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The Flexible Beneficiary Trust

In-person dinner presentation by Jonathan G. Blattmachr., J.D. brought to you by the Estate Planning Council of Suffolk County, Inc.

Drafting Options for Descendants (and Other Non-Spouse Beneficiaries)

Subscriber Drafting Webinars provide continued training on various aspects of using the InterActive Legal software, usually focusing on drafting particular documents or using certain drafting options. These webinars are free to ILS subscribers. They provide insight and training regarding specific documents and options available within the drafting systems. Subscribers will receive an email outlining the topic of each drafting webinar with instructions for registration.

2022 National Conference on Special Needs Planning and Special Needs Trusts

The Vinoy Renaissance Resort & Golf Club, St. Petersburg, Florida 501 5th Ave NE, St Petersburg, Florida
Join us at the 24th annual Stetson University National Conference on Special Needs Planning and Special Needs Trusts. This conference provides three days of programming with nationally recognized speakers who will cover the major issues presented in the creation, administration, monitoring, and planning of special needs trusts. Be sure to stop by InterActive Legal’s exhibit booth to meet our team 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.

October Subscriber Drafting Webinar

Subscriber Drafting Webinars provide continued training on various aspects of using the InterActive Legal software, usually focusing on drafting particular documents or using certain drafting options. These webinars are free to ILS subscribers. They provide insight and training regarding specific documents and options available within the drafting systems. Subscribers will receive an email outlining the topic of each drafting webinar with instructions for registration.

48th Annual Notre Dame Tax & Estate Planning Institute

The 48th Annual Notre Dame Tax & Estate Planning Institute will take place (in virtual form) on November 9-11, 2022. They have lined up an impressive panel of speakers who will, as always, address numerous practical topics, relevant for a broad range of clients, even clients not exposed to the estate tax.

59th Annual NAEPC Advanced Estate Planning Strategies Conference

This conference features nationally-recognized speakers on advanced topics of interest to allied professionals and provides opportunities for attendees to cultivate multi-disciplinary relationships while collaborating on cutting-edge ideas and trends. The conference educational sessions are for every member of every estate planning council and all estate planning professionals.  

November Subscriber Drafting Webinar

Subscriber Drafting Webinars provide continued training on various aspects of using the InterActive Legal software, usually focusing on drafting particular documents or using certain drafting options. These webinars are free to ILS subscribers. They provide insight and training regarding specific documents and options available within the drafting systems. Subscribers will receive an email outlining the topic of each drafting webinar with instructions for registration.

Massachusetts NAELA December Dinner Meeting and Vendor Fair

Join InterActive Legal at the Massachusetts NAELA December dinner meeting and Vendor Fair. This is an in-person only event. Be sure to stop by InterActive Legal's exhibit booth to find out why Estate Planning and Elder Law professionals turn to us 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.

December Subscriber Drafting Webinar

Subscriber Drafting Webinars provide continued training on various aspects of using the InterActive Legal software, usually focusing on drafting particular documents or using certain drafting options. These webinars are free to ILS subscribers. They provide insight and training regarding specific documents and options available within the drafting systems. Subscribers will receive an email outlining the topic of each drafting webinar with instructions for registration.

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