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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.

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.

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.

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.

Elder Law

Pennsylvania Bar Institute 2025 Elder Law Institute

InterActive Legal is a proud sponsor of PBI’s 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!

Future of the Estate Planning Profession

With a $15 million permanent federal estate tax exemption, fewer clients will need estate tax planning. And though clients will always need estate planning, they may not see the same necessity for an estate planning attorney when the tax planning piece is off the table. At the same time, technology and families are both evolving, laws are changing, and practitioners face new challenges.