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Michael L. Graham

CEO & Co-Author of Wealth Transfer Planning™

Picture: Michael L. Graham

Michael L. Graham

Michael L. Graham is CEO of InterActive Legal and President of Dallas based Graham Law Firm, P.C.

I believe the work we are doing at InterActive Legal will last beyond my lifetime. Steve Jobs is quoted as saying that he wanted to "make a dent in the universe." While InterActive Legal may not be Apple (yet), I understand Jobs' desire to make a lasting impact.

We are at the threshold of massive change in almost every aspect of the practice of law. Technology, artificial intelligence, big data, and intelligence assistance are our daily fare. We understand our client's need for a flexible, intuitive platform with absolute excellence in function and design. Our partnership with IBM Watson, and our development of an IBM Watson application for seniors, gives us a unique perspective on the future of the practice of law and it is thrilling.

Our commitment is to serve and is evident in everything we do. From personalized online training to specialized CLE to annual symposiums with blockbuster lineups, we serve those who serve. This commitment was established by our founder, Jonathan Blattmachr, and continues today at each and every level of our company.

Now I would like to add a bit of provenance to this biography. I have been continuously Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization for 40 years. At the tender age of 30, I became a full partner in one of the largest, most respected law firms in the US, Baker & Botts. I was honored by the invitation to become a Fellow of the American College of Trust and Estate Counsel at age 34, and later to have been chosen to be an Academician of the International Academy of Trust and Estate Lawyers. I strongly believe that every lawyer must give back to the practice of law. I have served as Chair of the Texas Bar Association's Real Property, Probate and Trust Law Section, the Houston Bar Association's Probate Section, and the Dallas Bar Association's Probate Section. Other professional contributions include Supervisory Council Member of the American Bar Association's Real Property, Probate and Trust Law Section and President of the Texas Academy of Probate and Trust Lawyers.

It is my personal mission to provide excellence in the practice of law and best practices for other attorneys. I am fortunate to have the opportunity to work at and achieve these goals through my practice at Graham Law Firm and at InterActive Legal. This calling, involving my personal practice of faith through the recognition, respect, and love of others, is my heritage and passion. In my current law practice, which coexists with my service to InterActive Legal, I limit my focus to matters involving business and estate planning, administration of estates and trusts, and fiduciary based litigation. I have practiced at both large, international firms and small boutique firms over the last 44 years. I received my J.D., cum laude, from Baylor School of Law (1972), and my BBA from Baylor University (1971). I loved law school, and I love the law.

Events

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.

Secure Act and CRT’s BDIT’s and QSST’s.

The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets. This webinar will set the foundation of why tax free compounding over a long period of time is so critical to maximizing wealth and how those concepts apply to IRAs and retirement plans, how the Secure Act changed the planning environment, and what creative techniques planners might consider. The use of Charitable Remainder Trusts (“CRTs”) as beneficiaries, Beneficiary Defective Irrevocable Trusts (“BDITs”) and Qualified Subchapter S Corporations (“QSSTs”) might all be named as beneficiaries..

SLATs - How To Plan and Draft One of the Most Useful Documents for Married Clients

Spousal Lifetime Access Trusts (“SLATs”) planning can provide tremendous planning benefits for many married clients. They may well be the most popular technique to plan for married clients (and others) in 2020. Every practitioner needs to be comfortable and knowledgable of how to best use SLATs.


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