Call 321.252.0100

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

The ABC’s of Estate Planning for Retirement Benefits in a Post-SECURE World

Exclusive On-Demand Webinar from Natalie Choate

Please Note: ILS Subscribers have complimentary access to this video in the ILS Webinar Library

The SECURE Act has been part of the estate planning landscape for more than a year, but some planners are understandably still considering how (or if) it impacts their clients. A lack of regulatory guidance has generated further confusion, as professionals try to work within a framework of regulations that doesn’t match the framework of the new law. Add to that a seemingly contradictory IRS publication – which fortunately appears to be an inadvertent error – and it’s no wonder planning for retirement benefits remains a hot topic for discussion.

"The ABC’s of Estate Planning for Retirement Benefits in a Post-SECURE World

Blockchain Technology and Estate Planning: Cryptocurrencies, NFTs, E-Wills, and Other Ways Blockchain May Affect Modern Estates

Digital assets were only the beginning. Today, there is a new intersection of technology and property interests that most estate planners – in fact, most people - don’t yet understand. Slowly, but surely, estate planners are starting to see clients with asset portfolios that include cryptocurrency and non-fungible tokens (NFTs). Much like tangible property or other intangible interests, these are assets of value, and therefore must be addressed as part of the estate plan. But unlike more traditional forms of property, understanding the nature of these assets requires some background information, and answers to some basic questions. What exactly are they? How are they owned? How can they be transferred? And maybe most importantly in a time of potential tax law changes, how are they valued?

Heckerling Review Webinar - 2021 Roundup of the 55th Annual Heckerling Institute on Estate Planning

The 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. and Martin Shenkman, Esq. will provide a 60-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

InterActive Legal

Contact InterActive Legal

InterActive Legal

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