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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.

 

Martin Shenkman

 

Alan Gassman

 

Dana Dobosz

 

Henry Lee

 

Michael Walker

 

Lara Sass

 

Arthur Giacomarra

 

John Brentin

 

Rich Hompesch, II

 

Deidre Wheatley-Liss

 

Earl Cohen

 

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Robert Balter

 

Thomas Chu

 

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Events

Life Insurance Planning Opportunities in Early 2020

How do the new fiduciary rules impact your life insurance recommendations? What is the role of life insurance in retirement planning after the SECURE Act? Which life insurance strategies make sense in the current low interest rate environment? What is the impact of the new regulation on reportable policy sales and transfer for value? The answers to these questins and more in our webinar, hosted by Martin Shenkman.

Estate Planning for Jewish Clients

Planning a Jewish client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding of the client’s Jewish values and convictions, and religious beliefs. This webinar will provide a practical survey of the many areas of estate and related planning that practitioners, including attorneys, CPAs, wealth advisors, and others, can address for Jewish clients' religious concerns.

Heckerling 2020 Roundup by Jonathan Blattmachr, Diana Zeydel, and Martin Shenkman

Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors and wealth management professionals. Jonathan G. Blattmachr, Esq., Diana Zeydel, Esq., and Martin Shenkman, Esq. will provide a 90-minute analysis and review of the week-long proceedings along with valuable materials summarizing this year’s Institute.


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

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