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Estate Planning in an Uncertain Environment 

Uncertainty is good – but a challenge. And even though we felt things were uncertain in prior years, the transfer tax landscape is arguably more in flux today than it has been in decades. Not only are we awaiting Congressional action on the 2017 tax cuts – which could extend the bonus exemption that will otherwise expire at year end – proposals in Washington would repeal the federal estate tax (but not the gift tax) yet continue to permit the income tax-free step-up in basis at death.  There is no way to know when any clarity could arrive, in the form of more proposed (or actually passed) legislation. In the interim, estate planners still must recommend actions to their clients but without the benefit of a crystal ball.

A Roadmap for Irrevocable Trusts: Why and How to Include them in an Estate Plan 

An irrevocable trust is a more advanced estate planning strategy - beyond a standard Last Will and Testament or Revocable Living Trust.  Since the trust is created during lifetime, it adds another layer to estate planning, which is usually more focused on what happens when a client dies. With an irrevocable trust, the client is actually able to see part of the estate plan in action.

2025 NAELA Annual Conference & Pre-Programs

Join InterActive Legal at the 2025 NAELA Annual Conference and Pre-programs NAELA's Annual Conference has provided elder and special needs law professionals an unparalleled opportunity to learn, discover, and succeed in the field. At this year’s Annual Conference, you'll engage with thought-provoking speakers and experience cutting-edge Continuing Legal Education programming designed to help you expand your outlook and sharpen the skills and knowledge you need to excel in your practice.

Speaker Series – Trust Income Taxation: Implications & Strategies for 2025

This presentation will delve into income taxation on trusts, including the Section 121 exclusion and tax-related changes under the Trump administration that are shaping the professional landscape. While these topics are not political, they highlight challenges that impact everyone. Key discussions will explore the operational structure of trusts, methods for determining tax characteristics, and essential insights into distribution provisions. Attendees will gain a strategic understanding of these changes, equipping them with the leadership and flexibility needed to navigate complex challenges in 2025 and beyond.

State Bar of Arizona: Advanced Probate Law CLE

InterActive Legal is a proud sponsor of the State Bar of Arizona "Advanced Probate Law CLE" program. 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.

Trusts and Estates Law Section 2025 Spring Meeting of the New York State Bar Association

Join us at the annual NYSBA Trust and Estates Law Section Spring Meeting. Be sure to stop by InterActive Legal's exhibit booth to meet our Regional Sales Consultant, Steven Palumbo, 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.

Speaker Series – Divide Things, Not Families:  Handling Personal Effects

Personal effects are often the component of an estate with the least monetary value but the most sentimental value. These items can cause more family discord than an unequal division of bank accounts, because they have meaning - both shared and individual - to the deceased person and to the heirs. Estate planning attorneys must address personal effects from two different angles: first when crafting the estate plan and second when working with the fiduciaries to distribute property after death.

New Jersey 2025 Elder and Disability Section Retreat

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.

Speaker Series – Not Your Grandfather’s Irrevocable Trust:  Using Non-Judicial Settlements to Modernize Trusts

Just how irrevocable are irrevocable trusts?  Not revocable, not amendable - and that's by design.  However, that's not the end of the story.  There may be ways to modernize the idea of an irrevocable trust through decanting or through non-judicial settlement agreements.  Attorney Jim Hickmon is an expert in this area, and will share his thoughts about . . .

Subscriber Drafting Webinar: Which Trust Form Should I Use?

One of our most frequently asked questions is some version of "which form should I use?"  Drafters who are new to InterActive Legal, or those who are drafting documents that are new to them, can sometimes find the menu selections confusing.  Plus, the possibility of choosing the "wrong form" can cause anxiety.  This subscriber drafting webinar will focus on helping with this initial selection - where to start.

Stuck in the Middle: The Ethics of Representing Couples in Estate Planning

It is not uncommon for an estate planning attorney to represent both spouses in the preparation of their estate plan. In fact, it’s a routine part of the practice. Most estate planning attorneys are aware that representing a married couple requires having a provision about the joint representation in the engagement letter; but we don’t often stop to think about the rules of legal ethics involved in representing both spouses, unless and until something goes wrong. Moreover, we don’t always consider how those same rules apply to some of the unique situations that can occur when representing unmarried couples. This webinar will look at the Model Rules of Professional Conduct implicated in representing couples, and consider their application in the context of possible scenarios that could occur when planning for married and unmarried couples.

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