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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.

Events

Kaestner Case and State Income Taxation of Trusts

On June 21st, the Supreme Court of the United States entered its opinion in North Carolina v. Kaestner, 588 US (2019). The Kaestner case represents an extremely important decision for all estate planners, trust officers, trustees, and advisers. Although the holding is a narrow one, it is vitally important.

Christian Estate Planning

Each component of a client’s estate and financial plan can embody their Christian values, beliefs, and lifestyle. Perhaps the simplest way to integrate Christian values into an estate plan might be for a client to add to his or her will a bequest to an organization that has been instrumental or inspirational in his or her life, or which embodies the values he or she holds dear. But there is so much more.

Practitioners can guide clients to write a letter of final instructions, or an “ethical will,” to their heirs. This can explain to the heirs the client’s connection with the Church, and how the Christian concept of stewardship over assets is carried out by making a bequest in your will to complement philanthropy during a lifetime. Each aspect of your client’s financial, retirement, insurance, death (dispositive scheme), and post-death (e.g., trusts for heirs) planning and documentation can be imbued, to the extent the client wishes, with Christian values.

Current Developments, New Ideas, and More

This 90 minute program will review new cases, rulings, news articles and more from the first four months of 2019.

Included in the discussion will be an analysis of the Sanders tax bill which might serve as a blueprint for a Democratic tax proposal should there be a change in administrations in Washington in 2020 and what practitioners should advise clients to do now. Several recent malpractice cases will be reviewed with an emphasis on practical steps practitioners in all disciplines, but especially estate planning attorneys, should take now to modify how they practice in light of the issues and risks of those cases (regardless of how they are resolved). New data on elder financial abuse and steps to help clients will be discussed. Cases and rulings on a wide array of topics including decanting, GST planning, charitable deductions and much more will be discussed.


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

InterActive Legal

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InterActive Legal

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