical valuation insights that practitioners will need to understand in guiding clients planning in the last half of 2020.

Secure Act and CRT’s BDIT’s and QSST’s.

The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets. This webinar will set the foundation of why tax free compounding over a long period of time is so critical to maximizing wealth and how those concepts apply to IRAs and retirement plans, how the Secure Act changed the planning environment, and what creative techniques planners might consider. The use of Charitable Remainder Trusts (“CRTs”) as beneficiaries, Beneficiary Defective Irrevocable Trusts (“BDITs”) and Qualified Subchapter S Corporations (“QSSTs”) might all be named as beneficiaries..

SLATs - How To Plan and Draft One of the Most Useful Documents for Married Clients

Spousal Lifetime Access Trusts (“SLATs”) planning can provide tremendous planning benefits for many married clients. They may well be the most popular technique to plan for married clients (and others) in 2020. Every practitioner needs to be comfortable and knowledgable of how to best use SLATs.


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

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