58th Annual Heckerling Institute on Estate Planning
January 8-12, 2024, Orlando World Center Marriott, Orlando, Florida
The Nation’s Largest Gathering of Estate Planning Professionals
InterActive Legal is once again a Proud Platinum Sponsor
at the Heckerling Institute on Estate Planning.
Complimentary Webinar
Heckerling Themes and Takeaways:
Reviewing the Most Important TopicsDiscussed at the 2024 Institute
Jonathan G. Blattmachr Esq., Abigail E. O’Connor Esq. and Martin M. Shenkman Esq.
Originally Aired On Jan 25, 2024
This presentation is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute is not responsible for its content. For information about the Heckerling Institute, including the 2023 conference, visit www.law.miami.edu/heckerling.
Complimentary Access to timely content
from InterActive Legal’s experts
Notable Webinars
Join our experts as they share essential valuable information on hot topics relevant to your practice and clients. Our presenters include revered estate planning and elder law attorneys, such as Jonathan G. Blattmachr, Martin M. Shenkman, and Natalie Choate.
Revenue Ruling 2023-2: What it Means and What You Might Do
by Jonathan G. Blattmachr Esq., Professor Mitchell M. Gans and Martin M. Shenkman Esq.
Closely Held Business Buy-out Arrangements Should be Reviewed Immediately in Light of the Recent Connelly Case
by Jonathan G. Blattmachr Esq., Martin M. Shenkman Esq. and Mary E. Vandenack Esq.
Back Door Slats – Issues When the Grantor Becomes a Beneficiary or Appointee
by Jonathan G. Blattmachr Esq., Edwin P Morrow III Esq. and Martin M. Shenkman Esq.
Notable Articles
Viability of Using AI to Draft Wills
by Vanessa L. Kanaga Esq.
by Tara Faquir and Leah Del Percio
Delight Your Clients: A Guide to Client Experience
by Christopher Barbaro
Thank you Natalie Choate, ILS Special Advisor on Retirement Benefits, for your continued support and contributions to InterActive Legal and our subscribers.
We were honored to host Natalie at our exhibit booth
at the 58th Annual Heckerling Institute on Estate Planning.
Learn More about Natalie B. Choate, Esq.
InterActive LegalSuite software integrations
help your firm increase accuracy and efficiency.
InterActive LegalSuite™
Clio Manage Integration
The InterActive LegalSuite™ Clio Manage integration gives InterActive Legal subscribers the ability to quickly and easily create clients in their InterActive LegalSuite document drafting practice system by importing their Clio Manage contacts. This integration allows seamless import of the contact information and other details entered in Clio Manage (i.e., spouse, beneficiaries, and other parties) into a NEW InterActive LegalSuite Client Interview.
Contact Clio@InterActiveLegal.com for more information.
InterActive LegalSuite™ DecisionVault Manage Integration
Swap your intake forms out for an intake portal where you can collaborate with your clients on the inputs to their estate plan, then sync the contacts over in full detail to Interactive LegalSuite Online in seconds.
Create a questionnaire for each of your different practice areas – keeping all your intake in one place.
Two Reasons to Consider Automated Document Generation
Make More Money:
Automate Drafting Estate Planning Documents
Deirdre Wheatley-Liss Esq. and Martin M. Shenkman Esq.
Document Generation’s Impact on Billing and Practice Management: It’s More Than Just Documents
Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq.
Looking for a reason to become a subscriber?
There’s a reason why so many industry professionals and customers partner with Interactive Legal, and are so enthusiastic about our solutions. Contact Us and begin your journey towards a more robust and efficient estate planning, elder law, and/or special needs practice.
Meet Our Heckerling Team
Michael L. Graham, Esq.
Chairman, Co-Founder, and Co-Author of Wealth Transfer Planning™
Jonathan G. Blattmachr, Esq.
Editor-in-Chief, Co-Founder, and Co-Author of Wealth Transfer Planning™
Teresa L. Bush, Esq.
Attorney, Director of Education and Support Services
Elizabeth Q. Boehmcke, Esq.
Attorney, Director of Content Development
Mohineet Khosla, Esq.
Attorney, Content Specialist
Deslin Simmons
Senior Application Developer
Amanda Boardman
Content Support Specialist
Steven Palumbo
Regional Sales Consultant
Lisa Briley
Regional Sales Consultant
Matt Tove
Director of Marketing and Sales
Many thanks to our subscribers, future subscribers, and wonderful staff for making the 58th annual Heckerling Institute on Estate Planning a great success!
