EVENT CALENDAR
- This event has passed.
Subscriber Drafting Webinar “How Do I . . . ?”
September 27 @ 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
While we don’t have actual data, we subjectively believe that most questions we receive in the content/drafting support department here at InterActive Legal start with “How do I…” This makes complete sense, particularly for new users, who just need to know the quickest route to a solution for their immediate client need – questions like:
- How do I draft a simple Will (or Revocable Trust)?
- How do I name co-trustees?
- How do I make my document shorter?
- How do I add a contingent SNT?
- How do I create a conduit or accumulation trust?
- How to I created a restatement of a Revocable Trust?
In this month’s drafting webinar, we will tackle a few of these questions (and we’ll address the others in October). We’ll also be prepared to answer your questions live, including any “How do I…” questions, that you’d like to add to the above list. Of course, keep in mind that you can always send your questions to us now, at [email protected], rather than waiting for the webinar.
We look forward to seeing you there!
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.