Webinars

Advisors to high-net-worth individuals and family offices need to adjust their approach when assisting families with LGBTQ members. Because societies have historically discriminated against LGBTQ individuals, advisors need to have emotional…
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Are you and your practice properly and sufficiently protected from the growing epidemic of cyberthreats? Probably not! One in three lawyers has suffered a data breach at the hands of cybercriminals, according to the ABA’s annual TechReport.…
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Life insurance and retirement benefits are non-probate assets, passing via separate beneficiary designation forms. Sometimes a client wants those assets to pass in the same manner as the rest of their property, so they might designate the…
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You CAN automate the drafting of estate planning in your practice. Regardless of the size or complexity of client matters you handle, automation will (yes “will”!) make you more efficient, more effective, and more profitable.  With…
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InterActive Legal Subscribers quickly learn that their drafting systems include hundreds of different drafting options, and remembering them all is challenging, if not impossible.  In many cases, the program has an automatic solution for…
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As people live longer and have more active lives into their later years, we can perceive a shift in the typical Elder Law Planning client demographic. How to best reach potential clients who need legal services, and how to retain those…
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Most estate planners draft Wills as a regular part of their services.  For some, it’s always a simple “pour-over” Will intended to accompany a funded Revocable Trust, with the trust document containing the estate plan.  Other planners do…
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This subscriber drafting webinar will cover how to create your own pre-answered document interviews for your most common documents with your preferred default answers. These custom profiles will save you more time when drafting – even more…
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On April 27, 2022, the IRS released proposed regulations that follow up on the initial “Anti-Clawback” regulations released in 2019. The proposed regulations provide guidance on how various estate planning strategies may be treated in…
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Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate planners in the substantive planning. As if that was not difficult enough, estate planners may also encounter…
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