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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

Preview of Upcoming 47th Annual Notre Dame Tax and Estate Planning Institute

This will be a fast-paced review of a wide range of practical planning ideas including: Freeze planning for GST exposed trusts and QTIP trusts; Installment sales to non-grantor trusts; Mathematics of charitable planning; Creative planning considering the changing political landscape; Beneficial interests in trusts and dissolution of marriage; Strategies to avoid ethical issues in estate planning; Diversity, equity, and inclusion-practical tips; SLAT tips; ERC and PPP; Agreements that protect clients and advisors: inheritance agreements, siblings agreements, and agreements with caretakers; and more.

Digital Assets Revisited: Preparing for the Tsunami

Digital assets have been on the radar of estate planners for many years, but their scope has recently expanded – exponentially.

The pandemic forced more people online than ever before, and each account, domain name, and other online presence may need to be addressed in some way when a client dies, or becomes incapacitated. Attorneys who both plan estates and administer them therefore need to understand the underlying issues related to different types of digital property.

Join us as experts in the area of digital assets cover the issues you should address with every client, and discuss helpful tools that may also assist with handling digital assets for your clients. The presenters will discuss:

  • The digitization of estate planning
  • How attorneys must adapt to new technology, or face being left behind
  • Digital asset problems in estate administration and how to handle them
  • How to handle digital assets when planning an estate – what to ask and what to look for
  • Why a standard provision in a Will or Trust may not be enough
  • Best practices
  • And more

Don’t miss this timely discussion of a topic that most of us may feel we have adequately covered, but actually may need to address in much more detail.

Digital Assets Revisited

Please Note: ILS subscribers have complimentary access to this video in the ILS Webinar Library. One more reason to become a subscriber

Single Clients: Planning Considerations

Too often planning articles and conferences use a “Cleaver family” as the touchstone for planning. The reality is that intact married family units constitute a small percentage of the population. Further, a tremendous percentage of the population is single and the proportion of the population that is single has grown substantially over the decades and that trend may continue. Over 50% of the population, about 125 million adults are single. That has increased dramatically from 1950 when the percentage was less than half that amount, 22%. Tax laws often favor married couples. Consider the unlimited estate tax marital deduction for US citizen spouses. The new proposals for deemed realization have an exclusion for US spouses that is not available to the heirs of a single client. Spousal rights of election protect a spouse from disinheritance. In contrast an unmarried partner may have little or no protection. How should documents be drafted differently? How might tax and other planning change? This webinar will provide a review of many of the nuances of planning for the single client.


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

InterActive Legal

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InterActive Legal

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