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  • Extension and Increase of Basic Exclusion Amount: Including Impact On “Moderately” Wealthy Clients

    This webinar will provide a discussion of a wide range of current estate planning topics in the post-OBBBA environment. Non grantor trusts can be used to maximize charitable contributions and SALT and other OBBBA benefits. Non-grantor SLANTs are an important technique, but who qualifies as an adverse party? Terminating existing trusts for basis step up has become a conversation topic with many clients, but does it make sense? When and how might it be accomplished? What are the pros/cons and considerations of terminating a trust?

  • ILS Speaker Series

    ILS Speaker Series-Introduction to Medicaid Planning for Estate Planners:  Proactive and Reactive Strategies

    Estate planning and Medicaid planning have common elements, such as creating trusts for asset protection, but they also have unique issues. This course is designed for estate planners who are interested in learning more about the basics of Medicaid planning. Some clients can plan ahead for future Medicaid qualification while others have a more urgent need, and we’ll cover both proactive advance planning and reactive crisis planning. Participants will gain an understanding of the Medicaid program, enhancing their ability to support senior clients.

  • 51st Annual Notre Dame Tax & Estate Planning Institute

    InterActive Legal is a proud sponsor of the 51st Annual Notre Dame Tax & Estate Planning Institute. This year’s Institute will be delivered exclusively in an online, virtual format, rather than in person.

  • Conference

    The 60th Annual Southern Federal Tax Institute

    InterActive Legal is a proud sponsor of the 60th Annual Southern Federal Tax Institute.

    This premier program delivers high quality, in-depth coverage of recent developments and cutting-edge topics in tax and estate planning. The 2025 Institute will be a hybrid event. Join us in-person at the Grand Hyatt Atlanta in Buckhead or attend virtually from your home/office.

  • Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More

    Join two of the nation’s leading estate planning attorneys for an in-depth discussion of today’s most pressing planning issues—and how AI can simplify your workflow. In this session, you’ll learn how to: Evaluate recent court rulings on Domestic Asset Protection Trusts (DAPTs) and their implications for asset protection planning, assess the pros and cons of terminating irrevocable trusts to achieve a basis step-up in estate inclusion, use AI-powered analysis to identify high-risk prospects and avoid problematic client engagements, review complex irrevocable trusts efficiently to uncover planning opportunities and potential red flags, and enhance client communication with clear, numeric planning options that protect your practice and build trust.

  • Conference

    Bergen County Estate Planning Council Estate Planners’ Day

    InterActive Legal is a proud sponsor of the Estate Planning Council of Bergen County Estate (BCEPC) Estate Planners’ Day.

    Bergen County Estate Planning Council is an interdisciplinary organization that supports the team concept of estate and wealth planning.  BCEPC was organized for study, research, idea sharing, educational sessions and critical examination of problems germane to the field of estate planning. 

  • ILS Speaker Series-Digital Assets: Handling a Decedent’s Online Presence

    Join Lee Poskanzer, CEO of Directive Communication Systems and The Digital Death Clinic. a leading authority on digital estate property succession management, for an engaging webinar facilitated by the Interactive Legal. This session will explore the evolving landscape of online accounts and digital assets with a focus on the legal, practical, and human dimensions that attorneys must address.

  • Serving Hispanic Families with Compassionate Estate Planning: Practical Insights for Advisors

    Hispanic families are one of the fastest-growing communities in the U.S.—but unique cultural values around family, inheritance, and faith can complicate traditional estate planning. This program will feature a discussion with Sonia Muñoz Gallagher, Esq., and estate and special needs attorney in Florida, exploring the intersection of estate planning and administration and cultural sensitivity when advising Hispanic families.