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TRAINING, COACHING, AND SUPPORT
Personalized Training Courses

One of our training coordinators will be happy to help you with your course selection, registration, or custom training options. If you need assistance, please call 321-252-0100.

 

Recommended Training Courses

Live Online Training for New Users and Existing Users

Please Note: Registration closes 30 minutes prior to training start time.

ILS101GS-Getting Started with InterActive Legal:

This webinar is recommended for all new users of InterActive LegalSuite. It covers basic navigation of the software, setting up background information, entering client data, drafting documents and creating mirror image documents for a spouse. The webinar is presented once per week in a live online session.

InterActive Legal ONLINE Subscribers: Click here to view schedule and register for ILS101GS
InterActive Legal LEGACY Subscribers: Click here to view schedule and register for ILS101GS

ILS101WTP-Estate Plan Drafting in Wealth Transfer Planning:

This webinar is recommended for all users of Wealth Transfer Planning. The webinar covers the preparation of Wills, Revocable Trusts, Irrevocable Trusts, and ancillary documents, with and without estate tax planning. This webinar will also introduce the preparation of other complex, tax-driven estate planning documents, such as GRATs, charitable trusts, partnerships, etc. The webinar is presented once per week in a live online session.  (Required prerequisite: ILS101GS)

InterActive Legal ONLINE Subscribers: View schedule and register for ILS101WTP
InterActive Legal LEGACY Subscribers: View schedule and register for ILS101WTP

ILS101EEP-Estate Plan Drafting in Essential Estate Planning:

This webinar is recommended for all users of Essential Estate Planning. The webinar covers the preparation of Wills, Revocable Trusts, Irrevocable Trusts, and ancillary documents, with minimal estate tax planning. The webinar is presented once per week in a live online session. (Required prerequisite: ILS101GS)

InterActive Legal ONLINE Subscribers: View schedule and register for ILS101EEP
InterActive Legal LEGACY Subscribers: View schedule and register for ILS101EEP

ILS101ELP-Drafting Elder Law Documents in Elder Law Planning: 

This webinar is recommended for all new users of Elder Law Planning. The course covers the preparation of Estate Planning and common Elder Law and Special Needs Planning scenarios. This includes drafting trusts which are commonly used in elder law engagements such as first party special needs trusts (d4A), third party special needs trusts, and trusts which would be used in planning for Medicaid or Veterans Benefits. This webinar is offered once per week in a live online session. (Required prerequisite:  ILS101GS)

InterActive Legal ONLINE Subscribers: View schedule and register for ILS101ELP
InterActive Legal LEGACY Subscribers: View schedule and register for ILS101ELP

ILS102-Document Formatting and Editing in Word:

This 75-minute training class is recommended for attorneys, paralegals and word processing personnel who edit InterActive LegalSuite documents. The webinar covers the Word features used in InterActive LegalSuite documents. Participants learn how to add/edit text using the proper techniques to keep text aligned and auto-numbering formatted correctly. Basic Word concepts are covered in the first 60 minutes of this training class. Experienced Word users may stay online for an optional 15 minutes dedicated to advanced topics.
View schedule and register for ILS102 Word for Windows
View schedule and register for ILS102 Word for MAC

Additional Training Courses

ILS104-Customization of Element Templates:

Legacy Plus

This webinar is available to Wealth Transfer Planning and Elder Law Planning Legacy Plus subscribers only. InterActive Legal has opened up the templates for editing by authorized users with developer privileges. Since the templates are regularly updated, preliminary training is required before any customization is attempted. This webinar covers the structure of ILS templates, the MECHANICS of how to edit Element Templates, best practices for managing customized templates and updates to shipping templates, and paragraph and text formatting tips.  This webinar is offered on the second and fourth Wednesday of every month.  (Required prerequisite: Subscriber Drafting Webinar: "Quick Drafting in InterActive Legal - Choosing (and Building) Profiles with Real-World Examples."
View schedule and register for ILS104


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Events

House Estate Tax Proposal Requires Immediate Action

The House Democrats are proposing a $3.5 trillion spending plan. To support that package the Democrats have proposed tax increases to fund a large portion of that plan.

Speakers: Jonathan Blattmachr, Esq., Robert S. Keebler, CPA, and Martin Shenkman, Esq.

The House Ways and Means Committee just issued statutory language for the tax increase proposal, including dramatic changes to the transfer tax system. While the tax legislative process will no doubt evolve with many twists and turns, these proposals might be the blueprint for any final legislation. The implications of this are quite simple. Taxpayers who might be affected need to plan and take action now. If a client has been sitting on the tax planning fence waiting to see what will be enacted, this proposal suggests you advise them to jump off the fence and plan with haste. This webinar will explore the House proposal, what might happen, but most important, what advisers should discuss with clients now.

Preview of Upcoming 47th Annual Notre Dame Tax and Estate Planning Institute

This will be a fast-paced review of a wide range of practical planning ideas including: Freeze planning for GST exposed trusts and QTIP trusts; Installment sales to non-grantor trusts; Mathematics of charitable planning; Creative planning considering the changing political landscape; Beneficial interests in trusts and dissolution of marriage; Strategies to avoid ethical issues in estate planning; Diversity, equity, and inclusion-practical tips; SLAT tips; ERC and PPP; Agreements that protect clients and advisors: inheritance agreements, siblings agreements, and agreements with caretakers; and more.

Digital Assets Revisited: Preparing for the Tsunami

Digital assets have been on the radar of estate planners for many years, but their scope has recently expanded – exponentially.

The pandemic forced more people online than ever before, and each account, domain name, and other online presence may need to be addressed in some way when a client dies, or becomes incapacitated. Attorneys who both plan estates and administer them therefore need to understand the underlying issues related to different types of digital property.

Join us as experts in the area of digital assets cover the issues you should address with every client, and discuss helpful tools that may also assist with handling digital assets for your clients. The presenters will discuss:

  • The digitization of estate planning
  • How attorneys must adapt to new technology, or face being left behind
  • Digital asset problems in estate administration and how to handle them
  • How to handle digital assets when planning an estate – what to ask and what to look for
  • Why a standard provision in a Will or Trust may not be enough
  • Best practices
  • And more

Don’t miss this timely discussion of a topic that most of us may feel we have adequately covered, but actually may need to address in much more detail.

Digital Assets Revisited

Please Note: ILS subscribers have complimentary access to this video in the ILS Webinar Library. One more reason to become a subscriber


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