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Drafting Common Estate Plans from Start to Finish in InterActive Legal
April 28, 2023 @ 12:00 pm – 1:00 pm EDT
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
InterActive Legal drafting systems contain hundreds of different options, which can make using the program sometimes feel a bit overwhelming. Many of the options won’t be needed for most clients, but are nice to have when the situation arises. So how can you best navigate the numerous drafting options in the program for your most common estate plans?
In this drafting webinar, we will prepare two estate plans – for two separate married couples – from start to finish. One will include revocable trusts, pour-over wills, and ancillary documents for both spouses, and the other will be similar but will include a joint revocable trust instead of two separate revocable trusts. During this process, we will demonstrate ways to set up your system to streamline the drafting process, specifically by using custom profiles, pre-set document packages, custom document names, and batch assembly.
In order to save a bit of time, we will demonstrate documents using the Essential Estate Planning system, which has slightly fewer drafting options. However, the concepts discussed are appropriate for users of all systems.
Join us as we discuss how to more efficiently prepare common “every-day” estate plans, so that more time is available for unique plans that can be more complex and challenging.
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 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.