Webinars

Irrevocable Trusts can be created in all InterActive Legal practice systems, often in an effort to remove assets from the taxable estate at death or to prevent assets from being countable resources for government benefits eligibility.  …
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Democrats have proposed tax increases to fund a large portion of that plan. The House Ways and Means Committee just issued statutory language for the tax increase proposal, including dramatic changes to the transfer tax system.
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The SECURE Act has been in effect for more than a year and a half, and drafting options that comply with its terms have been in InterActive Legal drafting systems since January of last year. This webinar will revisit those options, covering…
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The Notre Dame Tax & Estate Planning Institute will be broadcast virtually in October. This webinar will give practitioners a preview of some of the many topics to be addressed at this year’s Institute.
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In this presentation, we will discuss how to draft what are sometimes referred to as “Medicaid Asset Protection Trusts,” or “MAPTs.” In InterActive Legal’s Elder Law Planning, the trusts we refer to as the “Income Only Trust” and the…
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Each InterActive Legal practice system provides subscribers with the ability to draft at least one type of “irrevocable trust.” All systems contain the standard Irrevocable Trust, which can serve multiple purposes, and will be the primary…
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Too often planning articles and conferences use a “Cleaver family” as the touchstone for planning. The reality is that intact married family units constitute a small percentage of the population. Further, a tremendous percentage of the…
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Drug use is on the rise in this country and 23.5 million Americans are addicted to alcohol and drugs. That’s approximately one in every 10 Americans over the age of 12. No estate, tax or financial planner can assume that a significant…
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Document interviews in InterActive Legal follow a format that we all recognize – a list of screen titles on the left, questions on the right, navigation keys to move forward and back at the bottom. Beyond the basics, however, are several…
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Digital assets were only the beginning. Today, there is a new intersection of technology and property interests that most estate planners – in fact, most people - don’t yet understand. Slowly, but surely, estate planners are starting to…
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