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InterActive Legal Document Provisions – Where do They Come From?

August 25, 2023 @ 12:00 pm 1:00 pm EDT

Teresa L. Bush Esq.
Drafting Webinar

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

Our content support team occasionally is asked about specific document provisions:

  • Why did this article show up in my document?
  • What is the purpose of this paragraph?
  • What question in the interview is causing this language to appear?

In many cases, the provision in question is triggered because either a specific option was selected in an interview (or was pre-selected in a pre-answered interview profile), or the type of estate plan triggers the language.  For example, certain text comes in automatically if there are trusts that end at specified ages, but it won’t appear if the trusts last for lifetime.  Other language, like the “decanting” provision or the “Payments to Minors” article, are triggered by checking one single box in the document interview.

In this webinar, we’ll go through several different articles and paragraphs, briefly discuss the purpose of each, and point out when each provision appears in a given document.  We plan to cover the following:

  • Outright Transfers if Trust Already Terminated
  • Estate Tax Efficient Shares
  • Payments to Minors
  • Exercise of Powers Created Hereunder
  • Trustee May Create Trusts
  • Language related to age-based trust distributions
  • GST exemption language
  • Disqualified Trustee provisions
  • Interested Trustee provisions
  • and more!

If you’ve ever wondered why specific language is appearing in your assembled document, this is a chance to find out.  We’ll save the last few minutes of the webinar to cover any provisions that you ask about and that we haven’t already addressed.  This webinar is appropriate for drafting users of all practice systems.

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, 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.

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