Webinars

President Trump has won the White House. The Republicans have control over the Senate, and may gain control over the House. Estate planning has been focused on planning to use bonus exemption and planning for possible enactment of a…
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Last month, we discussed some basic “How-tos” in InterActive Legal – how to create a very simple Will or Revocable Trust, how to add in conduit or accumulation trust provisions, how to make documents shorter.  This month, we’ll pick up on…
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While we don’t have actual data, we subjectively believe that most questions we receive in the content/drafting support department here at InterActive Legal start with “How do I…” This makes complete sense, particularly for new users, who…
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As an attorney, ensuring that your clients with dementia receive the care, respect, and planning they deserve is not just a professional obligation—it’s a priority. Join us for “Navigating the Dementia Journey: Helping More People and…
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The Loper Bright case, decided by SCOTUS at the beginning of July, and which overruled its 1984 decision in Chevron v. Natural Resources Defense Council, Inc., represents a generation change in the importance of all Federal regulations from…
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This month’s subscriber drafting webinar will focus on estate tax planning in states that have a separate state estate tax system with a state exemption that is lower than the federal exemption.  In that situation, there is an added layer…
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This course is designed for elder law and estate planning attorneys looking to enhance their ability to support senior clients with long-term care planning. Participants will gain a comprehensive understanding of the Medicaid program,…
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With estate tax exemptions remaining high – except in a few select states – estate tax planning is not a priority for many clients.  However, how property passes to one’s family remains a driving force behind client estate planning…
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Estate tax planning is top of mind for planners representing high net worth individuals, but planning for the generation-skipping transfer (“GST”) tax should also be considered.  Many clients – and perhaps some attorneys – may mistakenly…
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We’ve all seen the headlines in recent months.  We are living through the greatest transfer of generational wealth in human history (or so the hyperbole goes).  Whether it is the greatest in history or not is a debate for scholars. …
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