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InterActive Legal is a proud sponsor of the 2022 Academy of Florida Elder Law Attorneys (AFELA) UNPROGRAM.

Massachusetts NAELA December Dinner Meeting and Vendor Fair

Join InterActive Legal at the Massachusetts NAELA December dinner meeting and Vendor Fair. This is an in-person only event. Be sure to stop by InterActive Legal's 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.

Using the “Document Packages” Feature in InterActive Legal

Now that we have reached the holiday gift-giving season, it seems only fitting to talk about packages.  In this case, however, it's not a present or gift, but a package of estate planning documents.  Most planners are familiar with preparing a group of documents - often called a "package" - that includes one or more testamentary documents plus two or more ancillary documents for incapacity planning.  This subscriber drafting webinar will focus on how to work with a group of documents in the program, and also how to set up standard document packages to improve efficiency.

Year-End 2022 Estate Planning

Year-end tax planning for 2022 is different from prior years. Practitioners might recommend traditional annual gift planning but for some (perhaps many) clients, annual gifts may not be worthwhile.

57th Annual Heckerling Institute on Estate Planning

The Heckerling Institute on Estate Planning is the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team. The 57th Heckerling Institute covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors.

ABA CLE Webinar: Estate Planning Best Practices

The panelists will cover issues ranging from common tax planning strategies and important issues to consider, to the formalities associated with signing documents reflecting the planning. This esteemed group of panelists share their insights drawing upon years of experience as well-regarded planners and trust and estate litigators.

Drafting the Standard Irrevocable Trust 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. Subscribers will receive an email outlining the topic of each drafting webinar with instructions for registration.

Heckerling Themes and Takeaways:  Reviewing the Most Important Topics Discussed at the 2023 Institute

The Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors, and wealth management professionals.  Following the 57th Annual Institute held on January 9-13, 2023, InterActive Legal will bring to you our annual review and analysis of the week-long proceedings.  This year's review will be presented by Jonathan Blattmachr, Abigail O'Connor, and Martin Shenkman, who will provide a 90-minute analysis and valuable materials summarizing the presentations from the Institute.

15th Annual PAELA Winter Conference

Omni Bedford Springs Resort 2138 Business 220, Bedford, PA, United States
InterActive Legal is a proud sponsor of  PAELA's 15th Annual Winter Conference.  Stop by our exhibit booth and let us show you why Elder Law and Estate Planning professionals turn to us as their main resource for the latest planning strategies. See you at the conference.

Drafting Crummey Withdrawal Rights in InterActive Legal

Estate planners often worry about minimizing or avoiding estate taxation at death, but gift taxation must be considered when making transfers during lifetime. Smaller gifts can avoid gift taxation due to the gift tax annual exclusion, which allows taxpayers to transfer relatively small amounts of property without any gift tax impact at all. However, if a gift is made to a trust, instead of outright, the gift tax result may differ. In most cases, gifts in trust are intended to qualify for the gift tax annual exclusion by giving the trust beneficiary a right of withdrawal over trust contributions - often referred to as a Crummey power, named after the court decision that first allowed this strategy.

California NAELA Summit 2023

Please join us at the California NAELA Summit 2023.  Network and learn about trending topics in Elder Law, California-specific issues, and techniques to use in your practice. InterActive Legal's Advisory Board Member, Deirdre Wheatley-Liss, Esq. will be presenting at this year's conference. Be sure to stop by our exhibit booth to meet Deirdre and ILS Regional Sales Consultant, Lisa Briley.

Back Door SLATs – Issues When the Grantor Becomes a Beneficiary or Appointee

Spousal Lifetime Access Trusts (“SLATs”) are ubiquitous in estate planning. As clients plan to use exmeption before it is reduced by half in 2026 the issue of access to SLAT assets is key. Those with sufficient wealth may avoid any form of access. But for most clients some type of access is essential to assure that their financial position remains secure in future years. Thus, SLATs are a balancing act. Sufficient access should be provided (and that is not a simple determination) but each additional means of access creates some additional, though unmeasurable risk of estate inclusion and reach by creditors. This webinar will explore this key SLAT and estate planning challenge.

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