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Teresa L. Bush, Esq.

Director of Education and Support Services

Picture: Teresa L. Bush

Teresa L. Bush

Teresa Bush joined InterActive Legal in 2007 and serves as Director of Education and Support Services.

Ms. Bush has been licensed to practice law since 1991, and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration. She began her practice in a small law firm, planning for clients of all levels of wealth. Thereafter, she practiced for a number of years in the Tax Section of Kelly, Hart and Hallman, P.C. in Fort Worth, Texas, and as an estate and gift tax consultant for the Dallas office of Ernst & Young, in both cases focusing on planning for very high net worth clients.

Ms. Bush received her J.D. from the University of Texas School of Law, where she was a research assistant for Professor Stanley M. Johanson. She studied at Edinburgh University and the London School of Economics prior to obtaining a B.A. in Economics and Political Science from Rice University in Houston. While studying abroad, she worked as an intern for a Member of Parliament in the British House of Commons.

Ms. Bush taught legal research and writing as a Teaching Quizmaster in law school, and later taught estate planning extension courses for American College of Financial Services CLU candidates. She has presented several online webinars on estate planning and drafting topics, and is the author or co-author of a variety of estate planning articles.

Events

Sanders and Other Tax Proposals: What They Mean and What to Advise Clients to do Now: Two-Hour In Depth Look

What a difference in estate tax an election can make! Democratic estate tax proposals could dramatically alter estate and related planning. Clients should act now.

Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations

Every estate includes tangible personal property: cash, clothes, jewelry, furnishings, vehicles, pets, artwork, gold, alcohol, boats, electronics, cars, wine, guns, etc. Challenges you may face are as varied as the assets involved. This practical webinar will discuss critical planning, drafting, and tax considerations of planning for tangibles. The emotional aspects of tangible property can lead to family disputes.

2021 Income and Estate Tax Planning Steps to Recommend to Clients

We’ve now had some time to reflect on the results of the GA runoff election and see the Biden Administration begin. This program is an in-depth 2.5-hour discussion of income and estate tax planning practitioners should consider recommending to clients now. This program will review and expand considerably on a one-hour program presented immediately after the election results were known.


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