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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

A Disruption in Trust Taxation - Kaestner and Paula Cases Reviewed

Join us for a complimentary in-depth discussion of two recent court opinions of great importance, both of which should be considered in trust planning and in trust administration. Three leading experts, Jonathan G. Blattmachr, Mark Lobb, and Aaron Hegji will discuss the Kaestner and Paula cases, and provide explicit recommendations on structuring and administering trusts to avoid state tax on trust income, in light of the holdings.

Snap, Crackle, Swap—More on the Substitution Power in Grantor Trusts

In late May, Paul Hood was joined on a webinar by Jonathan Blattmachr and Professor Mitchell Gans to extensively analyze the power to swap or substitute assets with a grantor trust. That presentation included more information than could be covered in the planned ninety minutes, so we are pleased to bring back the same panel to continue their discussion.

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.


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