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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

Life Insurance Planning Opportunities in Early 2020

How do the new fiduciary rules impact your life insurance recommendations? What is the role of life insurance in retirement planning after the SECURE Act? Which life insurance strategies make sense in the current low interest rate environment? What is the impact of the new regulation on reportable policy sales and transfer for value? The answers to these questins and more in our webinar, hosted by Martin Shenkman.

Estate Planning for Jewish Clients

Planning a Jewish client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding of the client’s Jewish values and convictions, and religious beliefs. This webinar will provide a practical survey of the many areas of estate and related planning that practitioners, including attorneys, CPAs, wealth advisors, and others, can address for Jewish clients' religious concerns.

Heckerling 2020 Roundup by Jonathan Blattmachr, Diana Zeydel, and Martin Shenkman

Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors and wealth management professionals. Jonathan G. Blattmachr, Esq., Diana Zeydel, Esq., and Martin Shenkman, Esq. will provide a 90-minute analysis and review of the week-long proceedings along with valuable materials summarizing this year’s Institute.


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