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Webinars
Our extensive Webinar Library is filled with high-quality continuing education tools, which provide information on a wide range of topics. This informative library is one of the added benefits available only to InterActive Legal Subscribers.
Non-subscribers can register to view recently recorded Hot Topic Webinars, Roundtable Events, Blog Posts, Articles, and other complimentary content here.
ESG Investing in Trusts
InterActive Legal CEO, Vanessa Kanaga moderates a WealthManagement.com webinar on ESG Trusts (Environmental, Social, and Corporate Governance).
Topics will include a brief history of ESG investing, the current framework for choosing and…
Drafting the Disclaimer-Based Estate Plan in InterActive Legal
Between a simpler estate plan that benefits the spouse and a more complicated bypass trust plan designed to reduce estate taxes. For many clients, the high federal estate tax exemption means their estate will not be subject to tax, but if…
Understanding Life Insurance: And No, It is Not Boring: Practical Discussion of Insurance…
Life Insurance is a ubiquitous asset that has unique features and is uniquely (and favorable) treated under many legal systems, including for bankruptcy and for tax purposes. It is also one of the least understood properties with which…
Flex Your Beneficiaries: How to Reduce Trust Income Taxes and Maintain Creditor Protection
InterActive Legal, Peak Trust Company, and Shenkman Law invite you to a complimentary webinar on “Flexible Beneficiary Trusts” – a trust design strategy for keeping assets protected from creditors and potential spendthrift beneficiaries…
Drafting Irrevocable Life Insurance Trusts in InterActive Legal
Every InterActive Legal practice system includes the ability to draft an Irrevocable Life Insurance Trust, or “ILIT.” In this webinar, we will discuss this drafting process, including what document to start with, selecting from the…
GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know
Chief Counsel Advice 202152018 (“the CCA”), released on December 30, 2021, has a critical impact on grantor retained annuity trusts (GRATs). The CCA addresses a common valuation challenge: what consideration should be given to a potential…
Drafting Options for Pets (and More) in InterActive Legal
For many clients, pets are an important part of the family, but considering who will care for those pets in the event of a death (or incapacity) is often overlooked. In our initial training classes, we mention the options for planning for…
Smaldino: Recent Tax Court Case Has Important Lessons on How to do Estate Planning Right!
In a recent Tax Court Case, Smaldino V. Commissioner Of Internal Revenue, T.C. Memo. 2021-127, November 10, 2021, has lots of important lessons on how to do an estate plan properly. These lessons are particularly important for those that…
Drafting the Joint Revocable Trust in InterActive Legal
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…
Drafting Grantor Trusts – and Non-Grantor Trusts – in InterActive Legal
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. …