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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

 

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Earl Cohen

 

Morris Baldinger

 

Vince Travagliato

 

Dale Kaiser

 

Robert Balter

 

Thomas Chu

 

Letha McDowell

 

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

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Melbourne, FL 32901