Webinars

So much time has passed since we were able to meet live at the Heckerling conference with both current subscribers and soon-to-be subscribers, and in that time, InterActive Legal has added many new options, documents, and content. As we…
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With the federal estate and gift tax exemption poised to drop dramatically in 2026, if not sooner, a popular strategy for using the high exemption before it drops involves creating a trust for the grantor’s spouse.  Such a trust is…
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Non ILS subscribers can rent this recorded webinar on-demand. Since the SECURE Act arrived in December of 2019, planners have been awaiting regulations to clarify a variety of open issues. Proposed regulations were released in late…
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How can practitioners (CPAs, wealth advisers, attorneys, and insurance consultants) assist clients in the operation and administration of irrevocable trusts?  What preliminary steps might be helpful to take to guide clients on proper trust…
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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…
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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…
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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…
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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…
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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…
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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…
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