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Complimentary Webinar: New Delaware DAPT Case and Asset Protection Planning

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.

OBBBA Part 4: Basis Planning Post OBBBA

OBBBA changes how advisers should look at estate planning. Many clients will no longer face a Federal estate tax with the new $15M permanent exemption. As a result, income tax planning, and in particular maximizing income tax basis, may be a focus of increased attention. In addition to upstream planning with GPOAs, what about downstream planning with gifts? Basis step up planning may conflict with traditional planning strategies of keeping assets in trust for a surviving spouse and others.

CLE Eligible Speaker Series Webinar: Legacy Begins Here – Estate Planning for the 1st Generation Entrepreneur

Estate planning for families can be simple or complex, depending on the family situation and the assets owned. Clients with family businesses can have unique planning issues, and clients who have started their own business – rather than inheriting it from their parents – may not even be aware of how important their estate plan actually is. The estate plan might still be simple, but the estate planner representing these clients must consider questions that often will add complexity.

Complimentary Webinar: Ensuring Your Wellness:  The Daily Steps an Estate Planner Can Take to Enhance Happiness and Health

Promoting wellness in your estate planning practice is not an option, it is not a luxury, and it is an investment that will have a significant return, both in quality of life and dollars. Hence, it is a moral and economic necessity. To enhance the profitability of your firm, reduce the risks of malpractice claims, and do better work, your firm needs to take proactive steps to address stress, mental health, and the well being of partners, lawyers, and staff.

Conference

VAELA 2025 Fall Conference

InterActive Legal is a proud sponsor of the Virginia Elder Law Academy (VAELA) 2025 Fall Conference.

5th Annual Million Dollar Solutions (MDS) Dementia Focused Practice® Conference

InterActive Legal is a proud sponsor of the Million Dollar Solutions (MDS) Dementia Focused Practice® Conference. The Million Dollar Solution, founded in 2002, is a business coaching group for elder law and estate planning attorneys across the United States.  At this conference, a curated team of experts will share strategies and best practices to add this focus to your practice.

2025 Academy of Florida Elder Law Attorneys (AFELA) UnProgram

InterActive Legal is a proud sponsor of the 2024 Academy of Florida Elder Law Attorneys (AFELA) UNPROGRAM. The UnProgram Advanced track is limited to AFELA Member attorneys practicing in the area of Elder Law for 5+ years. The schedule reflects sessions devoted to discussing elder law hot topics in a group format initiated by attorneys in attendance. The UnProgram Meet the Mentors program is open to all attorneys. The program is comprised of diverse breakout sessions, each of which is geared toward elder law attorneys with varying levels of experience. There are advanced sessions as well as sessions focusing on more basic concepts. Participants, facilitators and sponsors will engage in relaxed networking and share information in intimate group workshops.