BEGIN:VCALENDAR VERSION:2.0 PRODID:-// - ECPv6.15.18//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://interactivelegal.com X-WR-CALDESC:Events for REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Halifax BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20240310T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20241103T050000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20250309T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20251102T050000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20260308T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20261101T050000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Halifax:20251009T160000 DTEND;TZID=America/Halifax:20251009T172000 DTSTAMP:20260404T075210 CREATED:20250926T135557Z LAST-MODIFIED:20251230T201311Z UID:47734-1760025600-1760030400@interactivelegal.com SUMMARY:Serving Hispanic Families with Compassionate Estate Planning: Practical Insights for Advisors DESCRIPTION:Complimentary Webinar: Future of the Estate Planning Profession\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n View Recording\n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Build Trust and Deliver Compassionate Estate Planningfor Hispanic Families \n Hispanic families are one of the fastest-growing communities in the U.S.—but unique cultural values around family\, inheritance\, and faith can complicate traditional estate planning. This program will feature a discussion with Sonia Muñoz Gallagher\, Esq.\, and estate and special needs attorney in Florida\, exploring the intersection of estate planning and administration and cultural sensitivity when advising Hispanic families.  This session will highlight the growing need for estate planning among Hispanic clients and unpack key considerations such as multigenerational households\, bilingual communication challenges\, immigration and cross-border inheritance issues\, informal asset ownership\, and religious and community values that shape decision-making.  \n \n \n \n \n \n \n \n \n \n \n \n Amongst some clients there may be a cultural reluctance to discuss death. How can that be addressed? Catholic traditions are important to many Hispanic clients. This might affect donations to their church and broader charitable planning\, burial wishes\, and more. Caretaking expectations may rely more often on a parent’s daughters. What might that mean to planning?  \n Estate planning attorneys will gain practical tips for building trust\, navigating complex family structures\, and addressing legal misunderstandings with compassion and clarity. Don’t miss this opportunity to deepen your cultural competence and better serve a vital and expanding client base—register now to honor Hispanic heritage while enhancing your practice skills. \n \n \n \n \n \n \n \n View Recording\n \n This program will also acknowledge Hispanic Heritage Month which runs from 9/15-10/15 and is a national observance recognizing the histories\, cultures\, and contributions of Americans whose ancestors came from Spain\, Mexico\, the Caribbean\, and Central and South America. \n \n \n \n \n \n \n \n \n \n \n \n Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n Sonia Muñoz Gallagher\, Esq.Family Wealth Law\, LLC \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/serving-hispanic-families-with-compassionate-estate-planning-practical-insights-for-advisors/ CATEGORIES:Hot Topic Webiner ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/09/2025-10-09-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20251009T080000 DTEND;TZID=America/Halifax:20251010T170000 DTSTAMP:20260404T075210 CREATED:20251001T193534Z LAST-MODIFIED:20251001T201437Z UID:47743-1759996800-1760115600@interactivelegal.com SUMMARY:The 2nd Annual University of South Carolina Joseph F. Rice School of Law Estate Planning Conference DESCRIPTION:Columbia\, South Carolina\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n InterActive Legal is a proud sponsor of the 2nd Annual University of South Carolina Joseph F. Rice School of Law Estate Planning Conference. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Come See Us at the Conference \n \n \n \n \n \n \n \n \n \n \n \n Lisa Briley\, Regional Sales Consultant \n \n Schedule a Demo\n \n \n \n \n \n \n \n Be sure to visit InterActive Legal’s exhibit booth to meet our Regional Sales Consultant\, Lisa Briley\, and explore our comprehensive planning and drafting systems for estate planning attorneys. Lisa will demonstrate how our solutions can help streamline your drafting process\, provide valuable educational resources\, and support the growth of your practice by allowing you to spend more time engaging with clients. \n We look forward to connecting with you at the conference. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/joseph-f-rice-school-of-law-university-of-south-carolina-estate-planning-conference/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/10/Conference2-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20251006T130000 DTEND;TZID=America/Halifax:20251031T140000 DTSTAMP:20260404T075210 CREATED:20250904T155508Z LAST-MODIFIED:20250904T155929Z UID:47698-1759755600-1761919200@interactivelegal.com SUMMARY:InterActive Legal Academy Estate Planning Tax Series DESCRIPTION:Learn More and Register\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nTues & Thurs: Live Online InstructionFri: Drafting Workshops Q&A URL:https://interactivelegal.com/event/interactive-legal-academy/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2023/03/pexels-jopwell-2422293-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20251001T160000 DTEND;TZID=America/Halifax:20251001T170000 DTSTAMP:20260404T075210 CREATED:20250916T194924Z LAST-MODIFIED:20251230T201628Z UID:47706-1759334400-1759338000@interactivelegal.com SUMMARY:ILS Speaker Series: Running the Numbers for a $100 Million Plus Estate Tax Plan-What Works Best for Your Most Important Clients DESCRIPTION:View Recording\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n This Webinar will cover planning strategies and how to run the numbers and illustrate a number of mathematical aspects of estate and estate tax planning\, including IRA and pension minimum distributions\, Qualified Charitable Distributions from IRA’s\, Monte Carlo rate of return illustrations\, QPRT’s\, Installment Sales to Grantor Trusts\, Private Annuities\, GRAT’s and Rolling GRATS to help planners understand where these strategies can apply and how they fit into an estate plan.  \n Attendees will receive free use of EstateView Estate Planning calculation and illustration software and other useful tools.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series Presents \n \n \n \n \n \n \n \n \n \n \n \n \n Alan S. Gassman\, Esq.InterActive Legal Advisor \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. \n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/ils-speaker-series-2025-10-01/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/09/2025-10-01-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250926T120000 DTEND;TZID=America/Halifax:20250926T130000 DTSTAMP:20260404T075210 CREATED:20250820T140739Z LAST-MODIFIED:20250902T132126Z UID:47634-1758888000-1758891600@interactivelegal.com SUMMARY:Subscriber Drafting Webinar: Drafting Irrevocable Trusts in InterActive Legal DESCRIPTION:Complimentary Webinar: Future of the Estate Planning Profession\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Each InterActive Legal practice system provides subscribers with the ability to draft at least one type of “irrevocable trust.”  All systems contain the standard Irrevocable Trust\, which is the document typically used to create an Irrevocable Life Insurance Trust and a Spousal Lifetime Access Trust \, and will be the primary focus of this subscriber drafting webinar.   \n We will review the Irrevocable Trust in detail\, discuss how it is structured (and why)\, and go through the interview questions.  We will cover how to set up this trust when there is a spouse involved and when there is not\, grantor trust options\, insurance trust options\, “Crummey” powers\, and more. \n We’ll also touch on other irrevocable trusts available in Wealth Transfer Planning and Elder Law Planning.  Those trusts will be similar to the standard Irrevocable Trust\, and we will highlight the differences. \n This webinar is appropriate for subscribers of all practice systems. \n \n \n \n \n \n \n \n \n \n \n \n Please Note: \n InterActive Legal Subscribers will receive an email outlining the topic of each drafting webinarwith instructions for registration. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Teresa L. Bush\, Esq.Director of Education and Content Support Services \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Subscribers will receive an email with the topic and registration link for each drafting webinar.\n After registering\, you’ll receive a confirmation email with login details.\n Can’t attend live? Register anyway—you’ll get a link to the recorded session afterward.\n Recordings are also available in the Subscriber Help Center..\n Visit Upcoming Events to see what’s next at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/subscriber-drafting-webinar-drafting-irrevocable-trusts-in-interactive-legal/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/08/Drafting-Webinar-Image.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250925T080000 DTEND;TZID=America/Halifax:20250927T170000 DTSTAMP:20260404T075210 CREATED:20250828T014039Z LAST-MODIFIED:20250828T014313Z UID:47673-1758787200-1758992400@interactivelegal.com SUMMARY:NYSBA Trusts and Estates Law Section 2025 Fall Meeting DESCRIPTION:InterActive Legal is a proud sponsor of the NYSBA Trusts and Estates Law Section 2025 Fall Meeting. This year’s meeting—Family Matters: Litigation and Planning Considerations for the Modern Family—offers a dynamic two-day CLE program designed to explore the intersection of family relationships\, estate planning\, and litigation.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Come See Us at the NYSBA Trusts and Estates Law Section 2025 Fall Meeting \n \n \n \n \n \n \n \n \n \n \n \n Steven Palumbo\, Regional Sales Consultant \n \n Schedule a Demo\n \n \n \n \n \n \n \n Be sure to visit InterActive Legal’s exhibit booth to meet our Regional Sales Consultant\, Steven Palumbo\, and explore our comprehensive planning and drafting systems for estate planning attorneys. Steven will demonstrate how our solutions can help streamline your drafting process\, provide valuable educational resources\, and support the growth of your practice by allowing you to spend more time engaging with clients. \n We look forward to connecting with you at the conference. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/nysba-trusts-and-estates-law-section-2025-fall-meeting/ ATTACH;FMTTYPE=image/png:https://interactivelegal.com/wp-content/uploads/2025/08/20250827_2126_Lake-George-Serenity_simple_compose_01k3q4d5qmek6t6wdfm27g3px7.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250917T160000 DTEND;TZID=America/Halifax:20250917T170000 DTSTAMP:20260404T075210 CREATED:20250903T182452Z LAST-MODIFIED:20251230T201938Z UID:47686-1758124800-1758128400@interactivelegal.com SUMMARY:ILS Speaker Series: Estate Planning When Estate Taxes Don’t Matter DESCRIPTION:View Recording\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After years of speculation about what would happen with the estate (and gift) tax exemption\, we now have some clarity.  Things can always change\, but at the moment\, federal estate taxation has become irrelevant for most clients.  This means estate planning could fall off their radar.   \n Yet even without a tax component\, estate planning remains a necessary endeavor for any client who owns any type of property – both to permit the most efficient transfer of that property to the desired recipients at death and to plan for management in the event of incapacity. \n This webinar will consider what estate planners can recommend to potential clients of all levels of wealth who don’t need to plan for estate taxation\, but still need to plan: \n \n \n \n \n \n \n \n \n \n \n \n \n The bottom line – having an estate plan in place removes a huge burden after death\n An estate plan can protect assets from predators and creditors\n Clients with high – but not ultra-high – net worth should have a back-up plan in case the exemption drops\n State estate taxation still matters\, and a good estate plan can cover that too – even for clients who don’t currently reside in a decoupled state.\n \n \n \n As part of this discussion\, we will look at pros and cons of different approaches\, including leaving property outright or in trust\, and contingency plans: disclaimers\, Clayton QTIPs\, portability\, and more. \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series Presents \n \n \n \n \n \n \n \n \n \n \n \n \n Teresa L. Bush\, Esq.Director of Education and Support Services \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. \n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/estate-planning-when-estate-taxes-dont-matter/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/09/Version-3.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250916T130000 DTEND;TZID=America/Halifax:20250916T140000 DTSTAMP:20260404T075210 CREATED:20250902T174528Z LAST-MODIFIED:20250903T132101Z UID:47681-1758027600-1758031200@interactivelegal.com SUMMARY:Beyond the Will: Dementia Directives\, Care Navigation\, and Client Advocacy DESCRIPTION:Complimentary Webinar: Beyond the Will: Dementia Directives\, Care Navigation\, and Client Advocacy\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n Register Now\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n As dementia diagnoses continue to rise\, estate planning and elder law professionals are increasingly called upon to provide guidance that extends beyond traditional estate planning. Effective dementia planning requires a comprehensive approach that anticipates the progression of cognitive decline\, addresses medical and financial considerations\, and ensures that families are supported through every stage of the disease. Without proper planning\, families often face overwhelming stress\, financial strain\, and emotionally fraught decision-making during moments of crisis. \n This complimentary webinar\, presented by Julie Steinbacher\, Esq.\, CELA\, President of The Million Dollar Solution\, and Teresa L. Bush\, Esq.\, Director of Education & Support Services at InterActive Legal\, will provide attorneys with the knowledge and strategies needed to confidently integrate dementia directives into their practices. \n \n \n \n \n \n \n \n \n \n \n \n The program will explore how to structure documents that adapt to changing client needs\, how to navigate care options while effectively advocating for families\, and how to reconcile dementia planning with existing estate planning frameworks.Participants will gain practical tools to enhance their ability to serve clients\, protect families from unnecessary hardship\, and position themselves as trusted advisors in one of the most pressing and rapidly evolving areas of elder law. \n \n \n \n \n \n \n \n Register Now\n \n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Julie Steinbacher\, Esq.\, CELAInterActive Legal Advisor  \n \n \n \n \n \n Teresa L. Bush\, Esq.Director of Education and Content Support ServicesInterActive Legal \n \n \n \n \n \n \n \n Register Now\n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/beyond-the-will-dementia-directives-care-navigation-and-client-advocacy/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/09/2025-09-02_17-11-19.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250912T080000 DTEND;TZID=America/Halifax:20250912T170000 DTSTAMP:20260404T075210 CREATED:20250702T204328Z LAST-MODIFIED:20250702T204631Z UID:47485-1757664000-1757696400@interactivelegal.com SUMMARY:VAELA 2025 Fall Conference DESCRIPTION:Richmond\, Virginia\n\n\n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is a proud sponsor of the Virginia Elder Law Academy (VAELA) 2025 Fall Conference. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Come See Us at the Conference \n \n \n \n \n \n \n \n \n \n \n \n \n Lisa Briley\, Regional Sales Consultant \n \n Schedule a Demo\n \n \n \n \n \n \n \n \n \n \n Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant\, Lisa Briley\, and learn about InterActive Legal’s 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. \n We look forward to seeing you at the conference. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/vaela-2025-fall-conference/ CATEGORIES:Conference ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2023/01/conferenceshutterstock_281107127-750.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250910T160000 DTEND;TZID=America/Halifax:20250910T180000 DTSTAMP:20260404T075210 CREATED:20250904T152558Z LAST-MODIFIED:20250905T072806Z UID:47695-1757520000-1757527200@interactivelegal.com SUMMARY:OBBBA Part 5: Basis\, NonGrantor Trusts and More: 2 Hour Deep Dive on Post-OBBBA Planning DESCRIPTION:Complimentary Webinar: Basis Planning After OBBBA\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n Register Now\n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n The OBBBA has reshaped trust and tax planning\, raising new questions and opportunities for practitioners. This two-hour program will examine whether life insurance in trusts should be surrendered or repurposed\, how basis planning is affected\, and when (if ever) to unwind trusts for a step-up in basis. We’ll address incomplete vs. complete gifts\, Kiddie Tax concerns\, and state law opportunities such as Community Property Trusts and JESTs. The session also explores income shifting with non-grantor trusts\, DNI and 643(f) challenges\, charitable deduction strategies post-OBBBA\, and key considerations when converting grantor to non-grantor trusts. \n Attendees will leave with practical\, actionable insights for navigating post-OBBBA planning with confidence. \n \n \n \n \n \n \n \n \n \n \n Register Now\n \n \n \n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n \n \n \n \n \n Robert S. KeeblerInterActive Legal Advisor \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Complimentary OBBBA Webinar Series  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Part 1: One Big Beautiful Estate Planning Webinar – What to do Now \n \n \n Discover how the newly enacted Big Beautiful Bill (“BBB”)—officially\, the One\, Big\, Beautiful Bill Act—will reshape the landscape for estate planners. In this webinar\, nationally recognized attorneys Jonathan Blattmachr\, Alan Gassman\, and Martin Shenkman break down the BBB’s 14 most impactful tax provisions\, explain their direct and indirect implications for estate planning\, and outline practical strategies you can implement right away. Whether your practice centers on traditional estate planning or sophisticated transfer tax work\, understanding the BBB’s sweeping changes is essential. Watch the full session below to stay ahead of the curve. \n \n \n \n \n \n Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits \n \n \n Discover how the One\, Big\, Beautiful Bill Act (OBBBA) is reshaping charitable planning. In this Hot Topic webinar\, leading estate planning attorneys Martin Shenkman\, Jonathan Blattmachr\, Alan Gassman\, and Robert Keebler break down OBBBA’s most impactful charitable provisions and share advanced strategies—like leveraging non-grantor trusts and CRTs—to maximize income tax benefits. Stay ahead of these sweeping changes with actionable insights you can implement now. \n \n \n \n \n \n Part 3: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts\,  Sec. 68(e)\, and Other Post-OBBBA Planning Considerations \n \n \n OBBBA made a myriad of changes to the tax law. The indirect planning implications are quite significant. This webinar assumes attendees are already familiar with the basic OBBBA changes and will build on that with a discussion of how and when non-grantor trusts may be used\, sometimes differently\, in planning post-OBBBA. In particular\, we will cover the repeal of Code Section 68(e) and the application of the new 2/37ths reduction in charitable contribution deductions to trusts. What impact will that change have on existing trusts that have charitable beneficiaries? How will charitable lead trusts be affected? What should trustees of such trusts consider? The use of non-grantor trusts to enhance charitable contribution deductions will still make sense for many taxpayers\, but practitioners should caution clients pursuing that planning of the implications of the new 2/37 reduction. For some clients using QCDs\, bunching\, or other planning techniques may be preferable.  \n \n \n \n \n \n Part 4: Basis Planning Post OBBBA \n \n \n With OBBBA’s new $15M exemption\, many clients will no longer face federal estate tax\, shifting the focus toward income tax basis planning. In this session\, leading estate planners will explore upstream and downstream strategies\, reconciling basis step-up planning with traditional trust structures\, and discussing options for revising existing plans. Learn how to use powers of appointment\, adjust credit shelter trusts and SLATs\, and adapt gift planning to the post-OBBBA landscape. \n \n \n \n \n View OBBBA Webinar Series\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.\n A recording of this webinar will be posted to our website here: https://interactivelegal.com/big-beautiful-bill/\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/basis-nongrantor-trusts-and-more-2-hour-deep-dive-on-post-obbba-planning/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-07-10-OBBBA-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250903T160000 DTEND;TZID=America/Halifax:20250903T170000 DTSTAMP:20260404T075210 CREATED:20250820T143953Z LAST-MODIFIED:20251230T202117Z UID:47636-1756915200-1756918800@interactivelegal.com SUMMARY:Speaker Series Webinar - Charities and Retirement Plans: Friends or Foes? DESCRIPTION:View Recording\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Charities can appear in a variety of places in living trusts\, such as recipients of pre-residuary bequests\, takers of a portion of a residuary bequest\, permissible appointees of powers of appointment\, or as “atom bomb clause” beneficiaries. They can also be named as remainder beneficiaries of conduit trusts\, “age 31” trusts\, special needs trusts\, standard accumulation trusts\, and testamentary charitable remainder trusts. This presentation will explore whether charities found in each of those places would be beneficial (a “friend”) or detrimental (a “foe”) to the tax advantages enjoyed by IRAs and other retirement plans. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series Presents \n \n \n \n \n \n \n \n \n \n \n \n \n Salvatore LaMendola \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. \n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/speaker-series-webinar-charites-and-retirement-plans-friends-or-foes/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/08/2025-09-03-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250827T160000 DTEND;TZID=America/Halifax:20250827T170000 DTSTAMP:20260404T075210 CREATED:20250731T203257Z LAST-MODIFIED:20251230T202301Z UID:47589-1756310400-1756314000@interactivelegal.com SUMMARY:Complimentary Webinar: Ensuring Your Wellness:  The Daily Steps an Estate Planner Can Take to Enhance Happiness and Health DESCRIPTION:Complimentary Webinar: Future of the Estate Planning Profession\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n View Recording\n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Promoting wellness in your estate planning practice is not an option\, it is not a luxury\, and it is an investment that will have a significant return\, both in quality of life and dollars.  Hence\, it is a moral and economic necessity. To enhance the profitability of your firm\, reduce the risks of malpractice claims\, and do better work\, your firm needs to take proactive steps to address stress\, mental health\, and the well being of partners\, lawyers\, and staff. \n The statistics are shocking: 80% of professionals report some or several of the following: stress-induced physical health issues\, social alienation\, addiction to work\, sleep issues\, work/life issues\, inability to retain relationships\, incivility\, and lapses in moral and ethical values. But scary stats don’t move the needle. \n \n \n \n \n \n \n \n \n \n \n \n This program will be led by a nationally known estate planner and founder of one of the largest estate planning boutiques in the country who will explain real steps he takes and promotes in his firm to address these important issues. A mental health professional will also offer comments and suggestions. \n Join us for this informative\, practical and actionable program. \n \n \n \n \n \n \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Louis S. Harrison \n \n \n \n \n \n Amanda Koplin \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/complimentary-webinar-ensuring-your-wellness-the-daily-steps-an-estate-planner-can-take-to-enhance-happiness-and-health/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-08-27-7y60x438.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250825T160000 DTEND;TZID=America/Halifax:20250825T170000 DTSTAMP:20260404T075210 CREATED:20250813T152748Z LAST-MODIFIED:20251230T202450Z UID:47616-1756137600-1756141200@interactivelegal.com SUMMARY:Speaker Series Webinar-Cutting the Cord: Tax Implications of Expatriation (Rescheduled) DESCRIPTION:View Recording\n \n PLEASE NOTE:  If you were registered for this webinar when it was originally scheduled on August 6th\, you have been automatically registered for the rescheduled date of August 25th. \n \n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Please join us for the next installment in the InterActive Legal Speaker Series on a topic that may be foreign to some of us – expatriation. Clients are becoming more interested in this topic\, and this presentation will focus on the tax implications in detail. \n In this webinar\, attorney Sebastian Orozco will provide a detailed examination of U.S. tax issues affecting individuals who expatriate under the framework of Section 877A of the Internal Revenue Code and the newly finalized Section 2801 regulations.  He’ll outline the definitions and criteria for classification as a covered expatriate\, and the resulting tax consequences\, including the mark-to-market exit tax regime\, the treatment of pre-expatriation gifting\, and beneficial interests in trusts.   \n \n \n \n \n \n \n \n \n \n \n \n We’ll learn about compliance requirements\, such as dual-status tax returns and Form 8854—including some of the penalties for non-compliance. Special attention will be given to the treatment of deferred compensation\, nongrantor trusts\, and tax-deferred accounts\, offering practical guidance for navigating the final year of U.S. tax residency. \n The materials also will explore strategic planning opportunities for long-term residents who are considering expatriation\, including treaty-based residency elections and pre-expatriation gifting strategies. The implications of the Section 2801 tax on covered gifts and bequests will be covered\, detailing how the tax is calculated\, reported\, and enforced. Examples will illustrate the tax treatment of distributions from domestic and foreign nongrantor trusts\, and the complexities that surround them. \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series Presents \n \n \n \n \n \n \n \n \n \n \n \n \n Sebastian Orozco Segrera \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/speaker-series-webinar-cutting-the-cord-tax-implications-of-expatriation-rescheduled/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-08-06-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250821T080000 DTEND;TZID=America/Halifax:20250823T170000 DTSTAMP:20260404T075210 CREATED:20250617T190716Z LAST-MODIFIED:20250702T205031Z UID:47280-1755763200-1755968400@interactivelegal.com SUMMARY:Colorado Bar Association 17th Annual Rocky Mountain Regional Elder Law Retreat DESCRIPTION:Snowmass Village\, CO\n\n\n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n InterActive Legal is a proud sponsor of the 17th Annual Rocky Mountain Regional Elder Law Retreat. This three-day event offers up-to-date information and recent developments in Elder Law. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Come See Us at the 17th Annual Rocky Mountain Regional Elder Law Retreat \n \n \n \n \n \n \n \n \n \n \n \n Lisa Briley\, Regional Sales Consultant \n \n Schedule a Demo\n \n \n \n \n \n \n \n Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant\, Lisa Briley\, 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. \n We look forward to seeing you at the conference. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/17th-annual-rocky-mountain-regional-elder-law-retreat/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/06/vail-g7c5c5fd7d_1280.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250820T160000 DTEND;TZID=America/Halifax:20250820T170000 DTSTAMP:20260404T075210 CREATED:20250806T211128Z LAST-MODIFIED:20251230T203337Z UID:47579-1755705600-1755709200@interactivelegal.com SUMMARY:CLE Eligible Speaker Series Webinar: Legacy Begins Here – Estate Planning for the 1st Generation Entrepreneur DESCRIPTION:Presented by Neeli G. Shah\, Esq.\n\n\n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n InterActive Legal is partnering with Beacon Live as a trial to offer an improved viewing experience and CLE Credit for this webinar.  You must create a Login name and Password for Beacon Live to register for this event. \n \n \n \n \n \n \n \n View Recording\n \n \n \n \n \n \n \n CLE credit is available for the live presentation only.CLE Approved Jurisdictions: CA\, FL\, IL\, NJ\, NY\, TX(Self-submit available in other states)  \n If you are NOT seeking CLE\, this webinar is FREE. \n \n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Estate planning for families can be simple or complex\, depending on the family situation and the assets owned.  Clients with family businesses can have unique planning issues\, and clients who have started their own business – rather than inheriting it from their parents – may not even be aware of how important their estate plan actually is.  The estate plan might still be simple\, but the estate planner representing these clients must consider questions that often will add complexity.  \n \n \n •  Do other family members participate in the business?  \n •  Will the business continue if the founders pass away?  \n •  If the founders have young children\, who will run the business for their benefit\, and how can the plan contemplate the children becoming involved down the road?  \n •  What tax issues can’t be ignored? \n \n \n \n \n \n \n \n \n \n \n \n Join InterActive Legal Advisor Neeli Shah for a practical discussion of these questions and more.  Neeli’s practice focusses on just this type of client\, so her perspective on representing first-generation business owners will be a welcome addition to the InterActive Legal Speaker Series. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series Presents \n \n \n \n \n \n \n \n \n \n \n \n \n Neeli G. Shah\, Esq.\, InterActive Legal Advisor \n \n View Recording\n \n CLE credit is available for the live presentation only.CLE Approved Jurisdictions: CA\, FL\, IL\, NJ\, NY\, TX(Self-submit available in other states)   \n If you are NOT seeking CLE\, this webinar is FREE. \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n Please Note:  If you are NOT seeking CLE Credit\, this webinar is FREE \n \n \n \n \n \n \n \n \n \n This webinar is approved for 1.00 General Credit.\n Approved Jurisdictions: California\, Florida\, Illinois\, New Jersey\, New York\, and Texas. \n CLE Cost: $70.00 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n This webinar is being hosted on the BeaconLive platform.\n You must create a Login name and Password to register for this webinar.\n Webinar access instructions will be provided after registration.\n Please note that your link is uniquely registered to you and cannot be shared with anyone.\n Playback of this webinar will NOT be immediately available.  The recording may be available at a later date.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/cle-speaker-series-webinar-legacy-begins-here-estate-planning-for-the-1st-generation-entrepreneur/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/08/2025-08-20-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250814T160000 DTEND;TZID=America/Halifax:20250814T173000 DTSTAMP:20260404T075210 CREATED:20250805T134754Z LAST-MODIFIED:20251230T204003Z UID:47594-1755187200-1755192600@interactivelegal.com SUMMARY:OBBBA Part 4: Basis Planning Post OBBBA DESCRIPTION:Complimentary Webinar: Basis Planning After OBBBA\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n View Recording\n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n OBBBA changes how advisers should look at estate planning. Many clients will no longer face a Federal estate tax with the new $15M permanent exemption. As a result\, income tax planning\, and in particular maximizing income tax basis\, may be a focus of increased attention\, which triggers several questions: \n \n \n • In addition to upstream planning with GPOAs\, what about downstream planning with gifts?• How do we reconcile that basis step up planning may conflict with traditional planning strategies of keeping assets in trust for a surviving spouse and others?• What can be done with existing credit shelter trusts\, SLATs\, and other irrevocable trusts that are outside of anyone’s gross estate?• Can – and should – existing estate tax plans be unraveled?• How can powers of appointment be effectively used to increase options for basis step up?• Can upstream as well as downstream planning be used?• How will gift planning be different\, after OBBBA? \n \n \n \n \n \n \n \n \n \n \n \n Join us for an online webinar to consider these questions and the post-OBBBA planning shift. \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n \n \n \n \n \n Robert S. KeeblerInterActive Legal Advisor \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Complimentary OBBBA Webinar Series  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Part 1: One Big Beautiful Estate Planning Webinar – What to do Now \n \n \n Discover how the newly enacted Big Beautiful Bill (“BBB”)—officially\, the One\, Big\, Beautiful Bill Act—will reshape the landscape for estate planners. In this webinar\, nationally recognized attorneys Jonathan Blattmachr\, Alan Gassman\, and Martin Shenkman break down the BBB’s 14 most impactful tax provisions\, explain their direct and indirect implications for estate planning\, and outline practical strategies you can implement right away. Whether your practice centers on traditional estate planning or sophisticated transfer tax work\, understanding the BBB’s sweeping changes is essential. Watch the full session below to stay ahead of the curve. \n \n \n \n \n \n Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits \n \n \n Discover how the One\, Big\, Beautiful Bill Act (OBBBA) is reshaping charitable planning. In this Hot Topic webinar\, leading estate planning attorneys Martin Shenkman\, Jonathan Blattmachr\, Alan Gassman\, and Robert Keebler break down OBBBA’s most impactful charitable provisions and share advanced strategies—like leveraging non-grantor trusts and CRTs—to maximize income tax benefits. Stay ahead of these sweeping changes with actionable insights you can implement now. \n \n \n \n \n \n Part 3: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts\,  Sec. 68(e)\, and Other Post-OBBBA Planning Considerations \n \n \n OBBBA made a myriad of changes to the tax law. The indirect planning implications are quite significant. This webinar assumes attendees are already familiar with the basic OBBBA changes and will build on that with a discussion of how and when non-grantor trusts may be used\, sometimes differently\, in planning post-OBBBA. In particular\, we will cover the repeal of Code Section 68(e) and the application of the new 2/37ths reduction in charitable contribution deductions to trusts. What impact will that change have on existing trusts that have charitable beneficiaries? How will charitable lead trusts be affected? What should trustees of such trusts consider? The use of non-grantor trusts to enhance charitable contribution deductions will still make sense for many taxpayers\, but practitioners should caution clients pursuing that planning of the implications of the new 2/37 reduction. For some clients using QCDs\, bunching\, or other planning techniques may be preferable.  \n \n \n \n \n View OBBBA Webinar Series\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.\n A recording of this webinar will be posted to our website here: https://interactivelegal.com/big-beautiful-bill/\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/obbba-part-4-basis-planning-post-obbba/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-07-10-OBBBA-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250813T160000 DTEND;TZID=America/Halifax:20250813T170000 DTSTAMP:20260404T075210 CREATED:20250731T163630Z LAST-MODIFIED:20251230T203711Z UID:47581-1755100800-1755104400@interactivelegal.com SUMMARY:Complimentary Webinar: New Delaware DAPT Case and Asset Protection Planning DESCRIPTION:Complimentary Webinar: Basis Planning After OBBBA\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n In a recent Delaware asset protection case\, In Re CES 2007 Trust\, a self-settled domestic asset protection trust (DAPT) was upheld. The settlor had some foot faults in the administration of the trust and the trust owned other entities\, but neither of those facts were fatal to the positive result. The court upheld the DAPT even though the settlor served as the trust’s investment advisor and as manager of real estate LLCs owned by the trust. This program will review the recent Delaware case and evaluate its import to asset protection planning generally.  The speakers will analyze the facts in the case and make specific recommendations to practitioners as to how to implement similar plans in the future. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n \n \n \n \n \n Alan S. GassmanInterActive Legal Advisor \n \n \n \n \n \n Abigail E. O’Connor\, JDInterActive Legal Advisor \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/complimentary-webinar-new-delaware-dapt-case-and-asset-protection-planning/ CATEGORIES:Hot Topic Webiner ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-08-13-DAPT.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250807T160000 DTEND;TZID=America/Halifax:20250807T170000 DTSTAMP:20260404T075210 CREATED:20250730T180418Z LAST-MODIFIED:20250730T202052Z UID:47575-1754582400-1754586000@interactivelegal.com SUMMARY:OBBBA Part 3: Non-Grantor Trusts\,  Sec. 68(e)\, and Other Post-OBBBA Planning Considerations DESCRIPTION:This webinar is part of our complimentary OBBBA Webinar Series  \n\n\n\n\n\n\n\n\n\n\n\n\n\n Register NOW \n\n\n\n\n\n\n\n\n\n\n\n Complimentary Webinar: Basis Planning After OBBBA\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n OBBBA made a myriad of changes to the tax law. The indirect planning implications are quite significant. This webinar assumes attendees are already familiar with the basic OBBBA changes and will build on that with a discussion of how and when non-grantor trusts may be used\, sometimes differently\, in planning post-OBBBA. \n In particular\, we will cover the repeal of Code Section 68(e) and the application of the new 2/37ths reduction in charitable contribution deductions to trusts. What impact will that change have on existing trusts that have charitable beneficiaries? How will charitable lead trusts be affected? What should trustees of such trusts consider? \n \n \n \n \n \n \n \n \n \n \n \n The use of non-grantor trusts to enhance charitable contribution deductions will still make sense for many taxpayers\, but practitioners should caution clients pursuing that planning of the implications of the new 2/37 reduction. For some clients using QCDs\, bunching\, or other planning techniques may be preferable.   \n \n Register Now\n \n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n \n \n \n \n \n Alan S. GassmanInterActive Legal Advisor \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Complimentary OBBBA Webinar Series  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Part 1: One Big Beautiful Estate Planning Webinar – What to do Now \n \n \n Discover how the newly enacted Big Beautiful Bill (“BBB”)—officially\, the One\, Big\, Beautiful Bill Act—will reshape the landscape for estate planners. In this webinar\, nationally recognized attorneys Jonathan Blattmachr\, Alan Gassman\, and Martin Shenkman break down the BBB’s 14 most impactful tax provisions\, explain their direct and indirect implications for estate planning\, and outline practical strategies you can implement right away. Whether your practice centers on traditional estate planning or sophisticated transfer tax work\, understanding the BBB’s sweeping changes is essential. Watch the full session below to stay ahead of the curve. \n \n \n \n \n \n Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits \n \n \n Discover how the One\, Big\, Beautiful Bill Act (OBBBA) is reshaping charitable planning. In this Hot Topic webinar\, leading estate planning attorneys Martin Shenkman\, Jonathan Blattmachr\, Alan Gassman\, and Robert Keebler break down OBBBA’s most impactful charitable provisions and share advanced strategies—like leveraging non-grantor trusts and CRTs—to maximize income tax benefits. Stay ahead of these sweeping changes with actionable insights you can implement now. \n \n View OBBBA Webinar Series\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.\n A recording of this webinar will be posted to our website here: https://interactivelegal.com/big-beautiful-bill/\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/obbba-part-3/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-07-10-OBBBA-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250806T160000 DTEND;TZID=America/Halifax:20250806T170000 DTSTAMP:20260404T075210 CREATED:20250724T135116Z LAST-MODIFIED:20250806T125954Z UID:47563-1754496000-1754499600@interactivelegal.com SUMMARY:Speaker Series Webinar POSTPONED-Cutting the Cord: Tax Implications of Expatriation DESCRIPTION:Due to unforeseen circumstances\, “Cutting the Cord:  Tax Implications of Expatriation” is being postponed to a later date. We apologize for any inconvenience this may cause\, and hope to see you at the rescheduled event. \n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Please join us for the next installment in the InterActive Legal Speaker Series on a topic that may be foreign to some of us – expatriation. Clients are becoming more interested in this topic\, and this presentation will focus on the tax implications in detail. \n In this webinar\, attorney Sebastian Orozco will provide a detailed examination of U.S. tax issues affecting individuals who expatriate under the framework of Section 877A of the Internal Revenue Code and the newly finalized Section 2801 regulations.  He’ll outline the definitions and criteria for classification as a covered expatriate\, and the resulting tax consequences\, including the mark-to-market exit tax regime\, the treatment of pre-expatriation gifting\, and beneficial interests in trusts.   \n \n \n \n \n \n \n \n \n \n \n \n We’ll learn about compliance requirements\, such as dual-status tax returns and Form 8854—including some of the penalties for non-compliance. Special attention will be given to the treatment of deferred compensation\, nongrantor trusts\, and tax-deferred accounts\, offering practical guidance for navigating the final year of U.S. tax residency. \n The materials also will explore strategic planning opportunities for long-term residents who are considering expatriation\, including treaty-based residency elections and pre-expatriation gifting strategies. The implications of the Section 2801 tax on covered gifts and bequests will be covered\, detailing how the tax is calculated\, reported\, and enforced. Examples will illustrate the tax treatment of distributions from domestic and foreign nongrantor trusts\, and the complexities that surround them. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series Presents \n \n \n \n \n \n \n \n \n \n \n \n \n Sebastian Orozco Segrera \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/speaker-series-webinar-cutting-the-cord-tax-implications-of-expatriation/ CATEGORIES:Speaker Series Webinar ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-08-06-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250724T080000 DTEND;TZID=America/Halifax:20250725T170000 DTSTAMP:20260404T075210 CREATED:20250617T190233Z LAST-MODIFIED:20250702T205005Z UID:47278-1753344000-1753462800@interactivelegal.com SUMMARY:Pennsylvania Bar Institute 2025 Elder Law Institute DESCRIPTION:Harrisburg\, PA\n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n InterActive Legal is a proud sponsor of PBI’s 2025 Elder Law Institute. Today’s older population is growing faster than other age groups and living longer than previous generations. These shifts are creating new opportunities and greater demand for skilled\, knowledgeable elder law attorneys who can advocate for the elderly\, disabled individuals\, and their families. If you are looking for a place that offers critical new information in a well-rounded agenda\, nationally recognized speakers\, your VA credits\, plus fresh ideas for your practice\, then the Elder Law Institute is the program for you! \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Come See Us at PBI’s 2025 Elder Law Institute \n \n \n \n \n \n \n \n \n \n \n \n Steven Palumbo\, Regional Sales Consultant \n \n Schedule a Demo\n \n \n \n \n \n \n \n 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 systems for estate planning and elder law planning attorneys. Steven will show you how InterActive Legal can help grow your practice with educational resources and help you spend less time drafting and more time engaging with clients. \n We look forward to seeing you at the conference. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/pbi-2025-elder-law-institute/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2022/04/Elder-Law.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250723T160000 DTEND;TZID=America/Halifax:20250723T173000 DTSTAMP:20260404T075210 CREATED:20250708T184730Z LAST-MODIFIED:20251230T204431Z UID:47534-1753286400-1753291800@interactivelegal.com SUMMARY:Future of the Estate Planning Profession DESCRIPTION:View Recording \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n Complimentary Webinar: Future of the Estate Planning Profession\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n As we seem to be moving toward some certainty in the amount of the federal estate tax exemption\, it appears that fewer clients will need estate tax planning.  And though clients will always need estate planning\, they may not see the same necessity for an estate planning attorney when the tax planning piece is off the table.  At the same time\, technology and families are both evolving\, laws are changing\, and practitioners face new challenges.  This leads estate planners to wonder:  What is the future of the estate planning profession?  What key factors are transforming our profession?  How can estate planners adapt to these forces?  \n Join Jonathan G. Blattmachr\, Alan F. Rothschild\, Jr.\, Louis S. Harrison\, and Martin M. Shenkman to explore these questions.  They will discuss \n \n \n \n \n \n \n \n \n \n \n \n \n the impact of Artificial Intelligence on estate planning\n the declining relevance of the estate tax for most clients\n increased competition from CPA firms\, wealth advisers/financial planners\, and online drafting services\n the effect of both new family structures and an aging client base\n increased cybersecurity and malpractice risks\n mental health and addiction issues affecting advisers\n the incredible and growing complexity of the laws we have to address\n and more.\n \n \n \n Don’t miss this hour of invaluable information that will impact every estate planning attorney. \n \n \n \n \n \n \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n \n \n \n \n \n Louis S. Harrison \n \n \n \n \n \n Alan F. Rothschild\, Jr. \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/future-of-the-estate-planning-profession/ CATEGORIES:Hot Topic Webiner ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-07-23-Graphic.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250723T000000 DTEND;TZID=America/Halifax:20250726T235959 DTSTAMP:20260404T075210 CREATED:20250603T221246Z LAST-MODIFIED:20250702T204937Z UID:46955-1753228800-1753574399@interactivelegal.com SUMMARY:North Carolina Bar 46th Annual Estate Planning & Fiduciary Law Program DESCRIPTION:Kiawah Island Golf Resort\, Kiawah Island\, SC\n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n Join us this summer for the 46th Annual Estate Planning & Fiduciary Law Program. This program is designed to benefit both new and experienced lawyers alike\, attendees learn practical tips and gain insight to help them navigate challenges and opportunities in the current environment. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Come See Us at the 46th Annual Estate Planning & Fiduciary Law Program \n \n \n \n \n \n \n \n \n \n \n \n Lisa Briley\, Regional Sales Consultant \n \n Schedule a Demo\n \n \n \n \n \n \n \n Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant\, Lisa Briley\, and learn about our comprehensive planning and drafting systems for estate planning and elder law planning attorneys. Lisa will show you how InterActive Legal can help grow your practice with educational resources and help you spend less time drafting and more time engaging with clients. \n We look forward to seeing you at the conference. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/north-carolina-bar-46th-annual-estate-planning-fiduciary-law-program/ CATEGORIES:Conference ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/06/Golf-Conference.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250721T160000 DTEND;TZID=America/Halifax:20250721T173000 DTSTAMP:20260404T075210 CREATED:20250717T182653Z LAST-MODIFIED:20250730T201747Z UID:47550-1753113600-1753119000@interactivelegal.com SUMMARY:OBBBA Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits DESCRIPTION:Register NOW \n\n\n\n \n\n\n\n\n\n\n\n Complimentary Webinar: Future of the Estate Planning Profession\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n The One\, Big\, Beautiful Bill Act (OBBBA) will have a significant impact on a myriad of code provisions.  \n What does OBBBA mean for charitable planning? The new rules are only the tip of the charitable planning iceberg\, including an above-the-line contribution deduction\, contribution carry over rules\, permanently extending the 60% limit for cash contributions to qualified charities\, increased standard deduction\, 2/37 itemized deduction haircut\, excise tax on certain large university endowments\, tax credit for scholarships\, contribution limitation on corporations\, and more. \n \n \n \n \n \n \n \n \n \n \n \n This webinar will review the specific chartable changes made by OBBBA but go deeper to present various strategies designed to maximize income tax benefits – including charitable and other deductions – using non-grantor trusts and other charitable planning techniques. The speakers will consider the questions below\, and more: \n \n \n \n  How can non-grantor trusts be used to enhance contribution deductions?\n What other income shifting strategies may be useful?\n What should taxpayers do in 2025?\n How might CRTs facilitate planning for the new QOZ benefits?\n What impact could OBBBA’s changes have on charitable giving?\n How should practitioners expand their guidance to address charitable planning for the large group of clients\, including ultra-high net worth taxpayers\, who may realize no income tax benefit from charitable donations?\n \n \n \n \n \n \n \n \n Register Now\n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n \n \n \n \n \n Alan S. Gassman \n InterActive Legal Advisor \n \n \n \n \n \n Robert Keebler \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. \n A recording of this webinar will be posted to our website here: https://interactivelegal.com/big-beautiful-bill/\n\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/complimentary-webinar-obbbas-new-rules-change-charitable-planning-non-grantor-trusts-and-other-strategies-to-maximize-benefits/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-07-10-OBBBA-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250716T160000 DTEND;TZID=America/Halifax:20250716T170000 DTSTAMP:20260404T075210 CREATED:20250703T185620Z LAST-MODIFIED:20251230T205334Z UID:47490-1752681600-1752685200@interactivelegal.com SUMMARY:Speaker Series Webinar - Handling the Important Stuff:  Practical Solutions for Estate Planners to Help Clients with Personal Effects DESCRIPTION:View Recording \n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Matt Paxton has been cleaning up estates for 20 years.  You may know him from television\, but his work for heirs over this time span has provided him with a wealth of experience dealing with all types of property for all sorts of families.  The lessons he has learned are invaluable for estate planning and probate attorneys alike.  Estate planners can – and should – help clients plan now to make things easier on heirs later\, through current inventories and decision making\, while also preserving family history and stories.  Attorneys representing clients going through probate can learn different strategies for sorting through the details and literally “cleaning house.”   \n \n \n \n \n \n \n \n \n \n \n \n The assets most important to a family are often those with the least financial value.  An estate planning or elder law attorney who focuses on what means most can truly fulfill the lawyer’s role as a counselor by providing order and tools to bequeath sentimental value as well.  In this webinar\, Matt will provide a unique perspective\, based on his years of working with families\, including: \n \n \n \n Examples of how to tell client stories\n The top 10 items in a home that surprisingly have financial value\n The top 10 items in a home that do NOT have value\n Inventory tools\n The benefits of making gifts during lifetime\n How to build trust within five minutes\n \n \n \n Please join us for the next installment in the InterActive Legal Speaker Series.  We are proud to welcome Matt Paxton and know that he will provide us with several take-aways to help our clients\, whether in the planning or probate phase. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series Presents \n \n \n \n \n \n \n \n \n \n \n \n \n Matt Paxton \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/speaker-series-webinar-handling-the-important-stuff-practical-solutions-for-estate-planners-to-help-clients-with-personal-effects/ CATEGORIES:Speaker Series Webinar ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-07-16-SS-Max-Paxton.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250711T000000 DTEND;TZID=America/Halifax:20250712T235959 DTSTAMP:20260404T075210 CREATED:20250603T212940Z LAST-MODIFIED:20250702T204900Z UID:46950-1752192000-1752364799@interactivelegal.com SUMMARY:South Carolina Bar Al Todd Estate Planning Workshop DESCRIPTION:Kiawah Island\, SC\n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n InterActive Legal is a proud sponsor of the 2025 South Carolina Bar Al Todd Estate Planning Workshop. This advanced level program is designed for experienced estate planners and tax attorneys. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Come See Us at the Al Todd Estate Planning Workshop \n \n \n \n \n \n \n \n \n \n \n \n Lisa Briley\, Regional Sales Consultant \n \n Schedule a Demo\n \n \n \n \n \n \n \n Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant\, Lisa Briley\, and learn about our comprehensive planning and drafting systems for estate planning and elder law planning attorneys. Lisa will show you how InterActive Legal can help grow your practice and help you spend less time drafting and more time engaging with clients.We look forward to seeing you at the workshop. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/south-carolina-bar-al-todd-estate-planning-workshop/ CATEGORIES:Conference ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/06/kiawah-gdc6b18a55_1280-740x424-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250710T120000 DTEND;TZID=America/Halifax:20250710T130000 DTSTAMP:20260404T075210 CREATED:20250708T013254Z LAST-MODIFIED:20250730T201507Z UID:47531-1752148800-1752152400@interactivelegal.com SUMMARY:OBBBA Part 1: One Big Beautiful Estate Planning Webinar - What to do Now DESCRIPTION:Register NOW \n\n\n\n\n\n\n\n\n\n\n\n Complimentary Webinar: Well-Being Trusts: Beyond Distribution Standards\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n The Big Beautiful Bill (BBB)\, or The One\, Big\, Beautiful Bill (OBBBA) is now law. What does this mean for estate and tax planning? \n First\, an overview of the 14 largest tax benefits contained in the BBB will be presented. Even those focusing solely on estate planning need some understanding of the incredible scope of the BBB on the nation’s tax system. This webinar focuses on the “Big Beautiful Bill” and its significant provisions directly and indirectly affecting estate planning. The program discusses various strategies to maximize income tax benefits using non-grantor trusts and charitable planning. Post-BBB protecting assets\, securing income tax benefits and safeguarding assets before the future changes if there is a change of control in Washington\, are all important.  \n \n \n \n \n \n \n \n \n \n \n \n What are the implications of changes to estate planning? This is not just about the increased and “permanent” $15 million exemption. Planning will focus on non-grantor SLANTs and other non-grantor trust structures\, enhanced use of trust protectors and powers of appointment. Upstream planning and other steps to maximize basis step up will all be relevant and are reviewed in this program. The need for flexible planning strategies that can adapt to potential future changes in tax laws\, with a focus on preserving trust access and maximizing income tax savings for clients across various wealth levels will be discussed. \n \n \n \n \n \n \n \n Register Now\n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n \n \n \n \n \n Alan S. GassmanInterActive Legal Advisor \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. \n A recording of this webinar will be posted to our website here: https://interactivelegal.com/big-beautiful-bill/\n\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/complimentary-webinar-one-big-beautiful-estate-planning-webinar-what-to-do-now/ CATEGORIES:Hot Topic Webiner ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-07-10-OBBBA-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250709T160000 DTEND;TZID=America/Halifax:20250709T173000 DTSTAMP:20260404T075210 CREATED:20250626T074641Z LAST-MODIFIED:20251230T222638Z UID:47454-1752076800-1752082200@interactivelegal.com SUMMARY:Complimentary Webinar - Well-Being Trusts: Beyond Distribution Standards DESCRIPTION:Complimentary Webinar: Well-Being Trusts: Beyond Distribution Standards\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n While trusts have always been created to protect beneficiaries\, more can be done to help beneficiaries benefit from the wealth that is bequeathed not actually “to” them\, but for them.  So-called “Well-Being Trusts” are consistent with a growing trend to be more inclusive of what can – and perhaps should – be provided for beneficiaries of trusts\, beyond just making distributions.   \n Delaware\, as it often does\, has lead the charge on this new approach to trust drafting and administration by enacting a new Well-Being Trust statue.  It is an “opt in” provision that drafters can incorporate into new trust documents and include in existing trusts via decanting or non-judicial modification.  In this webinar\, the speakers will discuss the Delaware Well-Being Trust statute and the various issues it raises (not the least of which is potential trustee liability).  Other important issues include: \n \n \n \n \n \n \n \n \n \n \n \n \n Income tax considerations\, such as whether payment for programs for beneficiaries qualifies as a trust administrative expense or carries out DNI\n Using a letter of wishes\n Custom provisions practitioners might include\n Conflicts that could arise in some situations\, such as if a beneficiary is addicted to drugs\n The need for mechanisms to change trustees and/or the terms of the trust.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n Although everyone wants more wealth\, history demonstrates that excess wealth can actually be an inhibitor of creativity and personal fulfillment.  A Well-Being Trust can empower beneficiaries rather than restricting them\, allowing trustees to focus on helping beneficiaries flourish in different ways.  Regardless of the type of trust or jurisdiction involved\, the ideas behind the Well Being Trust can help transform trust practice and administration.  \n \n \n \n \n \n \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n \n \n \n \n Todd Flubacher\, Esq.Morris\, Nichols\, Arsht & Tunnell\, LLP \n \n \n \n \n Abigail O’Connor\, JDInterActive Legal Advisor \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/complimentary-webinar-well-being-trusts-beyond-distribution-standards/ CATEGORIES:Hot Topic Webiner ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/06/2025-07-09-WellBeing-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250702T160000 DTEND;TZID=America/Halifax:20250702T170000 DTSTAMP:20260404T075210 CREATED:20250618T140302Z LAST-MODIFIED:20250625T234644Z UID:47312-1751472000-1751475600@interactivelegal.com SUMMARY:Speaker Series Webinar - Artificial Intelligence and the Estate Planner: Resistance is Futile DESCRIPTION:Register NOW \n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series presents Professor Gerry W. Beyer  “Artificial Intelligence and the Estate Planner:  Resistance is Futile”Artificial intelligence is rapidly being incorporated into estate planning practices. AI products can increase the speed by which you prepare\, review\, and summarize estate planning related documents\, tax returns\, and client communications. Likewise\, the speed by which you can conduct legal and financial research is faster than ever. This presentation is designed to explain how AI operates\, the potential use of AI in your practice\, warnings about the use of AI\, and how to address the ethical issues that arise when using AI.Join Professor Gerry Beyer for valuable insights on artificial intelligence for estate planners.  As the Webinar title indicates\, resistance is futile\, so we should utilize these new tools in the most prudent way possible.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Meet Our Speaker \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series Presents \n \n \n Professor Gerry W. Beyer \n \n Register Now\n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/artificial-intelligence-and-the-estate-planner-resistance-is-futile/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/06/2025-07-02-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250618T160000 DTEND;TZID=America/Halifax:20250618T170000 DTSTAMP:20260404T075210 CREATED:20250611T191643Z LAST-MODIFIED:20250618T184650Z UID:47187-1750262400-1750266000@interactivelegal.com SUMMARY:Profit by Design: Building a High-Impact\, High-Margin Estate Planning Practice DESCRIPTION:Speaker Series Webinar\n\n\n\n\n\n\n\n\n\n Register NOW \n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Most estate planning lawyers are working harder than ever\, but not necessarily smarter. In this workshop\, attorney and legal business strategist Laura Cowan will share a fresh approach to increasing profitability in your practice by redesigning your client journey\, pricing models\, and service delivery systems. Whether you’re a solo or small firm\, you’ll learn how to elevate your perceived value\, streamline your workflow\, and attract the right clients—without adding more hours to your week. \n You’ll walk away with practical tools to boost revenue\, reduce scope creep\, and shift from custom everything to scalable systems. This isn’t about cutting corners. It’s about architecting a law firm that works for you\, so you can do your best work and charge what you’re worth.  about these important asset protection planning strategies. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Meet Our Speaker \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series Presents \n \n \n Laura Cowan\, Esq. \n \n Register Now\n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/profit-by-design/ CATEGORIES:Speaker Series Webinar ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/06/2025-06-18-760x438-1.jpg END:VEVENT END:VCALENDAR