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North Carolina Bar 43rd Annual Estate Planning & Fiduciary Law Program

Please join us at the North Carolina Bar 43rd Annual Estate Planning & Fiduciary Law Program.; This conference is designed to benefit both new and experienced lawyers alike, offering practical tips and insight to help attorneys navigate challenges and opportunities in the current environment. Be sure to stop by InterActive Legal's exhibit booth.  We look forward to showing you how we can help grow your practice and help you spend less time drafting and more time engaging with clients.

Live Roundtable Event: Attracting and Retaining Today’s Elder Law Clientele

As people live longer and have more active lives into their later years, we can perceive a shift in the typical Elder Law Planning client demographic.  How to best reach potential clients who need legal services, and how to retain those clients, can be a challenge.  It not only requires specific legal knowledge, but also an understanding of the issues faced by contemporary seniors.

InterActive Legal Tips and Tricks

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.

Make More Money: Automate Drafting Estate Planning Documents

You CAN automate the drafting of estate planning in your practice. Regardless of the size or complexity of client matters you handle, automation will (yes "will"!) make you more efficient, more effective, and more profitable. With automation you can concentrate on what you enjoy most, legal work, not proofreading, office administration and other less profitable and less pleasant tasks. Done right, automation provides incredible economies of scale. If you have six partners in three offices, and each office uses their own forms, consider the time spent by each of the three groups updating forms, and the inefficiencies of attorneys in one office working on client documents prepared by attorneys in another officeR? Consider the increased profitability of having uniform documents? Eliminate the risk of having wrong client names or identifying information in documents. Eliminate repetitive entry to client, family and other data. Reduce malpractice risks.

14th Annual Rocky Mountain Regional Elder Law Retreat

The CBA-CLE and CBA Elder Law Section are pleased to present the 14th Annual Rocky Mountain Elder Law Retreat, August 25-27, 2022, back in-person at the Grand Hyatt in Vail, Colorado!

Drafting for Life Insurance and Retirement Benefits in InterActive Legal

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.

Cybersecurity Measures You MUST Take Now: Practical and Actionable Guidance

Are you and your practice properly and sufficiently protected from the growing epidemic of cyberthreats? Probably not! One in three lawyers has suffered a data breach at the hands of cybercriminals according to the ABA’s annual TechReport. Other professional services fare no better. Although every business owner knows this is a serious threat, they continually fail to meet their practical obligations to protect their client and business data adequately. For lawyers and any professionals subject to ethical obligations, these measures are even more important. 

Helping Families Deal with LGBTQ Issues

Advisors to high-net-worth individuals and family offices need to adjust their approach when assisting families with lesbian, gay men, bisexual trans and queer (LGBTQ) members. Because societies have historically discriminated against LGBTQ individuals, advisors need to have emotional intelligence so these clients can honestly and openly discuss their needs. They may also need to address conflict between the LGBTQ individuals and other family members. The panelists will discuss how advisors can assess and improve their own approaches to helping these families.

NYSBA Trusts And Estates Law Section Fall 2022 Meeting

Join InterActive Legal at the NYSBA Trust and Estates Law Section Fall 2022 meeting in Boston, Massachusetts. Be sure to stop by our exhibit booth to find out why Estate Planning […]

53rd Annual Sidney Kess New York Estate, Tax & Financial Planning Conference

Join us to hear from some of the nation’s leading experts as they discuss estate, tax, and financial planning opportunities to consider after a year that’s presented new and profound challenges to the national economy and impacted the financial circumstances of countless individuals and businesses.

Massachusetts NAELA September Dinner Meeting

Join InterActive Legal at the Massachusetts NAELA September dinner meeting. Be sure to stop by our exhibit booth to find out why Estate Planning and Elder Law professionals turn to us 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.

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