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Wealth Transfer Planning


Wealth Transfer Planning is the most advanced and powerful drafting system and productivity tool for experienced estate planners. The system assists you in preparing customized and tailored plans for each client.

Wealth Transfer Planning

Co-authored by renowned master estate planners Jonathan Blattmachr and Michael Graham, this system is the most intuitive and intelligent software system available – giving you the planning flexibility you need and customization capability you want.

Tackle complex issues and create sophisticated, highly tailored plans efficiently with Wealth Transfer Planning.

Estate and Tax Planning Strategies

  • Planning for tax uncertainty

  • Asset Protection Strategies using trusts, partnerships, and other entities

  • Specific document strategies intended to reduce the Gift Tax risk in an Installment Sale to Grantor trust transaction

  • Using increasing and declining GRAT payments to maximize downstream wealth transfer (and easy automated provisions to use either strategy)

  • Retirement Asset Planning, including qualification as a Designated Beneficiary to allow continued income tax deferral

  • Charitable Giving (CRTs, CLTs, private foundations)

  • Split Purchase TrustsSM and QPRTs

  • The SuperCharged Credit Shelter Trust℠ – a super idea for married couples

  • Creative GST options including The Extra Crummey Trust℠ – the best annual exclusion vehicle ever

  • Beneficiary Defective Trust – income tax efficiency with downstream wealth transfer

  • Efficient structuring of Marital, Family, and Descendants Trusts; balancing tax efficiency, family access, and creditor protection

  • Tax planning in "decoupled" states (those with independent state death taxes)

  • Asset protection strategies using Wills and Revocable Trusts

  • Customized estate planning for non-traditional relationships and families

  • Redirecting property through powers of appointment

  • Maximizing downstream wealth transfer using grantor trusts

  • Satisfying clients by creating individual cash legacies in trust

Retirement Benefits Planning

The Retirement Benefits Planning program is included as part of the Wealth Transfer Planning practice system. Learn More

Document Summary:

Wills and Codicils

  • Separate & Community Property. State specific options and language. Fiduciary Powers options. Options for unmarried partners available (as well as single and married individuals, including same-sex married couples). Executive Summary.

Revocable Trusts

  • Separate & Community Property. State specific options and language. Fiduciary Powers options. Options for unmarried partners available (as well as single and married individuals, including same-sex married couples). Executive Summary. Funding Instructions. Practitioner Checklist. Separate Certificate of Trust. Practitioner Action Steps Checklist.

Irrevocable Trusts

  • State specific options. Practitioner Checklist. Extensive fiduciary powers. Separate Certificate of Trust. Executive Summary. Crummey Notices.

Charitable Trusts

  • State specific options and language. Different options for fiduciary powers. Practitioner Action Steps Checklist.

Special Purpose Trusts

  • Including Split Interest Trusts. State-specific options and language, including acknowledgements. Practitioner Checklist.

Strategic Planning Analyses and Memoranda

  • Produce memorandum of recommendations to client or practitioner on specific planning strategies.

Power of Attorney

  • State specific forms.

Agreements

Family Business Forms

Practitioner & Client Aids

Ready to Get Started?

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What Our Subscribers Are Saying

Kristin Dzialo

“Thank you again, InterActive Legal. We moved from a competitor to ILS last year and the forum and customer service at ILS is just incomparable—it really sets you all apart.”

Kristin Dzialo, Esq
Eckert Byrne, Cambridge, MA

Lewis J. Saret

“I have been an ILS subscriber for well over a decade and I love the ILS service. The benefits I’ve experienced include the following: (1) the ILS service has made me a better lawyer because I’ve learned so much from the software, the discussion board, and the included webinars and other resources; (2) drafting using the software is very efficient, much more so than using model documents; and (3) I have a greater sense of security and risk management knowing the documents are constantly updated and by the responsiveness of the discussion board and other resources that ILS makes available to users. All in all, I cannot imagine practicing without it.”

Lewis J. Saret
Law Office of Lewis J. Saret, Washington, D.C.

Jessica A. Hayes

“I have been an ILS subscriber for over 11 years and find the service invaluable to my estate planning practice. You not only have access to a variety of forms that are customizable and updated on a regular basis, but you also have access to their library of work and the listserv. Where else can you have access to replies from Jonathan Blattmachr, Howard Zaritsky and Natalie Choate among others. I have and will continue to recommend ILS to fellow attorneys. Well worth the price of admission.”

Steven C. Robinson, Esq.
Robinson Wolenty & Young, LLP - Indianapolis, IN

Jessica A. Hayes

“I’ve been very pleased with InterActive Legal’s systems and customer service. Led by some of the most respected experts in this practice area, ILS’ team has a collective knowledge and willingness to help that is unparalleled. The system is continuously updated to reflect changes in the law and contains a wealth of educational materials and resources. I have peace of mind in knowing there’s an entire team at ILS there to help me provide the best possible service to my clients.”

Jessica A. Hayes
Pender & Coward – Virginia Beach, VA

Allyson B. Russo

“The sales & training teams at InterActive Legal have been professional and top notch. They make the process to learn the software as easy and as thorough as possible. It is also a wonderful product that has already enhanced my practice!”

Allyson B. Russo
Russo Law Offices – Hinsdale, IL

Amos Goodall

"An attorney practicing elder law without the benefit of sophisticated software is foolhardy. On the other hand, an attorney who blindly plugs a client’s information into canned forms does his clients a disservice. InterActive Legal, with its unparalleled support and comprehensive draft documents that are fully and easily customized to fit clients’ personal situations, allows me to practice law efficiently and effectively. My clients deserve no less."

H. Amos Goodall, Jr., Esquire, LL.M., CELA
Goodall & Yurchak, P.C. - State College, PA

R. Hal Moorman

"I have been using InterActive Legal for a number of years. Like any technology, there is a learning curve, but they have an excellent staff to help you when you can’t figure something out. The forms can be as sophisticated or as simple as you desire. Because it is a system, it prompts you to make decisions as you do your drafting. If you don’t understand the question, the system has a tutorial to help you understand why it is asking you a question. The system is upgraded on a continual basis. I highly recommend it."

R. Hal Moorman
Moorman, Tate, Haley, Upchurch & Yates, L.L.P.

John J. Scroggin

"I can’t live without your wonderful Listserv!"


John J. Scroggin
Scroggin & Company, Counselors At Law

Dale Ann Kaiser

"I researched all the estate planning drafting systems on the market before purchasing ILS Wealth Transfer Planning. It is by far the best drafting system in terms of both the estate planning documents themselves and the resources and expertise available to users. ILS allows me to do sophisticated documents and, as a side benefit, I also use ILS for research and education."

Dale Ann Kaiser
Kaiser Law Group

Click here for in-depth testimonials from our Subscribers

Events

Estate Planning Roadmap—Part 1

While no one can predict the 2020 election, there is a possibility of a shift of control in Washington to consider. In addition, changes in demographic trends, and increasing elder financial abuse, the challenges to estate planners have become ever more complex. This Webinar will explore various planning strategies that practitioners may employ to help clients capitalize on the estate tax environment created by the 2017 tax act, with consideration of these newer developments and trends affecting income tax planning, asset protection planning, drafting conventions and more.

Are You a Sitting Duck in Your Law Practice? An In-Depth Look at ADA Accessible Websites

Do law firms fall under the ADA website accessibility and compliance rules, standards, and case law? What about small law firms – those with fewer than 15 employees? Is this even a topic we should spend our valuable (billable) time on? Don’t miss this in-depth look at an issue that many attorneys may not yet realize is important to consider.

Wills in the Cloud – The Pros, Cons, and Inevitability of Electronic Wills

Four states now permit (or will in 2020) some version of an “electronic will,” and the Uniform Electronic Wills Act drafted earlier this year is likely to bring the concept to other states sooner rather than later. It appears inevitable that we as estate planners will need to address the issue of electronic wills and perhaps incorporate them into our practices, even if we may be reluctant to do so. To embrace this challenge, InterActive Legal has put together a panel of experts on the subject, moderated by our president, Vanessa Kanaga, to debate the pros and cons, and highlight important issues involved with electronic wills and the various electronic will laws.


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