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Letha Sgritta McDowell, CELA

Director of Legal Strategy

Picture: Letha Sgritta McDowell, CELA

Letha Sgritta McDowell, CELA

Letha Sgritta McDowell currently serves as InterActive Legal's Director of Legal Strategy and she practices law with The Hook Law Center.

Letha Sgritta McDowell is licensed to practice in both North Carolina and Virginia and has been an elder law and special needs planning attorney for more than 10 Years. Ms. McDowell is a Certified Elder Law Attorney and Board Certified as a specialist in Elder Law by the North Carolina State Bar Board of Legal Specialization and she is accredited to prepare and prosecute claims with the Department of Veterans Affairs.

At InterActive Legal, Ms. McDowell provides insight into how modern law firm run in order to assist in strategic decisions about how to maximize the tools provided by InterActive Legal as well as what tools may be useful for practitioners in the future. In addition, Ms. McDowell contributes to the elder law and special needs planning content in the software and contributes to the InterActive Legal practice management and development tools.

Ms. McDowell is a member of the Board of Directors for the National Academy of Elder Law Attorneys, a member of the North Carolina Bar Association's Elder Law and Estate Planning Sections, serves as Vice President of the Elder Law Specialization Committee for the North Carolina State Bar, and serves as an active mentor to a number of young attorneys through the North Carolina Chapter of the National Academy of Elder Law Attorneys. Ms. McDowell is a 2001 graduate of Purdue University and a 2004 graduate of the University of Maine School of Law.

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

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InterActive Legal

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