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InterActive Legal Tips and Tricks

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.

Live Roundtable Event: Attracting and Retaining Today’s Elder Law Clientele

As people live longer and have more active lives into their later years, we can perceive a shift in the typical Elder Law Planning client demographic.  How to best reach potential clients who need legal services, and how to retain those clients, can be a challenge.  It not only requires specific legal knowledge, but also an understanding of the issues faced by contemporary seniors.

North Carolina Bar 43rd Annual Estate Planning & Fiduciary Law Program

Please join us at the North Carolina Bar 43rd Annual Estate Planning & Fiduciary Law Program.; This conference is designed to benefit both new and experienced lawyers alike, offering practical tips and insight to help attorneys navigate challenges and opportunities in the current environment. Be sure to stop by InterActive Legal's exhibit booth.  We look forward to showing you how we can help grow your practice and help you spend less time drafting and more time engaging with clients.

Will Drafting in InterActive Legal

Most estate planners draft Wills as a regular part of their services. For some, it’s always a simple “pour-over” Will intended to accompany a funded Revocable Trust, with the trust document containing the estate plan. Other planners do not typically use Revocable Trusts, and instead the Will is the primary estate planning document. Either type of Will can be prepared in all InterActive Legal drafting systems, and we’ll prepare several different Will documents in this webinar.

Massachusetts NAELA June Dinner Meeting

Join InterActive Legal at the Massachusetts NAELA June 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.

South Carolina Bar Al Todd Estate Planning Workshop and Tax Law Workshop Combo

Please join us at the South Carolina Bar Al Todd Estate Planning Workshop and Tax Law Workshop. Be sure to stop by our exhibit booth. We look forward to showing you how InterActive Legal can help grow your practice and help you spend less time drafting and more time engaging with clients.

NAELA Wisconsin Chapter Unprogram 2022

On June 16 and 17, 2022, Wisconsin NAELA will be hosting its annual Un-Program at the Landmark Resort, in Egg Harbor (Door County), WI. This is an annual event open only to Wisconsin NAELA members. This event is not recorded or sold as a web-cast replay; it is a live event only! 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.

2022 MSBA Legal Summit & Annual Meeting

The MSBA's Legal Summit & Annual Meeting brings together attorneys from every segment of the legal profession for multiple days of learning and networking.

Subscriber Drafting Webinar: Profiles, Packages, and the Fifteen Minute Estate Plan

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.

Michigan Probate & Estate Planning Institute, 62nd Annual

Get solutions for everything from planning for cryptocurrency to helping clients with diminished capacity. Take away new techniques for not only modernizing a trust, but also preserving settlor’s intent. Improve your advocacy with advice from judges.

New Clawback Proposed Regulations – What You Need to Know

On April 27, 2022, the IRS released proposed regulations that follow up on the initial “Anti-Clawback” regulations released in 2019.  The proposed regulations provide guidance on how various estate planning strategies may be treated in situations where the unified estate and gift tax exemption is lower on the taxpayer’s date of death than it was on the date the strategy was implemented.  Since lifetime gifts are factored into the estate tax calculation, planners were rightly concerned that a lifetime gift might not have the desired tax effect if the client died when the exemption was lower, bringing the large gift back into the estate but with a lower date-of-death exemption used for calculation purposes. 

2022 NAELA Annual Conference & Pre-Programs

Please join us at the 2022 NAELA Anual Conference and Pre-Programs.  This event offers elder and special needs attorneys cutting-edge education programming designed to help them expand their outlook and sharpen the skills and knowledge they need to excel in their practice. 
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