North Carolina Bar 46th Annual Estate Planning & Fiduciary Law Program
2025-07-23 00:00 - 2025-07-26 23:59 (America/New_York)
Kiawah Island Golf Resort, Kiawah Island, SC

Join us this summer for the 46th Annual Estate Planning & Fiduciary Law Program. This program is designed to benefit both new and experienced lawyers alike, attendees learn practical tips and gain insight to help them navigate challenges and opportunities in the current environment.

Come See Us at the 46th Annual Estate Planning & Fiduciary Law Program

Lisa Briley, Regional Sales Consultant

Schedule a Demo

Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Lisa Briley, and learn about our comprehensive planning and drafting systems for estate planning and elder law planning attorneys. Lisa will show you how InterActive Legal can help grow your practice with educational resources and help you spend less time drafting and more time engaging with clients.
We look forward to seeing you at the conference.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

Speaker Series Webinar POSTPONED-Cutting the Cord: Tax Implications of Expatriation
2025-08-06 16:00 - 17:00
Due to unforeseen circumstances, “Cutting the Cord: Tax Implications of Expatriation” is being postponed to a later date. We apologize for any inconvenience this may cause, and hope to see you at the rescheduled event.

Webinar Description

Please join us for the next installment in the InterActive Legal Speaker Series on a topic that may be foreign to some of us – expatriation. Clients are becoming more interested in this topic, and this presentation will focus on the tax implications in detail.
In this webinar, attorney Sebastian Orozco will provide a detailed examination of U.S. tax issues affecting individuals who expatriate under the framework of Section 877A of the Internal Revenue Code and the newly finalized Section 2801 regulations. He’ll outline the definitions and criteria for classification as a covered expatriate, and the resulting tax consequences, including the mark-to-market exit tax regime, the treatment of pre-expatriation gifting, and beneficial interests in trusts.

We’ll learn about compliance requirements, such as dual-status tax returns and Form 8854—including some of the penalties for non-compliance. Special attention will be given to the treatment of deferred compensation, nongrantor trusts, and tax-deferred accounts, offering practical guidance for navigating the final year of U.S. tax residency.
The materials also will explore strategic planning opportunities for long-term residents who are considering expatriation, including treaty-based residency elections and pre-expatriation gifting strategies. The implications of the Section 2801 tax on covered gifts and bequests will be covered, detailing how the tax is calculated, reported, and enforced. Examples will illustrate the tax treatment of distributions from domestic and foreign nongrantor trusts, and the complexities that surround them.

InterActive Legal Speaker Series Presents

Sebastian Orozco Segrera

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However, if you find that you cannot connect, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.
If you are interested in an InterActive Legal Webinar but you are unable to attend the live event, we recommend that you register for the event anyway. After the presentation, all registered participants receive a link to the recorded version of the presentation to view at their convenience.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

OBBBA Part 3: Non-Grantor Trusts, Sec. 68(e), and Other Post-OBBBA Planning Considerations
2025-08-07 16:00 - 17:00
This webinar is part of our complimentary OBBBA Webinar Series

Register NOW

Complimentary Webinar: Basis Planning After OBBBA

Webinar Description

OBBBA made a myriad of changes to the tax law. The indirect planning implications are quite significant. This webinar assumes attendees are already familiar with the basic OBBBA changes and will build on that with a discussion of how and when non-grantor trusts may be used, sometimes differently, in planning post-OBBBA.
In particular, we will cover the repeal of Code Section 68(e) and the application of the new 2/37ths reduction in charitable contribution deductions to trusts. What impact will that change have on existing trusts that have charitable beneficiaries? How will charitable lead trusts be affected? What should trustees of such trusts consider?

The use of non-grantor trusts to enhance charitable contribution deductions will still make sense for many taxpayers, but practitioners should caution clients pursuing that planning of the implications of the new 2/37 reduction. For some clients using QCDs, bunching, or other planning techniques may be preferable.

Register Now

Meet Our Speakers

Jonathan G. Blattmachr, Esq.Editor in Chief and Co-FounderInterActive Legal

Alan S. GassmanInterActive Legal Advisor

Martin M. Shenkman, Esq.InterActive Legal Advisor

Complimentary OBBBA Webinar Series

Part 1: One Big Beautiful Estate Planning Webinar – What to do Now

Discover how the newly enacted Big Beautiful Bill (“BBB”)—officially, the One, Big, Beautiful Bill Act—will reshape the landscape for estate planners. In this webinar, nationally recognized attorneys Jonathan Blattmachr, Alan Gassman, and Martin Shenkman break down the BBB’s 14 most impactful tax provisions, explain their direct and indirect implications for estate planning, and outline practical strategies you can implement right away. Whether your practice centers on traditional estate planning or sophisticated transfer tax work, understanding the BBB’s sweeping changes is essential. Watch the full session below to stay ahead of the curve.

Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits

Discover how the One, Big, Beautiful Bill Act (OBBBA) is reshaping charitable planning. In this Hot Topic webinar, leading estate planning attorneys Martin Shenkman, Jonathan Blattmachr, Alan Gassman, and Robert Keebler break down OBBBA’s most impactful charitable provisions and share advanced strategies—like leveraging non-grantor trusts and CRTs—to maximize income tax benefits. Stay ahead of these sweeping changes with actionable insights you can implement now.

View OBBBA Webinar Series

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.
A recording of this webinar will be posted to our website here: https://interactivelegal.com/big-beautiful-bill/
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

Complimentary Webinar: New Delaware DAPT Case and Asset Protection Planning
2025-08-13 16:00 - 17:00
Complimentary Webinar: Basis Planning After OBBBA

View Recording

Webinar Description

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.

View Recording

Meet Our Speakers

Jonathan G. Blattmachr, Esq.Editor in Chief and Co-FounderInterActive Legal

Alan S. GassmanInterActive Legal Advisor

Abigail E. O’Connor, JDInterActive Legal Advisor

Martin M. Shenkman, Esq.InterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

OBBBA Part 4: Basis Planning Post OBBBA
2025-08-14 16:00 - 17:30
Complimentary Webinar: Basis Planning After OBBBA

View Recording

Webinar Description

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, which triggers several questions:

• In addition to upstream planning with GPOAs, what about downstream planning with gifts?• How do we reconcile that basis step up planning may conflict with traditional planning strategies of keeping assets in trust for a surviving spouse and others?• What can be done with existing credit shelter trusts, SLATs, and other irrevocable trusts that are outside of anyone’s gross estate?• Can – and should – existing estate tax plans be unraveled?• How can powers of appointment be effectively used to increase options for basis step up?• Can upstream as well as downstream planning be used?• How will gift planning be different, after OBBBA?

Join us for an online webinar to consider these questions and the post-OBBBA planning shift.

View Recording

Meet Our Speakers

Jonathan G. Blattmachr, Esq.Editor in Chief and Co-FounderInterActive Legal

Robert S. KeeblerInterActive Legal Advisor

Martin M. Shenkman, Esq.InterActive Legal Advisor

Complimentary OBBBA Webinar Series

Part 1: One Big Beautiful Estate Planning Webinar – What to do Now

Discover how the newly enacted Big Beautiful Bill (“BBB”)—officially, the One, Big, Beautiful Bill Act—will reshape the landscape for estate planners. In this webinar, nationally recognized attorneys Jonathan Blattmachr, Alan Gassman, and Martin Shenkman break down the BBB’s 14 most impactful tax provisions, explain their direct and indirect implications for estate planning, and outline practical strategies you can implement right away. Whether your practice centers on traditional estate planning or sophisticated transfer tax work, understanding the BBB’s sweeping changes is essential. Watch the full session below to stay ahead of the curve.

Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits

Discover how the One, Big, Beautiful Bill Act (OBBBA) is reshaping charitable planning. In this Hot Topic webinar, leading estate planning attorneys Martin Shenkman, Jonathan Blattmachr, Alan Gassman, and Robert Keebler break down OBBBA’s most impactful charitable provisions and share advanced strategies—like leveraging non-grantor trusts and CRTs—to maximize income tax benefits. Stay ahead of these sweeping changes with actionable insights you can implement now.

Part 3: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts, Sec. 68(e), and Other Post-OBBBA Planning Considerations

OBBBA made a myriad of changes to the tax law. The indirect planning implications are quite significant. This webinar assumes attendees are already familiar with the basic OBBBA changes and will build on that with a discussion of how and when non-grantor trusts may be used, sometimes differently, in planning post-OBBBA. In particular, we will cover the repeal of Code Section 68(e) and the application of the new 2/37ths reduction in charitable contribution deductions to trusts. What impact will that change have on existing trusts that have charitable beneficiaries? How will charitable lead trusts be affected? What should trustees of such trusts consider? The use of non-grantor trusts to enhance charitable contribution deductions will still make sense for many taxpayers, but practitioners should caution clients pursuing that planning of the implications of the new 2/37 reduction. For some clients using QCDs, bunching, or other planning techniques may be preferable.

View OBBBA Webinar Series

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.
A recording of this webinar will be posted to our website here: https://interactivelegal.com/big-beautiful-bill/
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

CLE Eligible Speaker Series Webinar: Legacy Begins Here – Estate Planning for the 1st Generation Entrepreneur
2025-08-20 16:00 - 17:00
Presented by Neeli G. Shah, Esq.

InterActive Legal is partnering with Beacon Live as a trial to offer an improved viewing experience and CLE Credit for this webinar. You must create a Login name and Password for Beacon Live to register for this event.

View Recording

CLE credit is available for the live presentation only.CLE Approved Jurisdictions: CA, FL, IL, NJ, NY, TX(Self-submit available in other states)
If you are NOT seeking CLE, this webinar is FREE.

Webinar Description

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.

• Do other family members participate in the business?
• Will the business continue if the founders pass away?
• If the founders have young children, who will run the business for their benefit, and how can the plan contemplate the children becoming involved down the road?
• What tax issues can’t be ignored?

Join InterActive Legal Advisor Neeli Shah for a practical discussion of these questions and more. Neeli’s practice focusses on just this type of client, so her perspective on representing first-generation business owners will be a welcome addition to the InterActive Legal Speaker Series.

InterActive Legal Speaker Series Presents

Neeli G. Shah, Esq., InterActive Legal Advisor

View Recording

CLE credit is available for the live presentation only.CLE Approved Jurisdictions: CA, FL, IL, NJ, NY, TX(Self-submit available in other states)
If you are NOT seeking CLE, this webinar is FREE.

Continuing Education Credits

Please Note: If you are NOT seeking CLE Credit, this webinar is FREE

This webinar is approved for 1.00 General Credit.
Approved Jurisdictions: California, Florida, Illinois, New Jersey, New York, and Texas.
CLE Cost: $70.00

Webinar Tips

This webinar is being hosted on the BeaconLive platform.
You must create a Login name and Password to register for this webinar.
Webinar access instructions will be provided after registration.
Please note that your link is uniquely registered to you and cannot be shared with anyone.
Playback of this webinar will NOT be immediately available. The recording may be available at a later date.
Visit our website event page to learn more about what is happening at InterActive Legal.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

Colorado Bar Association 17th Annual Rocky Mountain Regional Elder Law Retreat
2025-08-21 08:00 - 2025-08-23 17:00
Snowmass Village, CO

InterActive Legal is a proud sponsor of the 17th Annual Rocky Mountain Regional Elder Law Retreat. This three-day event offers up-to-date information and recent developments in Elder Law.

Come See Us at the 17th Annual Rocky Mountain Regional Elder Law Retreat

Lisa Briley, Regional Sales Consultant

Schedule a Demo

Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Lisa Briley, and learn about our 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.
We look forward to seeing you at the conference.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

Speaker Series Webinar-Cutting the Cord: Tax Implications of Expatriation (Rescheduled)
2025-08-25 16:00 - 17:00
View Recording

PLEASE NOTE: If you were registered for this webinar when it was originally scheduled on August 6th, you have been automatically registered for the rescheduled date of August 25th.

Webinar Description

Please join us for the next installment in the InterActive Legal Speaker Series on a topic that may be foreign to some of us – expatriation. Clients are becoming more interested in this topic, and this presentation will focus on the tax implications in detail.
In this webinar, attorney Sebastian Orozco will provide a detailed examination of U.S. tax issues affecting individuals who expatriate under the framework of Section 877A of the Internal Revenue Code and the newly finalized Section 2801 regulations. He’ll outline the definitions and criteria for classification as a covered expatriate, and the resulting tax consequences, including the mark-to-market exit tax regime, the treatment of pre-expatriation gifting, and beneficial interests in trusts.

We’ll learn about compliance requirements, such as dual-status tax returns and Form 8854—including some of the penalties for non-compliance. Special attention will be given to the treatment of deferred compensation, nongrantor trusts, and tax-deferred accounts, offering practical guidance for navigating the final year of U.S. tax residency.
The materials also will explore strategic planning opportunities for long-term residents who are considering expatriation, including treaty-based residency elections and pre-expatriation gifting strategies. The implications of the Section 2801 tax on covered gifts and bequests will be covered, detailing how the tax is calculated, reported, and enforced. Examples will illustrate the tax treatment of distributions from domestic and foreign nongrantor trusts, and the complexities that surround them.

View Recording

InterActive Legal Speaker Series Presents

Sebastian Orozco Segrera

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However, if you find that you cannot connect, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.
If you are interested in an InterActive Legal Webinar but you are unable to attend the live event, we recommend that you register for the event anyway. After the presentation, all registered participants receive a link to the recorded version of the presentation to view at their convenience.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

Complimentary Webinar: Ensuring Your Wellness: The Daily Steps an Estate Planner Can Take to Enhance Happiness and Health
2025-08-27 16:00 - 17:00
Complimentary Webinar: Future of the Estate Planning Profession

View Recording

Webinar Description

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.
The statistics are shocking: 80% of professionals report some or several of the following: stress-induced physical health issues, social alienation, addiction to work, sleep issues, work/life issues, inability to retain relationships, incivility, and lapses in moral and ethical values. But scary stats don’t move the needle.

This program will be led by a nationally known estate planner and founder of one of the largest estate planning boutiques in the country who will explain real steps he takes and promotes in his firm to address these important issues. A mental health professional will also offer comments and suggestions.
Join us for this informative, practical and actionable program.

View Recording

Meet Our Speakers

Louis S. Harrison

Amanda Koplin

Martin M. Shenkman, Esq.InterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

Speaker Series Webinar - Charities and Retirement Plans: Friends or Foes?
2025-09-03 16:00 - 17:00
View Recording

Webinar Description

Charities can appear in a variety of places in living trusts, such as recipients of pre-residuary bequests, takers of a portion of a residuary bequest, permissible appointees of powers of appointment, or as “atom bomb clause” beneficiaries. They can also be named as remainder beneficiaries of conduit trusts, “age 31” trusts, special needs trusts, standard accumulation trusts, and testamentary charitable remainder trusts. This presentation will explore whether charities found in each of those places would be beneficial (a “friend”) or detrimental (a “foe”) to the tax advantages enjoyed by IRAs and other retirement plans.

InterActive Legal Speaker Series Presents

Salvatore LaMendola

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.
If you are interested in an InterActive Legal Webinar but you are unable to attend the live event, we recommend that you register for the event anyway. After the presentation, all registered participants receive a link to the recorded version of the presentation to view at their convenience.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

OBBBA Part 5: Basis, NonGrantor Trusts and More: 2 Hour Deep Dive on Post-OBBBA Planning
2025-09-10 16:00 - 18:00
Complimentary Webinar: Basis Planning After OBBBA

Register Now

Webinar Description

The OBBBA has reshaped trust and tax planning, raising new questions and opportunities for practitioners. This two-hour program will examine whether life insurance in trusts should be surrendered or repurposed, how basis planning is affected, and when (if ever) to unwind trusts for a step-up in basis. We’ll address incomplete vs. complete gifts, Kiddie Tax concerns, and state law opportunities such as Community Property Trusts and JESTs. The session also explores income shifting with non-grantor trusts, DNI and 643(f) challenges, charitable deduction strategies post-OBBBA, and key considerations when converting grantor to non-grantor trusts.
Attendees will leave with practical, actionable insights for navigating post-OBBBA planning with confidence.

Register Now

Meet Our Speakers

Jonathan G. Blattmachr, Esq.Editor in Chief and Co-FounderInterActive Legal

Robert S. KeeblerInterActive Legal Advisor

Martin M. Shenkman, Esq.InterActive Legal Advisor

Complimentary OBBBA Webinar Series

Part 1: One Big Beautiful Estate Planning Webinar – What to do Now

Discover how the newly enacted Big Beautiful Bill (“BBB”)—officially, the One, Big, Beautiful Bill Act—will reshape the landscape for estate planners. In this webinar, nationally recognized attorneys Jonathan Blattmachr, Alan Gassman, and Martin Shenkman break down the BBB’s 14 most impactful tax provisions, explain their direct and indirect implications for estate planning, and outline practical strategies you can implement right away. Whether your practice centers on traditional estate planning or sophisticated transfer tax work, understanding the BBB’s sweeping changes is essential. Watch the full session below to stay ahead of the curve.

Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits

Discover how the One, Big, Beautiful Bill Act (OBBBA) is reshaping charitable planning. In this Hot Topic webinar, leading estate planning attorneys Martin Shenkman, Jonathan Blattmachr, Alan Gassman, and Robert Keebler break down OBBBA’s most impactful charitable provisions and share advanced strategies—like leveraging non-grantor trusts and CRTs—to maximize income tax benefits. Stay ahead of these sweeping changes with actionable insights you can implement now.

Part 3: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts, Sec. 68(e), and Other Post-OBBBA Planning Considerations

OBBBA made a myriad of changes to the tax law. The indirect planning implications are quite significant. This webinar assumes attendees are already familiar with the basic OBBBA changes and will build on that with a discussion of how and when non-grantor trusts may be used, sometimes differently, in planning post-OBBBA. In particular, we will cover the repeal of Code Section 68(e) and the application of the new 2/37ths reduction in charitable contribution deductions to trusts. What impact will that change have on existing trusts that have charitable beneficiaries? How will charitable lead trusts be affected? What should trustees of such trusts consider? The use of non-grantor trusts to enhance charitable contribution deductions will still make sense for many taxpayers, but practitioners should caution clients pursuing that planning of the implications of the new 2/37 reduction. For some clients using QCDs, bunching, or other planning techniques may be preferable.

Part 4: Basis Planning Post OBBBA

With OBBBA’s new $15M exemption, many clients will no longer face federal estate tax, shifting the focus toward income tax basis planning. In this session, leading estate planners will explore upstream and downstream strategies, reconciling basis step-up planning with traditional trust structures, and discussing options for revising existing plans. Learn how to use powers of appointment, adjust credit shelter trusts and SLATs, and adapt gift planning to the post-OBBBA landscape.

View OBBBA Webinar Series

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.
A recording of this webinar will be posted to our website here: https://interactivelegal.com/big-beautiful-bill/
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

VAELA 2025 Fall Conference
2025-09-12 08:00 - 17:00
Richmond, Virginia

InterActive Legal is a proud sponsor of the Virginia Elder Law Academy (VAELA) 2025 Fall Conference.

Come See Us at the Conference

Lisa Briley, Regional Sales Consultant

Schedule a Demo

Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Lisa Briley, 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.
We look forward to seeing you at the conference.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

Beyond the Will: Dementia Directives, Care Navigation, and Client Advocacy
2025-09-16 13:00 - 14:00
Complimentary Webinar: Beyond the Will: Dementia Directives, Care Navigation, and Client Advocacy

Register Now

Webinar Description

As dementia diagnoses continue to rise, estate planning and elder law professionals are increasingly called upon to provide guidance that extends beyond traditional estate planning. Effective dementia planning requires a comprehensive approach that anticipates the progression of cognitive decline, addresses medical and financial considerations, and ensures that families are supported through every stage of the disease. Without proper planning, families often face overwhelming stress, financial strain, and emotionally fraught decision-making during moments of crisis.
This complimentary webinar, presented by Julie Steinbacher, Esq., CELA, President of The Million Dollar Solution, and Teresa L. Bush, Esq., Director of Education & Support Services at InterActive Legal, will provide attorneys with the knowledge and strategies needed to confidently integrate dementia directives into their practices.

The program will explore how to structure documents that adapt to changing client needs, how to navigate care options while effectively advocating for families, and how to reconcile dementia planning with existing estate planning frameworks.Participants will gain practical tools to enhance their ability to serve clients, protect families from unnecessary hardship, and position themselves as trusted advisors in one of the most pressing and rapidly evolving areas of elder law.

Register Now

Meet Our Speakers

Julie Steinbacher, Esq., CELAInterActive Legal Advisor

Teresa L. Bush, Esq.Director of Education and Content Support ServicesInterActive Legal

Register Now

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

ILS Speaker Series: Estate Planning When Estate Taxes Don’t Matter
2025-09-17 16:00 - 17:00
View Recording

Webinar Description

After years of speculation about what would happen with the estate (and gift) tax exemption, we now have some clarity. Things can always change, but at the moment, federal estate taxation has become irrelevant for most clients. This means estate planning could fall off their radar.
Yet even without a tax component, estate planning remains a necessary endeavor for any client who owns any type of property – both to permit the most efficient transfer of that property to the desired recipients at death and to plan for management in the event of incapacity.
This webinar will consider what estate planners can recommend to potential clients of all levels of wealth who don’t need to plan for estate taxation, but still need to plan:

The bottom line – having an estate plan in place removes a huge burden after death
An estate plan can protect assets from predators and creditors
Clients with high – but not ultra-high – net worth should have a back-up plan in case the exemption drops
State estate taxation still matters, and a good estate plan can cover that too – even for clients who don’t currently reside in a decoupled state.

As part of this discussion, we will look at pros and cons of different approaches, including leaving property outright or in trust, and contingency plans: disclaimers, Clayton QTIPs, portability, and more.

InterActive Legal Speaker Series Presents

Teresa L. Bush, Esq.Director of Education and Support Services

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.
If you are interested in an InterActive Legal Webinar but you are unable to attend the live event, we recommend that you register for the event anyway. After the presentation, all registered participants receive a link to the recorded version of the presentation to view at their convenience.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

NYSBA Trusts and Estates Law Section 2025 Fall Meeting
2025-09-25 08:00 - 2025-09-27 17:00
InterActive Legal is a proud sponsor of the NYSBA Trusts and Estates Law Section 2025 Fall Meeting. This year’s meeting—Family Matters: Litigation and Planning Considerations for the Modern Family—offers a dynamic two-day CLE program designed to explore the intersection of family relationships, estate planning, and litigation.

Come See Us at the NYSBA Trusts and Estates Law Section 2025 Fall Meeting

Steven Palumbo, Regional Sales Consultant

Schedule a Demo

Be sure to visit InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Steven Palumbo, and explore our comprehensive planning and drafting systems for estate planning attorneys. Steven will demonstrate how our solutions can help streamline your drafting process, provide valuable educational resources, and support the growth of your practice by allowing you to spend more time engaging with clients.
We look forward to connecting with you at the conference.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

Subscriber Drafting Webinar: Drafting Irrevocable Trusts in InterActive Legal
2025-09-26 12:00 - 13:00
Complimentary Webinar: Future of the Estate Planning Profession

Webinar Description

Each InterActive Legal practice system provides subscribers with the ability to draft at least one type of “irrevocable trust.” All systems contain the standard Irrevocable Trust, which is the document typically used to create an Irrevocable Life Insurance Trust and a Spousal Lifetime Access Trust , and will be the primary focus of this subscriber drafting webinar.
We will review the Irrevocable Trust in detail, discuss how it is structured (and why), and go through the interview questions. We will cover how to set up this trust when there is a spouse involved and when there is not, grantor trust options, insurance trust options, “Crummey” powers, and more.
We’ll also touch on other irrevocable trusts available in Wealth Transfer Planning and Elder Law Planning. Those trusts will be similar to the standard Irrevocable Trust, and we will highlight the differences.
This webinar is appropriate for subscribers of all practice systems.

Please Note:
InterActive Legal Subscribers will receive an email outlining the topic of each drafting webinarwith instructions for registration.

Meet Our Speakers

Teresa L. Bush, Esq.Director of Education and Content Support Services

Webinar Tips

Subscribers will receive an email with the topic and registration link for each drafting webinar.
After registering, you’ll receive a confirmation email with login details.
Can’t attend live? Register anyway—you’ll get a link to the recorded session afterward.
Recordings are also available in the Subscriber Help Center..
Visit Upcoming Events to see what’s next at InterActive Legal.

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

ILS Speaker Series: Running the Numbers for a $100 Million Plus Estate Tax Plan-What Works Best for Your Most Important Clients
2025-10-01 16:00 - 17:00
View Recording

Webinar Description

This Webinar will cover planning strategies and how to run the numbers and illustrate a number of mathematical aspects of estate and estate tax planning, including IRA and pension minimum distributions, Qualified Charitable Distributions from IRA’s, Monte Carlo rate of return illustrations, QPRT’s, Installment Sales to Grantor Trusts, Private Annuities, GRAT’s and Rolling GRATS to help planners understand where these strategies can apply and how they fit into an estate plan.
Attendees will receive free use of EstateView Estate Planning calculation and illustration software and other useful tools.

InterActive Legal Speaker Series Presents

Alan S. Gassman, Esq.InterActive Legal Advisor

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.
If you are interested in an InterActive Legal Webinar but you are unable to attend the live event, we recommend that you register for the event anyway. After the presentation, all registered participants receive a link to the recorded version of the presentation to view at their convenience.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

InterActive Legal Academy Estate Planning Tax Series
2025-10-06 13:00 - 2025-10-31 14:00
Learn More and Register

Tues & Thurs: Live Online InstructionFri: Drafting Workshops Q&A

The 2nd Annual University of South Carolina Joseph F. Rice School of Law Estate Planning Conference
2025-10-09 08:00 - 2025-10-10 17:00
Columbia, South Carolina

InterActive Legal is a proud sponsor of the 2nd Annual University of South Carolina Joseph F. Rice School of Law Estate Planning Conference.

Come See Us at the Conference

Lisa Briley, Regional Sales Consultant

Schedule a Demo

Be sure to visit InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Lisa Briley, and explore our comprehensive planning and drafting systems for estate planning attorneys. Lisa will demonstrate how our solutions can help streamline your drafting process, provide valuable educational resources, and support the growth of your practice by allowing you to spend more time engaging with clients.
We look forward to connecting with you at the conference.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

Serving Hispanic Families with Compassionate Estate Planning: Practical Insights for Advisors
2025-10-09 16:00 - 17:20
Complimentary Webinar: Future of the Estate Planning Profession

View Recording

Webinar Description

Build Trust and Deliver Compassionate Estate Planningfor Hispanic Families
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. This session will highlight the growing need for estate planning among Hispanic clients and unpack key considerations such as multigenerational households, bilingual communication challenges, immigration and cross-border inheritance issues, informal asset ownership, and religious and community values that shape decision-making.

Amongst some clients there may be a cultural reluctance to discuss death. How can that be addressed? Catholic traditions are important to many Hispanic clients. This might affect donations to their church and broader charitable planning, burial wishes, and more. Caretaking expectations may rely more often on a parent’s daughters. What might that mean to planning?
Estate planning attorneys will gain practical tips for building trust, navigating complex family structures, and addressing legal misunderstandings with compassion and clarity. Don’t miss this opportunity to deepen your cultural competence and better serve a vital and expanding client base—register now to honor Hispanic heritage while enhancing your practice skills.

View Recording

This program will also acknowledge Hispanic Heritage Month which runs from 9/15-10/15 and is a national observance recognizing the histories, cultures, and contributions of Americans whose ancestors came from Spain, Mexico, the Caribbean, and Central and South America.

Our Speakers

Martin M. Shenkman, Esq.InterActive Legal Advisor

Sonia Muñoz Gallagher, Esq.Family Wealth Law, LLC

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

ILS Speaker Series-Digital Assets: Handling a Decedent's Online Presence
2025-10-15 16:00 - 17:00
View Recording

Webinar Description

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. Participants will gain insight into digital property governance and controls, including the intersection of laws, content provider Terms of Service, the inherent qualities of digital property, and the ways human behavior can complicate or enable effective administration and settlement.

The webinar will also examine the profound influence of social media—pre- and post-death—on families, reputations, and legal responsibilities, as well as the realities of the custodial environment where these assets are stored and accessed. From new asset types like AI, cryptocurrency, and NFTs to cloud-based archives and social platforms, Lee will share strategies and best practices to help practitioners advise clients, mitigate risks, and ensure smoother transitions in an increasingly digital world.

InterActive Legal Speaker Series Presents

Lee PoskanzerInterActive Legal Advisor

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.
If you are interested in an InterActive Legal Webinar but you are unable to attend the live event, we recommend that you register for the event anyway. After the presentation, all registered participants receive a link to the recorded version of the presentation to view at their convenience.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

Stetson University National Conference on Special Needs Planning and Special Needs Trusts
2025-10-22 08:00 - 2025-10-24 17:00
Clearwater Beach, FL

Celebrating 27 years, Stetson’s National Conference on Special Needs Planning and Special Needs Trusts provides three days of programming with nationally recognized speakers who will cover the major issues presented in the creation, administration, monitoring, and planning of special needs trusts.

Come See Us at the National Conference on Special Needs Planning and Special Needs Trusts

Lisa BrileyRegional Sales Consultant

Teresa L. Bush, Esq.Attorney, Director of Education and Support Services

Matthew ToveDirector, Marketing & Sales

Schedule a Demo

Be sure to stop by InterActive Legal’s 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.
We look forward to meeting you at the conference.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

Bergen County Estate Planning Council Estate Planners' Day
2025-10-29 08:30 - 11:00
The Brick House, Wyckoff, NJ

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

Come See Us at BCEPC Estate Planners’ Day

Steven Palumbo, Regional Sales Consultant

Schedule a Demo

Be sure to visit InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Steven Palumbo, and explore our comprehensive planning and drafting systems for estate planning attorneys. Steven will demonstrate how our solutions can help streamline your drafting process, provide valuable educational resources, and support the growth of your practice by allowing you to spend more time engaging with clients.
We look forward to connecting with you at the conference.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More
2025-10-29 16:00 - 17:00
Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More

Webinar Description

Domestic Asset Protection Trusts (DAPTs) were upheld in a recent DE case. Subsequent to that the defendants was tagged in a CO decision Can IV Packard Square LLC v. Harbor Real Estate Company, LLC and Craig E. Schubiner, No. 23-cv-00934-CYC (D. Colo. Sept. 22, 2025). Does that impact DAPT or asset protection planning?
There is growing discussion of terminating irrevocable trusts to cause appreciated assets to be included in someone’s estate to gain a basis step-up. What issues should be considered and what approaches should be evaluated?
Every adviser gets inquiries from prospects that would be best not to be accepted as a client. How can AI quickly help you identify those potential bad eggs you want to avoid? How should you implement such a process to avoid issues?

Many new clients come with long complex existing irrevocable trusts. How can you efficiently identify issues and planning opportunities in those trusts using AI? For example, if there are powers of appointment your client holds you want to be able to advise them on the pros/cons of exercising them.
Finally, an approach that is not only protective for the practitioner, but appreciated by most clients, is to offer several planning options. If those options can be illustrated and explained with numbers, some clients will understand them better.

View Recording

Meet Our Speakers

Alan S. Gassman, Esq.InterActive Legal Advisor

Martin M. Shenkman, Esq.InterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However, if you find that you cannot connect, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.
If you are interested in an InterActive Legal Webinar but you are unable to attend the live event, we recommend that you register for the event anyway. After the presentation, all registered participants receive a link to the recorded version of the presentation to view at their convenience.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

The 60th Annual Southern Federal Tax Institute
2025-10-30 08:00 - 2025-10-31 17:00
Grand Hyatt, Atlanta Georgia

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.

Come See Us at the Conference

Lisa Briley, Regional Sales Consultant

Schedule a Demo

Be sure to visit InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Lisa Briley, and explore our comprehensive planning and drafting systems for estate planning attorneys. Lisa will demonstrate how our solutions can help streamline your drafting process, provide valuable educational resources, and support the growth of your practice by allowing you to spend more time engaging with clients.
We look forward to connecting with you at the conference.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

51st Annual Notre Dame Tax & Estate Planning Institute
2025-11-05 08:00 - 2025-11-07 17:00
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.
Since this event is virtual, we encourage you to schedule a demo with our Regional Sales Consultant, Steven Palumbo. He will provide an overview of InterActive Legal’s comprehensive planning and drafting systems for estate planning and elder law attorneys, demonstrating how our solutions can enhance efficiency, support professional growth, and allow you to focus more on serving your clients.

Steven Palumbo, Regional Sales Consultant

Schedule a Demo

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

ILS Speaker Series-Introduction to Medicaid Planning for Estate Planners: Proactive and Reactive Strategies
2025-11-07 13:00 - 14:00
View Recording

Webinar Description

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.

Key Topics Include:

Introduction to Medicaid Eligibility: Understand the criteria and process for Medicaid qualification.
Advance Planning with Trusts: Irrevocable trusts are often used to plan ahead for Medicaid qualification. We will introduce various features of these trusts designed to protect families and minimize overall taxation.
Crisis Planning, Including Medicaid Compliant Annuities: Learn the definition, requirements, and strategic application of Medicaid Compliant Annuities.
Funeral Expense Trusts: Explore how Funeral Expense Trusts can serve as effective planning tools.
Case Studies: Examine real-world scenarios that demonstrate how crisis planning tools like Medicaid Compliant Annuities have expedited eligibility for the Long-Term Care Medicaid Program, even when clients are already in nursing homes.

By the end of this course, attorneys will be equipped with the knowledge and tools necessary to navigate the complexities of long-term care planning, ensuring optimal outcomes for their senior clients.

InterActive Legal Speaker Series Presents

Jim Wolverton, JD

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.
If you are interested in an InterActive Legal Webinar but you are unable to attend the live event, we recommend that you register for the event anyway. After the presentation, all registered participants receive a link to the recorded version of the presentation to view at their convenience.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

Extension and Increase of Basic Exclusion Amount: Including Impact On “Moderately” Wealthy Clients
2025-11-12 16:00 - 17:00
Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More

View Recording

Webinar Description

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?

Other topics will be touched on as well. For example, asset protection – and in particular domestic asset protection trusts (DAPTs) – are important to planning with the new high exemption to ensure access. Recent cases from Delaware and Colorado will be reviewed. Many of the decisions about which type of trust to use for which client have changed – such as incomplete vs. completed gift trusts considering the higher exemption and basis step up. Determining how much access to give a settlor in an irrevocable trust has evolved. This new calculus – hybrid DAPT, SPAT, loans, underlying entities, tax reimbursement (new CCA) – will be reviewed, along with how to adapt planning for clients of moderate wealth. We’ll discuss when it makes more sense to use local trusts and individual trustees, instead of settling a trust in a different state with an institutional trustee. We’ll also cover portability, including the recent Rowland estate – many clients may overlook the portability option due to the newly-high “permanent” exemption, but most should still file to preserve the deceased spouse’s unused exemption (DSUE).

View Recording

Meet Our Speakers

Jonathan G. Blattmachr, Esq.InterActive Legal Editor in Chief and Co-Founder

Martin M. Shenkman, Esq.InterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However, if you find that you cannot connect, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.
If you are interested in an InterActive Legal Webinar but you are unable to attend the live event, we recommend that you register for the event anyway. After the presentation, all registered participants receive a link to the recorded version of the presentation to view at their convenience.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

5th Annual Million Dollar Solutions (MDS) Dementia Focused Practice® Conference
2025-11-13 08:00 - 2025-11-15 17:00
Tempe, AZ

InterActive Legal is a proud sponsor of the Million Dollar Solutions (MDS) Dementia Focused Practice® Conference. The Million Dollar Solution, founded in 2002, is a business coaching group for elder law and estate planning attorneys across the United States. At this conference, a curated team of experts will share strategies and best practices to add this focus to your practice.

Come See Us at the Conference

Lisa BrileyRegional Sales Consultant

Teresa L. Bush, Esq.Attorney, Director of Education and Support Services

Matthew ToveDirector, Marketing & Sales

Schedule a Demo

Be sure to stop by InterActive Legal’s exhibit booth to meet our team and learn about our 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.
We look forward to meeting you at the conference.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

InterActive Legal Academy Masterclass Series: "Why Your Client Can’t be Trustee - or Can They?"
2025-11-19 16:00 - 17:00
The InterActive Legal Academy Masterclass Series is an exclusive new CLE-included program featuring elevated, fee-based events that deliver advanced insights from the nation’s leading estate planning professionals.

CLE Credit included: 1.0 General CLE Credit (Approved in CA, FL, IL, NJ, NY, and TX; self-submit available in other states)

Cost: $70.00

Estate planning and asset protection both usually involve giving property away, often in trust, and someone must be named as the trustee. Some clients – who may not be keen on the idea of transferring property to begin with – may want to maintain control and therefore would like to be the trustee. Other clients may not have anyone else that they trust to fill that role and therefore would like to serve as trustee themselves. These scenarios raise the important question of when a client who creates a trust can serve as trustee.
A trust creator could retain some limited control – perhaps by serving as a Trust Protector or as a trustee with very defined (and limited) powers. But in many cases, it’s arguably best if the creator of the trust has no control over the trust at all.

In this webinar, Jonathan Blattmachr and Michael Graham, co-founders of InterActive Legal, will draw from their years of estate planning and tax experience to discuss the reasons behind the general rule that the creator of a trust should not be the trustee, and to consider when we might carve out exceptions to that rule. We’ll cover the concept of Trust Protectors as well as trustees who serve with limited powers. The presentation will also examine relevant authority, including a variety of applicable cases. We will also discuss the important issue of substance over form in the context of trust control – where the way a trust actually operates can be problematic, even though it was set up properly. Join us for expert thoughts on a topic relevant to clients of all levels of wealth.

InterActive Legal is partnering with Beacon Live to offer CLE Credit for this webinar. You will need to create a Beacon Live account (or use your existing account) to register for this event.

Learn from InterActive Legal’s Founders!

Jonathan G. Blattmachr, Esq.InterActive Legal Editor in Chief and Co-Founder

Michael L. Graham, Esq.InterActive Legal Chairman and Co-Founder

InterActive Legal is partnering with Beacon Live to offer CLE Credit for this webinar.You will need to create a Beacon Live account (or use your existing account) to register for this event.

Continuing Education Credits

Approved CLE Credit: 1.00 General Credit
Cost: $70.00
Approved Jurisdictions: CA, FL, IL, NJ, NY, TX
Self-submit available in other states

Webinar Tips

This webinar is being hosted on the Beacon Live platform.
You will need to create a Beacon Live account (or use your existing account) to register for this event.
Webinar access instructions will be provided after registration.
Please note that your link is uniquely registered to you and cannot be shared with anyone.
Playback of this webinar will NOT be immediately available. The recording may be available at a later date.
Visit our website event page to learn more about what is happening at InterActive Legal.

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!
