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InterActive Legal Tips and Tricks
July 29, 2022 @ 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.
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 uncommon drafting situations (or at least a quick work-around) and we will discuss several examples in the July 2022 Subscriber Drafting Webinar. We’ll also cover some tips for easier program navigation and editing of documents in Microsoft Word after assembly.
This presentation will provide our content team’s best tips for the following topics, and more:
• Dealing with blended families
• Setting up trusts that terminate at various ages
• What if I need different trusts for children and grandchildren?
• Selecting either separate trusts or a pot trust for GST planning
• One click to make your assembled documents shorter
• Document Editing and Formatting Tips – including Footers!
• Can I create a flowchart?
• What most drafters miss when creating a mirror-image estate plan
• Navigation tips – where to click to avoid frustration
With the exception of the GST topic, all options we will cover in this webinar are available in all InterActive Legal practice systems. Join us to learn tips, tricks, and helpful hints that should streamline document generation.
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.
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.