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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

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.
View schedule and register for ILS101GS

ILS101GSCL-Getting Started with InterActive Legal (ILS Cloud™):

This webinar is required for all new subscribers of InterActive LegalSuite in the ILS Cloud environment. The webinar covers basic navigation of the InterActive LegalSuite software, setting up background information, entering client data, drafting documents and creating mirror image documents for a spouse. It also covers the ILS Cloud desktop, Amazon WorkSpaces, Amazon WorkDocs, cloud security, snapshots and backups. The webinar is presented once per week in a live online session.
View schedule and register for ILS101GSCL

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 or ILS101GSCL)
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 or ILS101GSCL)
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 or ILS101GSCL)
View schedule and register for ILS101ELP

ILS102-Document Formatting and Editing in Word:

This webinar teaches attorneys, paralegals and word processing personnel about the advanced Word features used in InterActive LegalSuite documents.  Subscribers learn how to add/edit text using the proper techniques to keep text aligned and auto-numbering formatted correctly.  ILS distributes a proprietary toolbar in Word that provides several easy and convenient editing and formatting tools.  All features of the ILS toolbar are covered in this webinar.  The following optional advanced topics will be covered in the final 30 minutes: section breaks and footers, two-level table of contents, and custom style sheets. The webinar is presented once per week in a live online session.
View schedule and register for ILS102

Professional Version Subscribers Only

ILSJSC-Jump Start Coaching:

Professional Wealth Transfer Planning and Elder Law Planning subscribers are encouraged to participate in a “Jump Start” coaching session with one of our in-House Attorneys. The jump start coaching program is a one-on-one, 90 minute, dedicated coaching session. The session is self-directed, so it can cover whatever information is best for you. Our attorney can assist as you create clients and documents or walk you through more complicated documents and options. The goal of the program is to help you feel confident and successful using the InterActive Legal practice systems so that you can maximize your investment. (Required prerequisites: ILS101GS or ILS101GSCL, ILS102 and one of the following: ILS101WTP or ILS101ELP) Please contact an ILS Training Coordinator at 321-252-0100 to schedule a Jump Start Coaching Session.

Additional Training Courses

ILS104-Customization of Element Templates:

This webinar is available to professional Wealth Transfer Planning and Elder Law Planning 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

ILS105-ILS Cloud Environment:

This webinar is required for all subscribers who upgrade to the ILS Cloud environment. The webinar covers the ILS Cloud desktop, Amazon WorkSpaces, Amazon WorkDocs, cloud security, snapshots and backups. The webinar is presented once per week in a live online session.
View schedule and register for ILS105

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Events

California Proposition 19 – What Estate Planners Need to Know

As estate planners consider potential tax law changes that might occur at the federal level this year, one state is also dealing with a new property tax issue that could impact many clients owning real property in California. California Prop. 13, which was enacted in 1978, created a situation in which the assessed value of California real property for property tax purposes is often far less than the market value of such property, making it not unusual for a property to have an assessed value that is less than 20% of the fair market value. If the property tax value is reassessed (which would occur if the property is sold, or in some cases upon death of the owner), the property taxes owed can increase significantly.

Clients have a very small window of time to consider whether to take steps – and to actually take them – to preserve the potential property tax savings conferred by Prop. 13. Tune into this webinar for the latest.

GA Runoff Elections Concluded: Anticipated Tax Changes Affecting Estate Planning for This and Future Years

The tax world is likely to change (yet again!) and if so, that will have far reaching economic effects. You and your clients need be prepared... not later this year, not later this month, but NOW. Although we cannot know what will be proposed by the Biden Administration, we have plenty to consider. And it is likely that Biden administration tax proposals can be enacted under a Budget Reconciliation Act, which cannot be filibustered. This webinar will discuss what the most likely and most consequential tax proposals are likely to be, and how you can help your clients prepare for them now.

Post-Election Estate Planning What to Do For Clients In November and December of 2020

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

The 2020 election demonstrated that the projected Democratic sweep did not occur. Former Vice President Biden won the Presidency, but that is still being challenged. The Republicans have control of the Senate it appears, but two runoff elections in Georgia in January 2021 may provide the Democrats a chance to pick up two additional seats making the Senate evenly split between Democrats and Republicans. What does this all mean to clients that were engaged in planning in anticipation of the Blue Wave that did not happen?


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