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Step Transaction Doctrine Remains A Key Concern for Successful Planning

The Step-Transaction Doctrine is often employed by the IRS to challenge clients’ planning. There is limited time in2024, and soon the compressed planning period of 2025. There are steps that practitioners might recommend to their clients to take now in preparation for future planning, which could potentially mitigate the possibility of the IRS successfully raising the step-transaction doctrine on audit. There is no universally accepted test to determine if the step-transaction doctrine should be applied to a particular transaction.  However, Courts have relied on three concepts when evaluating whether the step-transaction doctrine should be applied: the mutual interdependence test, the end result test, and the binding commitment test.

AFELA Unprogram

InterActive Legal is a proud sponsor of the 2024 Academy of Florida Elder Law Attorneys (AFELA) UNPROGRAM. The UnProgram Advanced track is limited to AFELA Member attorneys practicing in the area of Elder Law for 5+ years. The schedule reflects sessions devoted to discussing elder law hot topics in a group format initiated by attorneys in attendance. The UnProgram Meet the Mentors program is open to all attorneys. The program is comprised of diverse breakout sessions, each of which is geared toward elder law attorneys with varying levels of experience. There are advanced sessions as well as sessions focusing on more basic concepts. Participants, facilitators and sponsors will engage in relaxed networking and share information in intimate group workshops.

Million Dollar Solutions (MDS)

Please join us at the 4th Annual Million Dollar Solutions (MDS) Dementia Focused Practice® Conference. The Million Dollar Solution, founded in 2002, is a business coaching group for elder law and estate planning attorneys across the United States.  At this conference, a curated team of experts will share strategies and best practices to add this focus to your practice.

What Would You Do?

A network TV show called "What Would You Do?" creates fictional but realistic sticky situations for unsuspecting members of the public and lets them play out on hidden camera to see what happens.  Different people react differently to each situation, but the results can be interesting.  This isn't much different from how different estate planners might react to different client requests or situations, some of which might also be sticky.  In this webinar, we will look at a few detailed client fact patterns that planners might encounter in the real world and discuss how to use InterActive Legal to draft solutions to the issues raised. 

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.

17th Annual PAELA Winter Conference

InterActive Legal is a proud sponsor of  PAELA's 16th 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.

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.

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.

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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