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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.

17th 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.

Gun Trusts: The Lethal Pitfalls in Drafting and Firearms Issues in Probate

It comes as a surprise to many people that federal law permits civilians to own machine guns, suppressors, and similar items. They can be owned by individuals, business entities such as LLC's and nonprofit corporations, and by trusts. Over the last fifteen years or so, the NFA trust has become the preferred method of ownership. This presentation will discuss the legalities of owning NFA firearms, the process of forming an NFA trust, the operation of the trust, and the legal pitfalls in drafting NFA trusts.

Heckerling Themes and Takeaways:  Reviewing the Most Important Topics Discussed at the 2025 Institute and More

The 59th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on January 13-17, 2025. The Institute is the preeminent estate planning conference of the year and always provides a full week of valuable seminars covering a broad range of estate planning issues for all types of practitioners and all types of clients. Not only does the Institute inform planners of new developments from the past year and state of the art estate planning techniques, but it also includes an array of eclectic topics to broaden the knowledge and perspective of practitioners attending.

Frequently Asked Questions and Answers

The first Subscriber Drafting Webinar for 2025 will focus on what we feel is most important to our subscribers – answers to your questions. We will start off by covering a group of questions that we are asked most often and then take as many questions live from the audience as possible. Subscribers can also submit questions in advance by emailing them to [email protected].

Your Client Wants to Name a Trust as the Retirement Plan Beneficiary … Now What?

Laws change, but in many respects, the laws related to estate planning and taxation can change slowly, or not much at all.  Tax exemptions and rates change, of course, but the laws themselves - not so much.  One major deviation from this maxim was the SECURE Act, which came as a bit of a surprise at the end of 2019.  It was followed by SECURE 2.0, proposed regulations, and then (finally!) final regulations, all of which combine to create a new landscape for clients who want to leave their retirement plans or IRAs in trust.  For many clients, retirement assets comprise the bulk of their net worth and preserving them is a common goal.  Hence, knowing how to use trusts for these assets is an important tool for estate planners.

Heckerling 2025

InterActive Legal proudly continues to be a Platinum Sponsor of the 58th Annual Heckerling Instititute on Estate Planning. The Heckerling Institute on Estate Planning is the nation’s premier educational conference for all members of the estate planning team including attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors.  In addition to providing the highest quality educational programming, the Institute offers unparalleled networking and professional development opportunities, including the nation’s largest exhibit hall dedicated entirely to the estate planning industry.

You Said What? A Trustee’s Take on Seemingly Innocuous Trust Provisions

Co-Presenters: Johnathon Brandt, Fiduciary Officer, Amber Gunn-Holt, CTFA, Senior Fiduciary Officer, Brent Liner, JD, CTFA, Senior Fiduciary Officer Webinar Description InterActive Legal Speaker Series presents a complimentary webinar “You Said What? A Trustee’s Take on Seemingly Innocuous Trust Provisions.” Join InterActive Legal Advisor Abigail O’Connor, Esq. and three trust officers from Peak Trust Company as […]

WOW Your Clients; Accelerate Their Estate Planning

The Step-Transaction Doctrine is often employed by the IRS to challenge clients’ planning. There is limited time in2024, and soon the compressed planning period of 2025. There are steps that practitioners might recommend to their clients to take now in preparation for future planning, which could potentially mitigate the possibility of the IRS successfully raising the step-transaction doctrine on audit. There is no universally accepted test to determine if the step-transaction doctrine should be applied to a particular transaction.  However, Courts have relied on three concepts when evaluating whether the step-transaction doctrine should be applied: the mutual interdependence test, the end result test, and the binding commitment test.

Corporate Transparency Act: Filing Requirements – Practical Panel Discussion On What To Do Now?

Happy holidays from the Fifth Circuit! Corporate Transparency Act (CTA) filings are back on (for now). On December 23, 2024, the U.S. Court of Appeals for the Fifth Circuit granted a stay of the district court’s preliminary injunction enjoining CTA entered in the case of Texas Top Cop Shop, Inc. v. Garland. So, until the Department of the Treasury’s ongoing appeal of the district court’s order is finally resolved, the requirement to file is back on.

What Would You Do?

A network TV show called "What Would You Do?" creates fictional but realistic sticky situations for unsuspecting members of the public and lets them play out on hidden camera to see what happens.  Different people react differently to each situation, but the results can be interesting.  This isn't much different from how different estate planners might react to different client requests or situations, some of which might also be sticky.  In this webinar, we will look at a few detailed client fact patterns that planners might encounter in the real world and discuss how to use InterActive Legal to draft solutions to the issues raised. 

Reciprocal Trust Doctrine: Practical Tips for Successful Planning in the New Environment

Despite the election results, estate planning, and in particular non-reciprocal SLAT planning should continue for many clients. The results of future elections cannot be predicted. Upstream basis planning, asset protection, non-grantor trusts and other mechanisms provide benefit apart from estate tax benefits. This program will explore the case law and theory of the Reciprocal Trust Doctrine and recommend practical steps that practitioners might consider.
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