Subscriber Resources
The Right Resources to Build a More Efficient and Effective Practice
More Than A Drafting System
InterActive Legal delivers the resources you need to enhance the productivity and profitability of your practice
Legal Knowledge Base
Take advantage of our extensive Legal Knowledge Base with its substantive articles, presentation materials, sample forms, and other exclusive content developed by nationally renowned authors.
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Thought-Provoking Discussion Forums
Stay connected and collaborate online with peers as well as top industry experts. Our authors, editors, advisors, and subscribers contribute enthusiastically to our collegial discussion forums, raising the bar and answering your most challenging questions.
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Continuing Education
We strive to provide the highest quality educational programs to help you reach your potential. Access to our extensive library of high-quality continuing education tools including live and on-demand courses and drafting webinars.
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Practice Development Opportunities
Network with other members and promote your firm's special competencies through a listing on our Practitioner Referral Network
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ILS Cloud™ | InterActive LegalSuite™
The option for Subscribers to access InterActive LegalSuite™ via Amazon Cloud
Training, Coaching, and Support
Receive first-class training and support via live and recorded classes, audio/visual tutorials, and personalized coaching opportunities, so you and your staff will be “up and running” quickly. Our experienced in-house attorneys are available to answer your content questions, while our technical team will assist you with program installation and setup.
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Events
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
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