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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.

The Flexible Beneficiary Trust

In-person dinner presentation by Jonathan G. Blattmachr., J.D. brought to you by the Estate Planning Council of Suffolk County, Inc.

Drafting Options for Descendants (and Other Non-Spouse Beneficiaries)

Subscriber Drafting Webinars provide continued training on various aspects of using the InterActive Legal software, usually focusing on drafting particular documents or using certain drafting options. These webinars are free to ILS subscribers. They provide insight and training regarding specific documents and options available within the drafting systems. Subscribers will receive an email outlining the topic of each drafting webinar with instructions for registration.

2022 National Conference on Special Needs Planning and Special Needs Trusts

The Vinoy Renaissance Resort & Golf Club, St. Petersburg, Florida 501 5th Ave NE, St Petersburg, Florida
Join us at the 24th annual Stetson University National Conference on Special Needs Planning and Special Needs Trusts. This conference 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. 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.

October Subscriber Drafting Webinar

Subscriber Drafting Webinars provide continued training on various aspects of using the InterActive Legal software, usually focusing on drafting particular documents or using certain drafting options. These webinars are free to ILS subscribers. They provide insight and training regarding specific documents and options available within the drafting systems. Subscribers will receive an email outlining the topic of each drafting webinar with instructions for registration.

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