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16th Annual PAELA Winter Conference

InterActive Legal is a proud sponsor of  PAELA's 16th Annual Winter Conference.  Stop by our exhibit booth and let us show you why Elder Law and Estate Planning professionals turn to us as their main resource for the latest planning strategies.

Elder Law College “Level 2” 360° Practice Builder

Elder Law College offers world-class training, graduate level courses and ongoing support to help each attorney forge a better, more holistic, more profitable practice where they can do well by doing good. ELC’s 360º Practice Builder Conference is a comprehensive, result-driven conference, community, and ongoing learning environment. This is a "Level 2" event.

Drafting Trusts for Medicaid Planning in InterActive Legal

In this presentation, we will discuss how to draft what are sometimes referred to as “Medicaid Asset Protection Trusts,” or “MAPTs.”  In InterActive Legal’s Elder Law and Special Needs Planning system, the trusts we refer to as the  “Income Only Trust” and the “Children’s Trust” are intended for Medicaid planning.   The different drafting options in each of these trusts will be explained, and we will consider why certain options might be selected in certain situations.  We will cover the income tax planning options in these trusts, including options for preserving the step-up in basis for trust assets and the capital gain exclusion for sales of personal residences (which are often transferred into trust for Medicaid planning purposes).  Finally, we will review using a Joint Income Only Trust and a Joint Children's Trust (one trust created by both Husband and Wife, as grantors), and the issues involved.

Drafting Trusts for Lifetime Gifting in InterActive Legal

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.

22nd Annual New York Trusts & Estates Conference

Join the American Heart Association Professional Advisor Network for the 22nd Annual New York Trusts and Estates Conference. 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.

Drafting for the Generation-Skipping Transfer Tax in InterActive Legal

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.

2024 NAELA Annual Conference & Pre-Programs

Join InterActive Legal at the 2024 NAELA Annual Conference and Pre-programs The 2024 NAELA conference offers elder and special needs attorneys cutting-edge educational programming to help expand their outlook and sharpen the skills and knowledge they need to excel in their practice. InterActive Legal's CEO, Vanessa Kanaga and ILS Special Advisor on Elder Law Planning, Letha McDowell will present a breakout session at this year's conference entitled "The Language of Community Property in Estate Planning."

North Carolina Bar 45th 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.

Million Dollar Solutions (MDS)

Please join us at the 4th Annual 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.

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