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Schenectady County Bar Association’s T&E and Elder Law Seminar

Be sure to stop by InterActive Legal's exhibit booth to meet our Regional Sales Consultant, Steven Palumbo. Learn how InterActive Legal can help grow your practice and help you spend less time drafting and more time engaging with clients.

Mental Health and Professional Advisers Part 1: It’s Not Only About Clients!

The statistics related to professional advisors struggling with mental health and addiction issues in the high-pressure environments of law, CPA, and wealth management firms are significant. However, the data presents an even worse and more worrisome picture on advisor mental health when more specific questions are asked. That data will be reviewed in this webinar, along with explanations of “red flags” that can be used to identify colleagues, family or even you as struggling. Action steps to get help and possible changes to the culture of law, accounting, and financial firms will be suggested. This will be a practical and actionable discussion that may in fact help you save a life!

Mental Health and Professional Advisers Part 2: A Spouse’s Perspective

This webinar will present a powerful personal story of a wife sharing her reflections on her husband's experience of navigating his depression, anxiety, and ever-growing pressures of being an estate planning lawyer. This presentation will be something different from the usual programs on mental health considerations. May is Mental Health Awareness Month, and the importance of this topic cannot be emphasized enough. Using a real case study to make the statistics relatable, this program will discuss the emotional, social, and relational impact of an advisor struggling with his work-related, stress-induced mental health, and the ways the culture of law firms fueled and exacerbated those struggles. Betsy Jameson, the wife of Ken Jameson, an estate planning attorney who died by suicide, will have a candid conversation with Amanda and Marty on what it felt like from her perspective as we bring in relevant stats, facts, and additional thoughts related to her experience. She will tell you the difficult personal journey that her late husband had, and that she and her children will continue on. This a powerful, moving and deeply personal presentation that will make this topic, and the urgency of addressing, it real.

Subscriber Drafting Webinar: Drafting the InterActive Legal Joint Revocable Trust

All InterActive Legal drafting systems include a Joint Revocable Trust, which operates as one combined estate planning document for a married couple or unmarried partners.  As a revocable trust, this document also is intended for incapacity planning, and includes provisions for managing trust assets for the benefit of the grantors (and later the surviving grantor) during lifetime, as well as provisions for disposing of property at each spouse’s death.  Because this document includes the estate plan for two separate individuals, it includes some drafting options that differ from those in a single-grantor revocable trust or last will and testament.

TexasBarCLE: 49th Annual Advanced Estate Planning & Probate Course

InterActive Legal is a proud sponsor of the 49th Annual Advanced Estate Planning & Probate Course from the Texas Bar Association.  Be sure to stop by our exhibit booth and let us show you why Estate Planning professionals turn to us as their main resource for the latest planning strategies.

South Carolina Bar Al Todd Estate Planning Workshop

InterActive Legal is a proud sponsor of the 2025 South Carolina Bar Al Todd Estate Planning Workshop. This advanced level program is designed for experienced estate planners and tax attorneys. Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Lisa Briley, and learn about our comprehensive planning and drafting systems for estate planning and elder law planning attorneys. Lisa will show you how InterActive Legal can help grow your practice and help you spend less time drafting and more time engaging with clients.

North Carolina Bar 46th Annual Estate Planning & Fiduciary Law Program

Join us this summer for the 45th Annual Estate Planning & Fiduciary Law Program. This program is designed to benefit both new and experienced lawyers alike, attendees learn practical tips and gain insight to help them navigate challenges and opportunities in the current environment. Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Lisa Briley, and learn about our comprehensive planning and drafting systems for estate planning and elder law planning attorneys. Lisa will show you how InterActive Legal can help grow your practice and help you spend less time drafting and more time engaging with clients.

PBI 2025 Elder Law Institute

Today’s older population is growing faster than other age groups and living longer than previous generations. These shifts are creating new opportunities and greater demand for skilled, knowledgeable elder law attorneys who can advocate for the elderly, disabled individuals, and their families. If you are looking for a place that offers critical new information in a well-rounded agenda, nationally recognized speakers, your VA credits, plus fresh ideas for your practice, then the Elder Law Institute is the program for you!

17th Annual Rocky Mountain Regional Elder Law Retreat

Please join us at the 17th Annual Rocky Mountain Regional Elder Law Retreat. This three-day event offers up-to-date information and recent developments in Elder Law. Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Lisa Briley, and learn about our comprehensive planning and drafting system for elder law attorneys. Our robust Elder Law Planning™ system aids in the planning phase and during the preparation of documents outlining and executing the modern Medicaid strategies that provide the most benefit for your client.

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