Webinars

https://vimeo.com/1088858190/6f91749117?ts=0&share=copy Webinar Description Spousal Lifetime Access Trusts have become a staple of estate planning for high net worth married clients to take advantage of the bonus transfer…
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https://vimeo.com/1090869366/c092d4c021?share=copy Webinar Materials Elder Law Coach Webinar Description One of the key components of crisis (and some pre-crisis) Medicaid planning is transferring assets so…
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All InterActive Legal drafting systems include a Joint Revocable Trust, which operates as one combined estate planning document for a married couple or unmarried partners.  As a revocable trust, this document also is intended for incapacity…
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This webinar will present a powerful personal story of a wife sharing her reflections on her husband’s experience of navigating his depression, anxiety, and ever-growing pressures of being an estate planning lawyer. This presentation will…
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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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