BEGIN:VCALENDAR VERSION:2.0 PRODID:-// - ECPv6.15.18//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://interactivelegal.com X-WR-CALDESC:Events for REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Halifax BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20250309T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20251102T050000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20260308T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20261101T050000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20270314T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20271107T050000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Halifax:20260112T080000 DTEND;TZID=America/Halifax:20260116T170000 DTSTAMP:20260406T162417 CREATED:20251111T204018Z LAST-MODIFIED:20260212T151754Z UID:47778-1768204800-1768582800@interactivelegal.com SUMMARY:60th Annual Heckerling Institute on Estate Planning DESCRIPTION:The Nation’s Largest Gathering of Estate Planning Professionals\n\n\n\n\n\nOrlando World Center Marriott\, Orlando\, Florida \n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n InterActive Legal is once again a Proud Platinum Sponsorat the Heckerling Institute on Estate Planning \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n The Heckerling Institute on Estate Planning — where the future of estate planning takes shape through world-class programming\, invaluable networking opportunities\, and the industry’s largest exhibit hall dedicated exclusively to estate planning solutions. \n \n \n \n \n \n \n \n \n \n \n \n Many thanks to our subscribers\, future subscribers\, and wonderful staff for making the 60th annual Heckerling Institute on Estate Planning a great success! \n \n \n \n \n \n \n \n \n \n \n \n Thank you Natalie Choatefor your continued support and contributions to InterActive Legal and our subscribers.   \n \n \n \n InterActive Legal was honored to hostNatalie B. ChoateILS Special Advisor on Retirement Benefitsat our exhibit booth. \n \n \n \n \n \n \n \n \n \n \n Heckerling Booth RaffleWinner \n \n \n \n \n \n \n \n \n \n \n \n \n Free Post-Event WebinarHeckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2026 Institute and More \n \n \n \n \n \n \n \n \n \n \n \n Date and Time: Thursday\, January 29\, 2026\, 4:00pm – 5:30pm ET \n Presented by: Jonathan Blattmachr\, JD\, Abigail E. O’Connor\, JD\, Martin Shenkman\, Esq.\, and Thomas A. Tietz\, JD \n \n \n \n \n \n What Heckerling 2026 Means for Estate Planning Attorneys \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n This year’s Heckerling Institute highlighted major issues estate planners are already confronting—from jurisdictional planning challenges and fiduciary risk to global investors and evolving trust strategies. This webinar distills those discussions into a focused\, practical session led by experienced practitioners who translate Heckerling insights into real-world planning considerations you can apply immediately. \n \n View Recording\n \n This presentation is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning\, and the Heckerling Institute is not responsible for its content. For information about the Heckerling Institute\, including the 2026 conference\, visit www.law.miami.edu/heckerling. \n \n \n \n \n \n \n \n \n \n \n \n Complimentary Access to timely contentfrom InterActive Legal’s experts \n \n \n \n \n \n \n \n \n Attorney News Blog \n \n \n \n Our Attorney News Blog provides timely knowledge to help attorneys succeed in the evolving areas of Estate Planning\, Tax Planning\, and Elder Law. \n \n \n \n Getting In Front of New Clients: Don’t Let AI Eat Your Lunch! Matt Tove\n Stuck in the Middle:  The Ethics of Representing Couples in Estate PlanningVanessa L. Kanaga\, Esq.\n Death\, Taxes\, Certainty\, and Uncertainty Teresa L. Bush\, Esq\n Estate Planning for Mid-Net Worth Families:  A Guide in Blog Form Deirdre Wheatley-Liss Esq.\n Navigating the SECURE Act: Implications for Estate Planning with Retirement Accounts Salvatore LaMendola Esq.\n \n \n Attorney News Blog\n \n \n \n \n \n \n OBBBA Webinar Series \n \n \n \n The Big Beautiful Bill (BBB)\, or the One\, Big\, Beautiful Bill (OBBBA) is now law. What does this mean to planning?  Learn from our panel of experts:  Jonathan G. Blattmachr\, Alan S. Gassman\, Robert S. Keebler\, CPA\, and Martin M. Shenkman. \n \n \n \n Part 1: One Big Beautiful Estate Planning Webinar – What to do Now\n Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits\n Part 3: Non-Grantor Trusts\,  Sec. 68(e)\, and Other Post-OBBBA Planning Considerations\n Part 4: Basis Planning Post OBBBA\n Part 5: Basis\, NonGrantor Trusts and More: 2 Hour Deep Dive on Post-OBBBA Planning\n \n \n OBBBA Webinars\n \n \n \n \n \n \n \n Speaker Series Webinars \n \n \n \n The InterActive Legal Speaker Series seeks the best and the brightest estate planning attorneys to share their expertise with their peers. \n \n \n \n Digital Assets: Handling a Decedent’s Online PresenceLee Poskanzer\n Artificial Intelligence and the Estate Planner – Resistance is FutileProfessor Gerry W. Beyer\n Estate Planning When Estate Taxes Don’t Matter Teresa L. Bush\, Esq.\n You Said What? A Trustee’s Take on Seemingly Innocuous Trust ProvisionsAbigail O’Connor\, JD\n Cutting the Cord: Tax Implications of ExpatriationSebastian Orozco Segrera\, Esq.\n \n \n \n \n \n Hot Topic Webinars \n \n \n \n Join our nationally renowned experts as they share essential valuable information on Hot Topics relevant to your practice and clients. \n \n \n \n Practice Better: AI\, Planning Numbers\, Defensive Steps and MoreMartin M. Shenkman\, Esq.\, and Alan S. Gassman\, Esq.\n SLATs for Clients with Less than $30 MillionJonathan G. Blattmachr\, JD\, Robert S. Keebler\, CPA\, and Martin M. Shenkman\, Esq.\n Ensuring Your Wellness: The Daily Steps an Estate Planner Can Take to Enhance Happiness and HealthMartin M. Shenkman\, Esq.\, Louis S. Harrison\, Esq.\, and Amanda Koplin\n Well-Being Trusts: Beyond Distribution StandardsJonathan G. Blattmachr\, JD\, Abigail O’Connor\, JD\, Martin M. Shenkman\, Esq.\,and Todd Flubacher\, Esq.\n Future of Estate Planning ProfessionJonathan G. Blattmachr\, JD\, Martin M. Shenkman\, Esq.\, Louis S. Harrison\, Esq.\, and Alan F. Rothschild Jr.\n \n \n \n \n \n \n \n \n \n View our Webinar Catalog for a complete listing of InterActive Legal webinars. \n \n Webinar Catalog\n \n \n \n \n \n \n \n \n \n \n Meet Our Heckerling Team \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.InterActive Legal Editor in Chief and Co-Founder \n \n \n \n \n \n Michael L. Graham\, Esq.InterActive Legal Chairman and Co-Founder \n \n \n \n \n \n Mike WelchChief Executive Officer \n \n \n \n \n \n Teresa L. Bush\, Esq.Director of Education and Support Services \n \n \n \n \n \n Mohineet Khosla\, Esq.Director of Content Development \n \n \n \n \n \n Rebecca Strub\, Esq.Legal Content Manager \n \n \n \n \n \n \n \n \n \n Deslin SimmonsSenior Application Developer \n \n \n \n \n \n Matthew ToveDirector\, Marketing & Sales \n \n \n \n \n \n Lisa BrileyRegional Sales Consultant \n \n \n \n \n \n Steven PalumboRegional Sales Consultant \n \n \n \n \n \n Suzanne MarlerDirector of Customer Success and Human Resources \n \n \n \n \n \n Amanda BoardmanContent Success Manager \n \n \n \n \n \n \n \n \n InterActive Legal Advisors Attending Heckerling \n \n \n \n \n \n \n \n \n \n \n Natalie B. Choate\, Esq. \n \n \n \n \n \n Abigail O’Connor\, JD \n \n \n \n \n \n Stephen J. Silverberg\, Esq.\, CELA\, Fellow\, Cap\, AEP® \n \n \n \n \n \n Howard M. Zaritsky\, JD LLM \n \n \n \n \n \n Alan S. Gassman\, Esq. \n \n \n \n \n \n \n \n \n \n \n \n Vanessa L. Kanaga\, Esq. \n \n \n \n \n \n Mary E. Vandenack\, Esq. CAP® \n \n \n \n \n \n Dana N. Dobosz\, Esq. \n \n \n \n \n \n Neeli G. Shah\, Esq. \n \n \n \n \n \n Michael R. Stiff\, Esq. \n \n \n \n \n \n \n \n \n \n \n \n \n G. Christopher Wright\, Esq. \n \n \n \n \n \n Marty M. Shenkman\, Esq. \n \n \n \n \n \n Shana N. Fink\, Esq. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/60th-annual-heckerling-institute-on-estate-planning/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/11/Heckerling-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20260113T080000 DTEND;TZID=America/Halifax:20260116T170000 DTSTAMP:20260406T162417 CREATED:20251105T202058Z LAST-MODIFIED:20260212T141018Z UID:47781-1768291200-1768582800@interactivelegal.com SUMMARY:New York State Bar Association (NYSBA) Annual Meeting DESCRIPTION:InterActive Legal is a proud sponsor of New York State Bar Association (NYSBA) Annual Meeting.  The NYSBA Annual Meeting is where leading legal professionals connect\, learn\, and advance the practice of law.   \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Join us at NYSBA Annal Meeting \n \n \n \n \n \n \n \n \n \n Deanne McDougall\, Operations Manager \n \n Schedule a Demo\n \n \n \n \n \n \n \n Stop by our exhibit booth to meet Deanne McDougall\, InterActive Legal’s Operations Manager\, and explore our cutting-edge drafting systems: \n \n \n \n Wealth Transfer Planning ™ – the most advanced and intuitive tool for creating sophisticated\, customized estate plans.\n Elder Law Planning™ – simplifying Medicaid and asset protection planning so you can focus on your clients.\n \n \n \n See how InterActive Legal empowers today’s estate planners and elder law attorneys to work smarter and serve better. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/new-york-state-bar-association-nysba-annual-meeting/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/11/NYSBA-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20260114T160000 DTEND;TZID=America/Halifax:20260114T170000 DTSTAMP:20260406T162417 CREATED:20251231T150934Z LAST-MODIFIED:20260115T183855Z UID:47846-1768406400-1768410000@interactivelegal.com SUMMARY:ILS Speaker Series: Planning with Directed Trusts DESCRIPTION:View Recording\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Directed Trusts: A Smarter Way to Plan for Modern Clients. \n Directed trusts are a powerful—and often underutilized—planning tool that can help estate planning attorneys meet today’s realities: complex family dynamics\, evolving asset classes\, and heightened fiduciary risk. In this one-hour webinar\, attorney Mary Vandenack explains what a directed trust is and why it matters—specifically how it separates traditional trustee responsibilities so that an administrative trustee can take direction from specialized “directors” or advisors over investments\, distributions\, special holdings\, charitable decisions\, and more. \n You’ll gain practical guidance on when to recommend directed trusts for clients\, along with drafting considerations that help avoid common pitfalls—like unclear authority\, reporting gaps\, and mismatched liability.  \n \n \n \n \n \n \n \n \n \n \n \n Mary also explores real-world applications\, including planning for closely held businesses\, concentrated stock\, blended families\, beneficiaries with special needs\, and long-term multi-generational trusts—plus the strategic value of situs flexibility and jurisdictional options as laws continue to evolve.Join us for a practical\, attorney-focused session on how directed trusts can add flexibility\, improve administration\, and better align trustee responsibilities with real-world client goals. \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series Presents \n \n \n \n \n \n \n \n \n \n \n \n \n Mary E. Vandenack\, Esq. \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. \n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n 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. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/ils-speaker-series-planning-with-directed-trusts/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/12/2025-01-14-Website-760x438-2.jpg END:VEVENT END:VCALENDAR