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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

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

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

Contact InterActive Legal

InterActive Legal

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