Webinars

The statistics related to professional advisors struggling with mental health and addiction issues in the high-pressure environments of law, CPA, and wealth management firms are significant. However, the data presents an even worse and more…
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https://vimeo.com/1086561600/0fabd71602?ts=0&share=copy Webinar Materials Webinar Description When a plaintiff has a disability, is a minor, or vulnerable, litigation attorneys will often turn to an estate…
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Uncertainty is good – but a challenge. And even though we felt things were uncertain in prior years, the transfer tax landscape is arguably more in flux today than it has been in decades. Not only are we awaiting Congressional action on the…
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An irrevocable trust is a more advanced estate planning strategy – beyond a standard Last Will and Testament or Revocable Living Trust.  Since the trust is created during lifetime, it adds another layer to estate planning, which is usually…
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This presentation will delve into income taxation on trusts, including the Section 121 exclusion and tax-related changes under the Trump administration that are shaping the professional landscape. While these topics are not political, they…
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Personal effects are often the component of an estate with the least monetary value but the most sentimental value. These items can cause more family discord than an unequal division of bank accounts, because they have meaning – both shared…
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Just how irrevocable are irrevocable trusts?  Not revocable, not amendable – and that’s by design.  However, that’s not the end of the story.  There may be ways to modernize the idea of an irrevocable trust through decanting or through…
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One of our most frequently asked questions is some version of “which form should I use?”  Drafters who are new to InterActive Legal, or those who are drafting documents that are new to them, can sometimes find the menu selections confusing.…
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It is not uncommon for an estate planning attorney to represent both spouses in the preparation of their estate plan. In fact, it’s a routine part of the practice. Most estate planning attorneys are aware that representing a married couple…
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Proposals have been made to extend all 2017 tax cuts, including the bonus estate, gift, and GST tax exemptions. There also has been a proposal to repeal the federal estate tax (but not the gift tax) and yet continue to permit the income…
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