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Customizing your System for Success

Every InterActive Legal drafting system includes standard time-saving features designed to streamline the drafting process.  Those features are often not evident "out of the box," since it takes a bit of time to get used to drafting in a new system.  However, pre-answered interviews, the option to add and assemble multiple documents, and the ability to copy one spouse's documents to create a mirror image estate plan for the other with just a few steps can minimize drafting time, and most users take advantage of those features.  Beyond those standard features are more options that each user can customize to not only save time, but also to make the system their own.  We will discuss these options to customize your system in both small ways and more advanced ways, and how those custom tools can provide the most streamlined drafting experience.

2024 NAELA Annual Conference & Pre-Programs

Join InterActive Legal at the 2024 NAELA Annual Conference and Pre-programs The 2024 NAELA conference offers elder and special needs attorneys cutting-edge educational programming to help expand their outlook and sharpen the skills and knowledge they need to excel in their practice. InterActive Legal's CEO, Vanessa Kanaga and ILS Special Advisor on Elder Law Planning, Letha McDowell will present a breakout session at this year's conference entitled "The Language of Community Property in Estate Planning."

Schenectady County Bar Association’s T&E and Elder Law Seminar

Be sure to stop by InterActive Legal's exhibit booth to meet our Regional Sales Consultant, Steven Palumbo. Learn how InterActive Legal can help grow your practice and help you spend less time drafting and more time engaging with clients.

Noncompete Ban: What Every Estate Planner Must Know About the FTCs New Rule and Its Impact on Estate and Succession Planning

The Federal Trade Commission (FTC) has issued a new Rule prohibiting noncompete agreements. While this has been the subject of considerable discussion among employment and corporate attorneys, similar attention has yet to be given to this development among estate planners. The rule has a far-reaching impact on estate planning. The ramifications of how small, closely held, and family businesses that have used noncompete provisions, non-solicitation, and nondisclosure agreements will now address protecting themselves and retaining key employees and contracts must change. The valuation of companies may be significantly affected. For some family and closely held businesses, the impact of succession planning could be dramatic.

“Estate Planning Basics” – A Lorman CLE Approved Webinar presented by InterActive Legal’s Teresa L. Bush, Esq.

Gain an understanding of what documents are needed for estate planning and how to best help clients through the process. Estate planning is a process that should be undertaken by nearly every person because if you fail to create your own estate plan, state laws will create one for you (and it may not be the one you want). Therefore, having properly drafted estate planning documents are key. But what is estate planning, and what documents are needed? How can attorneys help clients through the estate planning process?

New Estate Planning Client Walkthrough

A potential new client has contacted your office to see if your firm can prepare their estate plan. What is your first step? There is no one right answer to this question - some attorneys will schedule an in-person conference or an online meeting, others might schedule an exploratory phone call first. Some might email a questionnaire in advance to gather preliminary information, while others wait to do that until sitting across from the potential client. In this webinar, we will demonstrate various ways your InterActive Legal drafting system can help with this initial process, starting with that first contact, and then assist after you agree to the representation.

2024 Connecticut Legal Conference

The Connecticut Legal Conference (CLC) is the CBA’s preeminent event comprised of dozens of engaging CLE seminars covering a diverse range of topics in state and federal law. The day also includes the CBA Annual Meeting and Luncheon, which features prestigious Connecticut-based and national speakers as well as the installation of the CBA executive committee officers for the approaching bar year.

Dementia and Dying in a Digital Age

It’s been more than 30 years since the Patient Self Determination Act codified the use of advance directives in hospitals and other medical facilities. While traditional advance directives still serve an important role for your clients, they do have their limitations. Many directives do not address issues of cognitive decline, a growing concern among seniors. They also do not take into consideration drastic changes in health, such as a terminal diagnosis, which can cause clients to reconsider some treatments. During this webinar, Randi Siegel, MBA, will outline innovations in advance care planning that give your clients more nuanced control over their health care. You’ll also learn about resources to help your clients discuss their wishes with their loved ones.

What Happens When…An IRA is Payable to a Trust for Both Humans and Charities?

Drafting trusts that will receive retirement benefits has been a challenge for estate planners, even before SECURE. And as we navigate the post-SECURE landscape, new drafting issues continue to arise. Some of those issues are helped along with new legislation – such as “SECURE 2.0” – or may have been addressed in proposed regulations (that are not yet final). One common issue is how to include charities in the estate plan when planning for retirement benefits.

Supreme Court Holding In Connelly Requires that Redemption Agreements be Reconsidered

On June 6, 2024, the U.S. Supreme Court issued a unanimous opinion in a closely held business valuation case that will have significant impact on many family and closely held businesses.  (Connelly v. United States, U.S., No. 23-146, Opinion 6/6/24.)  The case addressed the valuation of stock in a closely held business and held that the obligation of an entity to buy a deceased equity owner’s shares does not reduce the value of the insurance proceeds received by the entity to fund the buyout.  The Supreme Court’s ruling resolves the conflict between the Connelly case and Estate of Blount v. Commissioner, which had reached the opposite conclusion. 

All Aboard The Great Wealth Transfer—Don’t Miss The Train!

We’ve all seen the headlines in recent months.  We are living through the greatest transfer of generational wealth in human history (or so the hyperbole goes).  Whether it is the greatest in history or not is a debate for scholars.  However, the magnitude of wealth the baby boomer generation is passing to successive generations is undeniable.  This webinar is aimed at helping estate planning attorneys identify specific strategies and tactics they could and should be using right now to attract multigenerational clients, expand their client base, and secure the futures of their clients as well as their own estate planning practices.

Generation-Skipping Transfer Tax Planning in InterActive Legal

Estate tax planning is top of mind for planners representing high net worth individuals, but planning for the generation-skipping transfer ("GST") tax should also be considered.  Many clients - and perhaps some attorneys - may mistakenly assume that the GST tax doesn't matter if property is not being left directly to grandchildren.  However, taking advantage of the GST exemption can save millions of dollars in transfer taxation, so clients should at least have the option to build an estate plan that does not waste that exemption.  

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