Webinars

On June 6, 2024, the U.S. Supreme Court issued a unanimous opinion in a closely held business valuation case that will have significant impact on many family and closely held businesses.  (Connelly v. United States, U.S., No. 23-146,…
Read More...

Drafting trusts that will receive retirement benefits has been a challenge for estate planners, even before SECURE.  And as we navigate the post-SECURE landscape, new drafting issues continue to arise.  Some of those issues are helped along…
Read More...

It’s been more than 30 years since the Patient Self Determination Act codified the use of advance directives in hospitals and other medical facilities. While traditional advance directives still serve an important role for your clients,…
Read More...

A potential new client has contacted your office to see if your firm can prepare their estate plan. What is your first step? There is no one right answer to this question – some attorneys will schedule an in-person conference or an online…
Read More...

The Federal Trade Commission (FTC) has issued a new Rule prohibiting noncompete agreements. While this has been the subject of considerable discussion among employment and corporate attorneys, similar attention has yet to be given to this…
Read More...

Every InterActive Legal drafting system includes standard time-saving features designed to streamline the drafting process.  Those features are often not evident “out of the box,” since it takes a bit of time to get used to drafting in a…
Read More...

Estate planning often focuses on where property passes at death, either via a revocable trust or a last will and testament.  In some cases, however, a client may want to make gifts of property during lifetime, or they may be advised to do…
Read More...

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 and Special Needs Planning system, the trusts we refer to as the  “Income…
Read More...

Credit-Shelter Trusts (sometimes called “Bypass Trusts”) are a common feature in married estate plans when estate taxation is a concern.  While we cover credit-shelter trusts in our practice system training, most clients don’t need them,…
Read More...

The 58th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on January 8-12, 2024. The Institute is the preeminent estate planning conference of the year and always has a week full of valuable seminar sessions…
Read More...