Ongoing

InterActive Legal Academy Estate Planning Tax Series

InterActive Legal Academy is education by lawyers for lawyers. The Estate Planning Tax Series offered in October is a practical introduction to tax issues relevant to estate planners and how to draft documents that can minimize overall taxation.

The Estate Planning Tax Series is approved for 12 hours of Florida CLE credit. Attendees outside Florida may apply for credit with their own state bar.

Bergen County Estate Planning Council Estate Planners’ Day

InterActive Legal is a proud sponsor of the Estate Planning Council of Bergen County Estate (BCEPC) Estate Planners’ Day.

Bergen County Estate Planning Council is an interdisciplinary organization that supports the team concept of estate and wealth planning.  BCEPC was organized for study, research, idea sharing, educational sessions and critical examination of problems germane to the field of estate planning. 

Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More

Join two of the nation’s leading estate planning attorneys for an in-depth discussion of today’s most pressing planning issues—and how AI can simplify your workflow. In this session, you’ll learn how to: Evaluate recent court rulings on Domestic Asset Protection Trusts (DAPTs) and their implications for asset protection planning, assess the pros and cons of terminating irrevocable trusts to achieve a basis step-up in estate inclusion, use AI-powered analysis to identify high-risk prospects and avoid problematic client engagements, review complex irrevocable trusts efficiently to uncover planning opportunities and potential red flags, and enhance client communication with clear, numeric planning options that protect your practice and build trust.