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DTSTART;TZID=America/New_York:20250709T160000
DTEND;TZID=America/New_York:20250709T173000
DTSTAMP:20260507T101145
CREATED:20250626T074641Z
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UID:47454-1752076800-1752082200@interactivelegal.com
SUMMARY:Complimentary Webinar - Well-Being Trusts: Beyond Distribution Standards
DESCRIPTION:Complimentary Webinar: Well-Being Trusts: Beyond Distribution Standards\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						Webinar Description \n					\n				\n			\n		\n		\n			\n				\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n						While trusts have always been created to protect beneficiaries\, more can be done to help beneficiaries benefit from the wealth that is bequeathed not actually “to” them\, but for them.  So-called “Well-Being Trusts” are consistent with a growing trend to be more inclusive of what can – and perhaps should – be provided for beneficiaries of trusts\, beyond just making distributions.   \n						Delaware\, as it often does\, has lead the charge on this new approach to trust drafting and administration by enacting a new Well-Being Trust statue.  It is an “opt in” provision that drafters can incorporate into new trust documents and include in existing trusts via decanting or non-judicial modification.  In this webinar\, the speakers will discuss the Delaware Well-Being Trust statute and the various issues it raises (not the least of which is potential trustee liability).  Other important issues include: \n					\n				\n				\n					\n				\n			\n		\n		\n			\n				\n					\n						\n							Income tax considerations\, such as whether payment for programs for beneficiaries qualifies as a trust administrative expense or carries out DNI\n							Using a letter of wishes\n							Custom provisions practitioners might include\n							Conflicts that could arise in some situations\, such as if a beneficiary is addicted to drugs\n							The need for mechanisms to change trustees and/or the terms of the trust.\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. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\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						Although everyone wants more wealth\, history demonstrates that excess wealth can actually be an inhibitor of creativity and personal fulfillment.  A Well-Being Trust can empower beneficiaries rather than restricting them\, allowing trustees to focus on helping beneficiaries flourish in different ways.  Regardless of the type of trust or jurisdiction involved\, the ideas behind the Well Being Trust can help transform trust practice and administration.  \n					\n				\n			\n		\n		\n			\n				\n					View Recording\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n						Meet Our Speakers \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					\n						Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n					\n				\n				\n					\n						Todd Flubacher\, Esq.Morris\, Nichols\, Arsht & Tunnell\, LLP \n					\n				\n				\n					\n						Abigail O’Connor\, JDInterActive Legal Advisor \n					\n				\n				\n					\n						Martin M. Shenkman\, Esq.InterActive Legal Advisor \n					\n				\n			\n		\n		\n			\n				\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. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\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/complimentary-webinar-well-being-trusts-beyond-distribution-standards/
CATEGORIES:Hot Topic Webiner
ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/06/2025-07-09-WellBeing-760x438-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250710T120000
DTEND;TZID=America/New_York:20250710T130000
DTSTAMP:20260507T101145
CREATED:20250708T013254Z
LAST-MODIFIED:20250730T201507Z
UID:47531-1752148800-1752152400@interactivelegal.com
SUMMARY:OBBBA Part 1: One Big Beautiful Estate Planning Webinar - What to do Now
DESCRIPTION:Register NOW    \n\n\n\n\n\n\n\n\n\n\n\n	Complimentary Webinar: Well-Being Trusts: Beyond Distribution Standards\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						Webinar Description \n					\n				\n			\n		\n		\n			\n				\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n						The Big Beautiful Bill (BBB)\, or The One\, Big\, Beautiful Bill (OBBBA) is now law. What does this mean for estate and tax planning? \n						First\, an overview of the 14 largest tax benefits contained in the BBB will be presented. Even those focusing solely on estate planning need some understanding of the incredible scope of the BBB on the nation’s tax system. This webinar focuses on the “Big Beautiful Bill” and its significant provisions directly and indirectly affecting estate planning. The program discusses various strategies to maximize income tax benefits using non-grantor trusts and charitable planning. Post-BBB protecting assets\, securing income tax benefits and safeguarding assets before the future changes if there is a change of control in Washington\, are all important.  \n					\n				\n				\n					\n				\n			\n		\n		\n			\n				\n					\n						What are the implications of changes to estate planning? This is not just about the increased and “permanent” $15 million exemption. Planning will focus on non-grantor SLANTs and other non-grantor trust structures\, enhanced use of trust protectors and powers of appointment. Upstream planning and other steps to maximize basis step up will all be relevant and are reviewed in this program. The need for flexible planning strategies that can adapt to potential future changes in tax laws\, with a focus on preserving trust access and maximizing income tax savings for clients across various wealth levels will be discussed. \n					\n				\n			\n		\n		\n			\n				\n					Register Now\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n						Meet Our Speakers \n					\n				\n			\n		\n		\n			\n				\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n					\n						Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n					\n				\n				\n					\n					\n						Alan S. GassmanInterActive Legal Advisor \n					\n				\n				\n					\n					\n						Martin M. Shenkman\, Esq.InterActive Legal Advisor \n					\n				\n			\n		\n		\n			\n				\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							A recording of this webinar will be posted to our website here: https://interactivelegal.com/big-beautiful-bill/\n\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						Webinar Sponsors \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				\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/complimentary-webinar-one-big-beautiful-estate-planning-webinar-what-to-do-now/
CATEGORIES:Hot Topic Webiner
ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-07-10-OBBBA-760x438-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250723T160000
DTEND;TZID=America/New_York:20250723T173000
DTSTAMP:20260507T101145
CREATED:20250708T184730Z
LAST-MODIFIED:20251230T214431Z
UID:47534-1753286400-1753291800@interactivelegal.com
SUMMARY:Future of the Estate Planning Profession
DESCRIPTION:View Recording    \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n	Complimentary Webinar: Future of the Estate Planning Profession\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						Webinar Description \n					\n				\n			\n		\n		\n			\n				\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n						As we seem to be moving toward some certainty in the amount of the federal estate tax exemption\, it appears that fewer clients will need estate tax planning.  And though clients will always need estate planning\, they may not see the same necessity for an estate planning attorney when the tax planning piece is off the table.  At the same time\, technology and families are both evolving\, laws are changing\, and practitioners face new challenges.  This leads estate planners to wonder:  What is the future of the estate planning profession?  What key factors are transforming our profession?  How can estate planners adapt to these forces?  \n						Join Jonathan G. Blattmachr\, Alan F. Rothschild\, Jr.\, Louis S. Harrison\, and Martin M. Shenkman to explore these questions.  They will discuss \n					\n				\n				\n					\n				\n			\n		\n		\n			\n				\n					\n						\n							the impact of Artificial Intelligence on estate planning\n							the declining relevance of the estate tax for most clients\n							increased competition from CPA firms\, wealth advisers/financial planners\, and online drafting services\n							the effect of both new family structures and an aging client base\n							increased cybersecurity and malpractice risks\n							mental health and addiction issues affecting advisers\n							the incredible and growing complexity of the laws we have to address\n							and more.\n						\n					\n					\n						Don’t miss this hour of invaluable information that will impact every estate planning attorney. \n					\n				\n			\n		\n		\n			\n				\n					View Recording\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n						Meet Our Speakers \n					\n				\n			\n		\n		\n			\n				\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n					\n						Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n					\n				\n				\n					\n					\n						Louis S. Harrison \n					\n				\n				\n					\n					\n						Alan F. Rothschild\, Jr. \n					\n				\n				\n					\n					\n						Martin M. Shenkman\, Esq.InterActive Legal Advisor \n					\n				\n			\n		\n		\n			\n				\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. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\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						Webinar Sponsors \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				\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/future-of-the-estate-planning-profession/
CATEGORIES:Hot Topic Webiner
ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-07-23-Graphic.jpg
END:VEVENT
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