The InterActive Legal Academy Masterclass Series is an exclusive CLE-included program featuring elevated events that deliver advanced insights from the nation’s leading estate planning professionals.

In this live Masterclass from InterActive Legal Academy, our founding attorneys Jonathan Blattmachr and Michael Graham will discuss AI with a computer scientist who has spent years actually building and working with AI for tasks other than legal work. Jeff Glickman can give us the scientific reasons that AI works well in some situations and not so well in others.

The RMD rules are not difficult; it’s just that there are a lot of them – and they seem more complicated when a trust is involved.  This webinar is designed to tackle those rules:  determining RMDs for a trust in a few easy steps; the trust planning/drafting issues that matter for your clients; when a trust’s RMD strategy can make a big difference and when it can’t; and the most common mistakes and how to avoid them.

This highly interactive virtual workshop gives participants real-world experience preparing trust and estate tax returns. Attendees will both complete returns and review “CPA prepared” returns, working through them live, reviewing entries, discussing why they work, and identifying necessary corrections across multiple scenarios.

At PFL Live, you’ll discover how forward-thinking estate planning attorneys are positioning their firms for the future—leveraging AI, transforming the client experience, and strengthening the human relationships that drive long-term success. Through inspiring talks, interactive workshops, real-time coaching, and powerful peer connections, you’ll walk away with inspiration and actionable next steps to take your firm to new heights.

This webinar will provide estate planners, even those with no understanding or awareness of the blockchain, crypto, NFTs and similar concepts, with a clear, actionable framework for integrating blockchain technology into modern planning strategies. Simple explanations of the blockchain and related concepts will be provided. The program focuses on real-world applications, including how blockchain can create tamper-evident records of wills, trusts, and related documents; how cryptographic hashing can establish a permanent “fingerprint” of client documents for evidentiary protection; and practical strategies to reduce disputes involving lost, altered, or competing documents.

Join us for the 2026 Annual Estate Planning & Fiduciary Law Program. This program covers significant estate planning, estate administration, and tax issues.  Designed to benefit both new and experienced lawyers alike, learn practical tips and gain insight to help you navigate challenges and opportunities in the current environment.

Earlier this year, we presented “Thirty-One Flavors of SLATs” — a webinar designed to illustrate the wide variety of options that should be considered when drafting Spousal Lifetime Access Trusts. In that presentation, we found far more than thirty-one ways to craft an irrevocable trust with the trust creator’s spouse as the primary beneficiary. We planned a follow-up drafting workshop to demonstrate a novel process — collaborative, AI-assisted, and built to deliver more value to the client. That workshop has arrived.