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Estate and Elder Law Planning News and Press Releases

Jonathan G. Blattmachr, JD

Alaska Governor Recognizes InterActive Legal Co-Founder

Governor Bill Walker cites contributions by Jonathan Blattmachr
MELBOURNE, FL - June 14, 2017


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Cariloop

INTERACTIVE LEGAL AND CARILOOP ANNOUNCE PARTNERSHIP

Companies Join Forces to Improve Strategic Planning For Elder Care
DALLAS, TX – APRIL 16, 2015


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Jonathan G. Blattmachr, JD

INTERACTIVE LEGAL OFFERS COMPLIMENTARY WEBINAR – "THE ART AND SCIENCE OF DECANTING"

Presented by Jonathan G. Blattmachr, JD and Teresa L. Bush, JD
MELBOURNE, FL – JUNE 26, 2013


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 Vanessa L. Kanaga, J.D.

INTERACTIVE LEGAL WELCOMES VANESSA L. KANAGA, J.D.

InterActive Legal proudly announces that Vanessa L. Kanaga, J.D. has joined the company to further the development of their legal innovations.
MELBOURNE, FL – JUNE 05, 2013


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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

InterActive Legal

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InterActive Legal

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