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Will Drafting in InterActive Legal
June 24, 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.
Webinar Description
Most estate planners draft Wills as a regular part of their services. For some, it’s always a simple “pour-over” Will intended to accompany a funded Revocable Trust, with the trust document containing the estate plan. Other planners do not typically use Revocable Trusts, and instead the Will is the primary estate planning document. Either type of Will can be prepared in all InterActive Legal drafting systems, and we’ll prepare several different Will documents in this webinar.
While Wills are generally straightforward documents, there are different versions in the program, and we’ll explain and illustrate the differences. We will focus more on options for disposing of property, rather than estate tax planning, but we will discuss some tax planning where necessary. Topics we will cover include:
- Selecting from the available Will Profiles
- Understanding the Will interview
- How the Will interview automatically adjusts when drafting a Pour-Over Will
- Optional provisions you may want to (or need to) add to a Pour-Over Will
- Adding spousal SNTs to a Will
- Naming Personal Representatives, and Trustees if you need them
- When (if ever) you might use the ILS “Simple Will”
The options in Wills mirror those in Revocable Trusts, but this session is dedicated exclusively to the former. Bring your questions, which we’ll answer as time permits, and join us for this hour of Will-only drafting.
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.