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InterActive Legal and Cariloop Announce Partnership

Companies Join Forces to Improve Strategic Planning For Elder Care

Cariloop

Dallas, TX
April 16, 2015

Cariloop announced today its strategic partnership with InterActive Legal, the premier Knowledge Company for lawyers specializing in Elder Law, Estate, and Special Needs Planning.

This partnership enables Cariloop to seamlessly provide its case management tools and concierge coaching services to the thousands of specialist lawyers already relying upon InterActive Legal as they guide clients and families through the maze of elder care, one of the most intricate parts of the elder planning process.

"Care for one's parents, or one's spouse, involves almost every challenge – medical, financial, legal, and emotional. One of our goals at InterActive Legal is to provide the very best resources to the thousands of lawyers who rely upon us to help them satisfy their clients' needs," stated Michael Graham, CEO of InterActive Legal. "The Cariloop partnership enables us to do just that. Cariloop's unique tools and services, including particularly the on demand concierge service, is of great value in helping clients plan for and manage care during difficult life transitions."

"As a nation, we place some of the most complex requirements upon those least likely to understand. More than half of those living long enough to need care also need support through programs like Medicaid. Lack of understanding, and failure to consult experts in advance, often means that more of the family funds are spent than needed to be. These are the areas where the attorney experts usually save the family far, far more than they cost. We educate, provide the document drafting tools, and the community that such lawyers need," Graham, continued. "Families need an integrated approach."

As elder care considerations become more and more common amongst our baby boomer population, Elder Law and Estate Planning Attorneys are playing a bigger role in how families plan for the future. Cariloop's new portal, scheduled to be released to the public in May 2015, will enable people to privately work together as a unit and access licensed or certified professionals that can guide them as they make decisions together.

It was the very idea of customized planning and simplicity of use for families that attracted Graham to the mission of Cariloop.

"It is their combination of talent, vision of the future, and ability to humanize technology. Cariloop represents a great blend of product and service. An experience like none other for me personally when I used it for my 96-year-old father transitioning from independent living this year to either assisted living or long-term care from a fractured pelvis. InterActive Legal wants that same experience for our all of our attorneys and their clients," said Graham.

With the ability to potentially work with thousands of legal professionals across the country, the partnership serves as a major building block for Cariloop in their growth strategy.

"We couldn't be more excited to work with the InterActive Legal team and their membership base," said Michael Walsh, CEO of Cariloop. "Too many families and caregivers are going through this stressful process alone and without a plan in place. By now equipping InterActive Legal members with Cariloop tools and coaches, these Elder Law and Estate Planning Attorneys can provide a truly amazing experience for their clients in this situation."

ABOUT CARILOOP Cariloop empowers people to take control of their senior care and service choices in a revolutionary way. By coaching families through this difficult time and helping them connect with the providers, services, and resources that best match their situation, Cariloop serves as their partner as they plan for and manage this important transition in life. For more information, please contact us at Cariloop.com, helpme@cariloop.com, or 844-790-5667.

ABOUT INTERACTIVE LEGAL InterActive Legal is the premier Knowledge Company for lawyers specializing in Elder Law, Estate, and Special Needs Planning. The company provides smart document drafting tools – Wealth Transfer Planning™, Essential Estate Planning™, and Elder Law Planning™ as the final part of the highest quality educational resources, elite discussion forums, a practitioner referral network, and more. Lawyers utilizing InterActive Legal in their practice are many of the most-recognized and highly respected national thought leaders in the United States on these subjects. For more information, contact us at InterActiveLegal.com, info@interactivelegal.com, or 321.252.0100.

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The House Democrats are proposing a $3.5 trillion spending plan. To support that package the Democrats have proposed tax increases to fund a large portion of that plan.

Speakers: Jonathan Blattmachr, Esq., Robert S. Keebler, CPA, and Martin Shenkman, Esq.

The House Ways and Means Committee just issued statutory language for the tax increase proposal, including dramatic changes to the transfer tax system. While the tax legislative process will no doubt evolve with many twists and turns, these proposals might be the blueprint for any final legislation. The implications of this are quite simple. Taxpayers who might be affected need to plan and take action now. If a client has been sitting on the tax planning fence waiting to see what will be enacted, this proposal suggests you advise them to jump off the fence and plan with haste. This webinar will explore the House proposal, what might happen, but most important, what advisers should discuss with clients now.

Preview of Upcoming 47th Annual Notre Dame Tax and Estate Planning Institute

This will be a fast-paced review of a wide range of practical planning ideas including: Freeze planning for GST exposed trusts and QTIP trusts; Installment sales to non-grantor trusts; Mathematics of charitable planning; Creative planning considering the changing political landscape; Beneficial interests in trusts and dissolution of marriage; Strategies to avoid ethical issues in estate planning; Diversity, equity, and inclusion-practical tips; SLAT tips; ERC and PPP; Agreements that protect clients and advisors: inheritance agreements, siblings agreements, and agreements with caretakers; and more.

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The pandemic forced more people online than ever before, and each account, domain name, and other online presence may need to be addressed in some way when a client dies, or becomes incapacitated. Attorneys who both plan estates and administer them therefore need to understand the underlying issues related to different types of digital property.

Join us as experts in the area of digital assets cover the issues you should address with every client, and discuss helpful tools that may also assist with handling digital assets for your clients. The presenters will discuss:

  • The digitization of estate planning
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Don’t miss this timely discussion of a topic that most of us may feel we have adequately covered, but actually may need to address in much more detail.

Digital Assets Revisited

Please Note: ILS subscribers have complimentary access to this video in the ILS Webinar Library. One more reason to become a subscriber


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

InterActive Legal

Contact InterActive Legal

InterActive Legal

930 South Harbor City Blvd, Ste 505
Melbourne, FL 32901