Every estate planning client is different. One example is Client A, who doesn’t question the need to complete a detailed intake form that asks multiple questions about her assets, her health, and the lives of her children and other family members, compared with Client B, who sees estate planning as something easy that shouldn’t require providing so much information: “Here are the names of my family members and what I want. Please just write up my simple Will and Power of Attorney.”

The conference continues to bring together leading practitioners, academics, and professionals for timely discussions on developments in estate planning.

Celebrating 28 years, Stetson’s National Conference on Special Needs Planning and Special Needs Trusts provides three days of programming with nationally recognized speakers who will cover the major issues presented in the creation, administration, monitoring, and planning of special needs trusts.

InterActive Legal’s Jonathan G. Blattmachr, Esq. and Teresa L. Bush, Esq. take on one of the most debated assumptions in estate planning: Are trusts the exception—or should they be the rule?  Join them at the 2026 Tax & Estate Planning Forum.

InterActive Legal is a proud sponsor of the 52nd Annual Notre Dame Tax & Estate Planning Institute

This year’s Institute offers topics that cover transfer tax and income tax saving techniques and practical ideas relevant to a broad range of clients, even those not exposed to the estate tax. The Institute prides itself on including topics not typically covered at estate planning programs but that are frequently needed by clients.

InterActive Legal is a proud sponsor of the 2026 Academy of Florida Elder Law Attorneys (AFELA) UnProgram.

The AFELA UnProgram provides a collaborative platform for attorneys to engage in meaningful discussions on elder law topics that matter most to them. It fosters a supportive environment where participants can share experiences, solutions, and insights, enhancing their professional practice.