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Drafting a SLAT (or Two!) in InterActive Legal

With the federal estate and gift tax exemption poised to drop dramatically in 2026, a popular strategy for using the high exemption before it drops involves a client creating a trust for the client’s spouse.  Such a trust is sometimes called a Spousal Lifetime Access Trust, or “SLAT,” and SLATs can be drafted in all InterActive Legal practice systems.   In this drafting webinar, we will discuss how to prepare SLATs in InterActive Legal, starting with how to draft a SLAT in the Essential Estate Planning and Elder Law Planning systems. We’ll cover how to set up the trust with the spouse as beneficiary, both during the client’s lifetime and after the death, what happens after both spouses have died, and Reciprocal Trust Doctrine issues.

Corporate Transparency Act and Trusts

The Corporate Transparency Act (CTA) filing deadline for the CTA is end of year 2024 and there is limited time to address filings. Under the CTA, information about the Beneficial Owners of certain ‘small’ entities must be provided to the Financial Crimes Enforcement Network (FinCEN) of the US Treasury Department. When a trust is an equity owner of a reporting company, it can create significant reporting requirements for individuals named as powerholders in the trust.

Republican Victory: How Estate Planners Can Stay Relevant and Keep Practice Momentum

President Trump has won the White House. The Republicans have control over the Senate, and may gain control over the House. Estate planning has been focused on planning to use bonus exemption and planning for possible enactment of a Democrat estate tax proposal. That all changed election night. Will the exemption be cut in half in 2026? What planning makes sense to do? This webinar is an initial exploration of these and other practical considerations that practitioners need to understand to reach out to clients and communicate about the changed planning environment. Although it is now unlikely that any harsh estate tax changes will occur in the next 4 years planning should continue, but with some changes.

55th Annual Sidney Kess New York Estate, Tax & Financial Planning Conference

UJA Virtual Conference InterActive Legal is a proud sponsor of the 55th Annual Sidney Kess New York Estate, Tax & Financial Planning Conference. Join us at this virtual event to hear from some of the nation’s leading experts as they discuss estate, tax, and financial planning opportunities to consider in this pivotal year ahead as […]

How do I…? Part Two

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 Meritas Trusts & Estate Practice Group Meeting

InterActive Legal is a proud sponsor of the 2024 Meritas Trusts & Estate Practice Group Meeting. Meritas is a global alliance of independent, full-service law firms with the highest quality standards for membership in the industry. Visit http://www.meritas.org to learn more about their organization.

Subscriber Drafting Webinar “How Do I . . . ?”

While we don't have actual data, we subjectively believe that most questions we receive in the content/drafting support department here at InterActive Legal start with "How do I..."  This makes complete sense, particularly for new users, who just need to know the quickest route to a solution for their immediate client need - questions like:

50th Annual Notre Dame Tax & Estate Planning Institute

The 50th Annual Notre Dame Tax & Estate Planning Institute will take place on September 25-27, 2024, at the Century Center in downtown South Bend, Indiana. This year's conference offers an impressive panel of speakers who will, as always, address topics that cover transfer and income tax savings and other practical planning issues, relevant for a broad range of clients, even those who are not exposed to the estate tax.

Navigating the Dementia Journey: Helping More People

As an attorney, ensuring that your clients with dementia receive the care, respect, and planning they deserve is not just a professional obligation—it's a priority. Join us for "Navigating the Dementia Journey: Helping More People and Making More Money." This educational session is designed specifically for professionals like you who are dedicated to providing comprehensive and forward-thinking services to their clients.

33rd Annual Advanced Elder Law Update Seminar and 2024 VAELA Fall Conference

InterActive Legal is a proud sponsor of the 2024 VAELA Fall Conference. Be sure to stop by our exhibit booth to meet our team and learn about InterActive Legal's 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.

Leveraging Technology for Law Firm Growth

It’s often been said that automation is the future, but most attorneys know that the future is now. Law firms currently use technology in a variety of ways – to manage contact and client information, handle billing, prepare legal documents, and more. Not every firm uses an automated document drafting system, but those that do can often leverage it and use it as a tool for more than just creating documents.

Loper Bright Supreme Court Decision: Opportunity to Reassess Tax Positions

The Loper Bright case, decided by SCOTUS at the beginning of July, and which overruled its 1984 decision in Chevron v. Natural Resources Defense Council, Inc., represents a generation change in the importance of all Federal regulations from those issued under antitrust legislation to those under the Internal Revenue Code.  The decision reclaims for the courts the authority to determine what statutes mean and not what a Federal agency (such as the IRS) claims what they mean, by the issuance of regulations. 
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