Subscriber Drafting Webinars provide continued training on various aspects of using the InterActive Legal software, usually focusing on drafting particular documents or using certain drafting options.  These webinars are free to ILS subscribers. They provide insight and training regarding specific documents and options available within the drafting systems. Subscribers will receive an email outlining the topic of each drafting webinar with instructions for registration.

Webinar Description

Within the past year, InterActive Legal has added new options, documents, and content to all of our practice systems.  In this webinar, we will discuss these new drafting options, educational content, and other subscriber resources.  Some new features allow drafters to create more robust estate planning documents, while others are intended to improve drafting efficiency.  Join us for a review of these new options and resources:

• See the new Joint Revocable Trust structure for simple married couple estate plans, where all assets can be held in one common share until the surviving spouse dies, available in all practice systems.
• Review the new Wealth Transfer Planning option to add additional “flexible” beneficiaries in long-term trusts, which can enhance creditor protection and reduce overall income taxation.
• See a quick tour of InterActive Legal Online, which was launched in 2021 and provides a true cloud-based secure drafting platform.
• Check out the automated client intake form that imports automatically into InterActive Legal Online.
• Review new subscriber resources, such as our 2022 Sample Client Planning Letter, SECURE Act Proposed Regulations Memorandum, Flexible Trust Beneficiaries Description, and more!
• Preview our new website, where one login allows subscribers to access all InterActive Legal resources, recorded training, discussion forums, and the InterActive Legal Online drafting system.

If time permits, we may also preview some new developments that are expected later this year.  We look forward to seeing you, and to sharing with you these new drafting tools.

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Speaker Bio

Teresa L. Bush Esq.

Teresa Bush joined InterActive Legal in 2007 and serves as Director of Education and Support Services. Ms. Bush has been licensed to practice law since 1991, and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration. She began her practice in a small law firm, planning for clients of all levels of wealth. Thereafter, she practiced for a number of years in the Tax Section of Kelly, Hart and Hallman, P.C. in Fort Worth, Texas, and as an estate and gift tax consultant for the Dallas office of Ernst & Young, in both cases focusing on planning for very high net worth clients. Ms. Bush received her J.D. from the University of Texas School of Law, where she was a research assistant for Professor Stanley M. Johanson. She studied at Edinburgh University and the London School of Economics prior to obtaining a B.A. in Economics and Political Science from Rice University in Houston. While studying abroad, she worked as an intern for a Member of Parliament in the British House of Commons. Ms. Bush taught legal research and writing as a Teaching Quizmaster in law school, and later taught estate planning extension courses for American College of Financial Services CLU candidates. She has presented several online webinars on estate planning and drafting topics, and is the author or co-author of a variety of estate planning articles.

• Teresa L. Bush Esq.

  https://interactivelegal.com/author/teresa-l-bush-esq/

  Subscriber Drafting Webinar
• Teresa L. Bush Esq.

  https://interactivelegal.com/author/teresa-l-bush-esq/

  Subscriber Drafting Webinar
• Teresa L. Bush Esq.

  https://interactivelegal.com/author/teresa-l-bush-esq/

  Subscriber Drafting Webinar