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Testimonials

InterActive Legal customers testify about being a subscriber and of the impact ILS' automated drafting system, user forums, and educational content has had on their practices. Unscripted and in-depth.

 

Anna Byrne

 

Bob Scalise

 

Edward Lang

 

James Hickmon

 

Jessica Hayes

 

Kim M. Smith

 

Lisa C. Williams

 

Neil Katz

 

Scott Lavin

 

Steve Ferszt

 

Martin Shenkman

 

Alan Gassman

 

Dana Dobosz

 

Henry Lee

 

Michael Walker

 

Lara Sass

 

Arthur Giacomarra

 

John Brentin

 

Rich Hompesch, II

 

Deidre Wheatley-Liss

 

Earl Cohen

 

Morris Baldinger

 

Vince Travagliato

 

Dale Kaiser

 

Robert Balter

 

Thomas Chu

 

Letha McDowell

 

Events

Document Generation's Impact on Billing and Practice Management

You're invited to view our Featured Event from Heckerling 2021.

Matrimonial Issues and Trust Planning: Practical Planning Tips for Practitioners

Join us for our webinar, "Matrimonial Issues and Trust Planning". Matrimonial issues can create unique problems for planners, our experts aim to best prepare you and your practice for these considerations.

The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP) - Your World May be Rocked!

Senator Chris Van Hollen and others have introduced a bill (called STEP) that would cause gain recognition on assets transferred by gift, by a distribution from a trust and upon death, subject to limited exceptions. It would be retroactive to the beginning of this year (2021). Taking that into account may curb estate tax planning this year: if someone makes a gift now using appreciated assets to use the lifetime exemption, gain will be (retroactively) recognized; funding a GRAT now with appreciated assets may also trigger immediate gain; transferring a life insurance policy to an ILIT may trigger gain; death of the grantor seems to trigger gain for all assets in a grantor trust even if created before 2021. When coupled with the Sanders' "For the 99.5 Percent" Bill, which would make enormous changes to the estate and gift tax system, it is hard to fathom the effect on estate planning.


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

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InterActive Legal

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