BEGIN:VCALENDAR VERSION:2.0 PRODID:-// - ECPv6.15.20//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/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20260420T150000 DTEND;TZID=America/New_York:20260420T160000 DTSTAMP:20260502T095036 CREATED:20260407T223158Z LAST-MODIFIED:20260421T142303Z UID:48123-1776697200-1776700800@interactivelegal.com SUMMARY:Complimentary Webinar: Congress Proposes Cuts to Estate and Gift Tax Exemptions - Don’t Ignore This DESCRIPTION:Complimentary Webinar: Practice Better: AI\, Planning Numbers\, Defensive Steps and More\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n 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 Senator Chris Van Hollen introduced the Strengthen Social Security by Taxing Dynastic Wealth Act\, which includes significant cuts to the high estate and gift tax exemption.  Under this proposal the federal estate tax exemption could drop to $3.5M\, the gift exemption could drop to $1M\, and transfer tax rates could increase to 45%. \n With the potential for a change in control in Congress in the upcoming elections\, and the clever tie in of estate tax changes to fund Social Security which cannot be permitted to lapse\, practitioners should not ignore this proposal. Practitioners may want to change documents they draft today! \n The implications for transfer tax planning\, trust drafting\, and client advisory strategies will be discussed. The program provides a technical yet practical analysis of how reduced estate\, gift\, and portability thresholds\, higher marginal rates could reshape planning conversations for a far broader client base than in recent years. \n \n \n \n \n \n \n \n \n \n \n \n Drawing on current legislative proposals and emerging state‑level tax trends\, the webinar explores how traditional approaches—such as portability‑only planning\, formula clauses\, and high‑exemption drafting defaults—may require reassessment. Particular attention is given to post‑mortem planning choices\, basis management under compressed exemptions\, GST and dynasty trust considerations\, leveraged transfer techniques\, and access‑oriented structures such as SLAT variants\, SPATs\, and domestic asset protection trusts. Risk framing\, including reciprocal trust doctrine and step‑transaction exposure will be addressed. How should advisers recalibrate client communications\, drafting\, and practice management protocols?  Trust drafting recommendations to use now\, even with the low probability of enactment\, will be discussed. \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.InterActive Legal Advisor \n \n \n \n \n \n Robert S. Keebler\, CPAKeebler & Associates\, LLP \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/congress-proposes-cuts-to-estate-and-gift-tax-exemptions/ CATEGORIES:Hot Topic Webiner ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2026/04/Estate-and-Gift-Tax-Exemptions.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251112T150000 DTEND;TZID=America/New_York:20251112T160000 DTSTAMP:20260502T095036 CREATED:20251104T091814Z LAST-MODIFIED:20251230T205735Z UID:47776-1762959600-1762963200@interactivelegal.com SUMMARY:Extension and Increase of Basic Exclusion Amount: Including Impact On “Moderately” Wealthy Clients DESCRIPTION:Complimentary Webinar: Practice Better: AI\, Planning Numbers\, Defensive Steps and More\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n 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 This webinar will provide a discussion of a wide range of current estate planning topics in the post-OBBBA environment:  \n \n \n \n Non grantor trusts can be used to maximize charitable contributions and SALT and other OBBBA benefits. \n Non-grantor SLANTs are an important technique\, but who qualifies as an adverse party?\n Terminating existing trusts for basis step up has become a conversation topic with many clients\, but does it make sense?\n When and how might it be accomplished?\n What are the pros/cons and considerations of terminating a trust?\n \n \n \n \n \n \n \n \n \n \n \n \n Other topics will be touched on as well.  For example\, asset protection – and in particular domestic asset protection trusts (DAPTs) – are important to planning with the new high exemption to ensure access.  Recent cases from Delaware and Colorado will be reviewed.  Many of the decisions about which type of trust to use for which client have changed – such as incomplete vs. completed gift trusts considering the higher exemption and basis step up.  Determining how much access to give a settlor in an irrevocable trust has evolved. This new calculus – hybrid DAPT\, SPAT\, loans\, underlying entities\, tax reimbursement (new CCA) – will be reviewed\, along with how to adapt planning for clients of moderate wealth.  We’ll discuss when it makes more sense to use local trusts and individual trustees\, instead of settling a trust in a different state with an institutional trustee.  We’ll also cover portability\, including the recent Rowland estate – many clients may overlook the portability option due to the newly-high “permanent” exemption\, but most should still file to preserve the deceased spouse’s unused exemption (DSUE). \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.InterActive 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. 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/extension-and-increase-of-basic-exclusion-amount-including-impact-on-moderately-wealthy-clients/ CATEGORIES:Hot Topic Webiner ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/11/2025-11-12-V3-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251009T150000 DTEND;TZID=America/New_York:20251009T162000 DTSTAMP:20260502T095036 CREATED:20250926T135557Z LAST-MODIFIED:20251230T211311Z UID:47734-1760022000-1760026800@interactivelegal.com SUMMARY:Serving Hispanic Families with Compassionate Estate Planning: Practical Insights for Advisors DESCRIPTION: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 View Recording\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 Build Trust and Deliver Compassionate Estate Planningfor Hispanic Families \n Hispanic families are one of the fastest-growing communities in the U.S.—but unique cultural values around family\, inheritance\, and faith can complicate traditional estate planning. This program will feature a discussion with Sonia Muñoz Gallagher\, Esq.\, and estate and special needs attorney in Florida\, exploring the intersection of estate planning and administration and cultural sensitivity when advising Hispanic families.  This session will highlight the growing need for estate planning among Hispanic clients and unpack key considerations such as multigenerational households\, bilingual communication challenges\, immigration and cross-border inheritance issues\, informal asset ownership\, and religious and community values that shape decision-making.  \n \n \n \n \n \n \n \n \n \n \n \n Amongst some clients there may be a cultural reluctance to discuss death. How can that be addressed? Catholic traditions are important to many Hispanic clients. This might affect donations to their church and broader charitable planning\, burial wishes\, and more. Caretaking expectations may rely more often on a parent’s daughters. What might that mean to planning?  \n Estate planning attorneys will gain practical tips for building trust\, navigating complex family structures\, and addressing legal misunderstandings with compassion and clarity. Don’t miss this opportunity to deepen your cultural competence and better serve a vital and expanding client base—register now to honor Hispanic heritage while enhancing your practice skills. \n \n \n \n \n \n \n \n View Recording\n \n This program will also acknowledge Hispanic Heritage Month which runs from 9/15-10/15 and is a national observance recognizing the histories\, cultures\, and contributions of Americans whose ancestors came from Spain\, Mexico\, the Caribbean\, and Central and South America. \n \n \n \n \n \n \n \n \n \n \n \n Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n Sonia Muñoz Gallagher\, Esq.Family Wealth Law\, LLC \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 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/serving-hispanic-families-with-compassionate-estate-planning-practical-insights-for-advisors/ CATEGORIES:Hot Topic Webiner ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/09/2025-10-09-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250813T150000 DTEND;TZID=America/New_York:20250813T160000 DTSTAMP:20260502T095036 CREATED:20250731T163630Z LAST-MODIFIED:20251230T213711Z UID:47581-1755097200-1755100800@interactivelegal.com SUMMARY:Complimentary Webinar: New Delaware DAPT Case and Asset Protection Planning DESCRIPTION:Complimentary Webinar: Basis Planning After OBBBA\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n 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 In a recent Delaware asset protection case\, In Re CES 2007 Trust\, a self-settled domestic asset protection trust (DAPT) was upheld. The settlor had some foot faults in the administration of the trust and the trust owned other entities\, but neither of those facts were fatal to the positive result. The court upheld the DAPT even though the settlor served as the trust’s investment advisor and as manager of real estate LLCs owned by the trust. This program will review the recent Delaware case and evaluate its import to asset protection planning generally.  The speakers will analyze the facts in the case and make specific recommendations to practitioners as to how to implement similar plans in the future. \n \n \n \n \n \n \n \n \n \n \n \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 Alan S. GassmanInterActive Legal Advisor \n \n \n \n \n \n Abigail E. O’Connor\, JDInterActive 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 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-new-delaware-dapt-case-and-asset-protection-planning/ CATEGORIES:Hot Topic Webiner ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-08-13-DAPT.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250723T150000 DTEND;TZID=America/New_York:20250723T163000 DTSTAMP:20260502T095036 CREATED:20250708T184730Z LAST-MODIFIED:20251230T214431Z UID:47534-1753282800-1753288200@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 BEGIN:VEVENT DTSTART;TZID=America/New_York:20250710T110000 DTEND;TZID=America/New_York:20250710T120000 DTSTAMP:20260502T095036 CREATED:20250708T013254Z LAST-MODIFIED:20250730T201507Z UID:47531-1752145200-1752148800@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:20250709T150000 DTEND;TZID=America/New_York:20250709T163000 DTSTAMP:20260502T095036 CREATED:20250626T074641Z LAST-MODIFIED:20251230T232638Z UID:47454-1752073200-1752078600@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 END:VCALENDAR