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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.

Drafting Powers of Appointment in InterActive Legal

Powers of Appointment are one of the most common ways of adding flexibility to an estate plan. Allowing a beneficiary to redirect trust property at death or to direct a distribution from their trust to another person during lifetime can give the beneficiary a sense of control and involvement, and can also permit revisions to an estate plan when circumstances or law changes warrant. The exercise of a power of appointment, and in some cases its mere existence, can trigger tax consequences as well, some of which may be the reason for including the power itself, and others which could be unintended.

Trusts and Estates Law Section Spring 2023 Meeting of the New York State Bar Association

Join us at the annual NYSBA Trust and Estates Law Section Spring Meeting. Be sure to stop by InterActive Legal's exhibit booth to meet our Regional Sales Consultant, Steven Palumbo, 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.

Trusts as Beneficiaries of Retirement Benefits:  Searching for Drafting Solutions

A Natalie Choate Exclusive Webinar for InterActive Legal Subscribers. Webinar Description: With respect to several issues created by SECURE and the proposed Treasury regulations on RMDs, there is still great uncertainty about whether there are "general rules" that can be applied when drafting a trust to be named as beneficiary of retirement benefits....ideally, "boilerplate" clauses that work for "everybody."  This webinar explores several of these conundrums, explains what is at stake with the particular concern, examines various proposed solutions, and TRIES to find a recommendation enabling drafters to move forward. 

Drafting Common Estate Plans from Start to Finish in InterActive Legal

InterActive Legal drafting systems contain hundreds of different options, which can make using the program sometimes feel a bit overwhelming.  Many of the options won't be needed for most clients, but are nice to have when the situation arises.  So how can you best navigate the numerous drafting options in the program for your most common estate plans?

2023 NAELA Annual Meeting and Pre-Program

Please join us at the 2023 NAELA Annual Meeting and Pre-Program. InterActive Legal's CEO, Vanessa L. Kanaga, Esq., and InterActive Legal's Special Advisor on Elder Law Planning, Letha Sgritta McDowell, CELA, will be presenting at this year's conference.  Be sure to stop by our exhibit booth to meet Vanessa, Letha and ILS Regional Sales Consultant, Lisa Briley. 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.

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