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50th Annual Notre Dame Tax & Estate Planning Institute

The 50th Annual Notre Dame Tax & Estate Planning Institute will take place on September 25-27, 2024, at the Century Center in downtown South Bend, Indiana. This year's conference offers an impressive panel of speakers who will, as always, address topics that cover transfer and income tax savings and other practical planning issues, relevant for a broad range of clients, even those who are not exposed to the estate tax.

Navigating the Dementia Journey: Helping More People

As an attorney, ensuring that your clients with dementia receive the care, respect, and planning they deserve is not just a professional obligation—it's a priority. Join us for "Navigating the Dementia Journey: Helping More People and Making More Money." This educational session is designed specifically for professionals like you who are dedicated to providing comprehensive and forward-thinking services to their clients.

33rd Annual Advanced Elder Law Update Seminar and 2024 VAELA Fall Conference

InterActive Legal is a proud sponsor of the 2024 VAELA Fall Conference. Be sure to stop by our exhibit booth to meet our team 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.

Leveraging Technology for Law Firm Growth

It’s often been said that automation is the future, but most attorneys know that the future is now. Law firms currently use technology in a variety of ways – to manage contact and client information, handle billing, prepare legal documents, and more. Not every firm uses an automated document drafting system, but those that do can often leverage it and use it as a tool for more than just creating documents.

Loper Bright Supreme Court Decision: Opportunity to Reassess Tax Positions

The Loper Bright case, decided by SCOTUS at the beginning of July, and which overruled its 1984 decision in Chevron v. Natural Resources Defense Council, Inc., represents a generation change in the importance of all Federal regulations from those issued under antitrust legislation to those under the Internal Revenue Code.  The decision reclaims for the courts the authority to determine what statutes mean and not what a Federal agency (such as the IRS) claims what they mean, by the issuance of regulations. 

Decoupled State Estate Planning in InterActive Legal

This month’s subscriber drafting webinar will focus on estate tax planning in states that have a separate state estate tax system with a state exemption that is lower than the federal exemption.  In that situation, there is an added layer of complexity when planning for a married couple – how to maximize the use of both exemptions, but pay no estate tax at all at the first spouse’s death.  If the federal exemption is fully utilized, state estate tax will be owed, but if only the state exemption is utilized, the clients may not receive full benefit of the remaining federal exemption.

Medicaid Planning Basics: A High-Level Overview of Crisis and Advance Planning

This course is designed for elder law and estate planning attorneys looking to enhance their ability to support senior clients with long-term care planning. Participants will gain a comprehensive understanding of the Medicaid program, focusing on proactive and crisis planning strategies. The course will explore the role of a well-structured estate plan and the use of irrevocable trusts in facilitating proactive client strategies.

Drafting for Descendants and other Non-Spouse Beneficiaries

With estate tax exemptions remaining high – except in a few select states – estate tax planning is not a priority for many clients.  However, how property passes to one’s family remains a driving force behind client estate planning decisions. Understanding the wide variety of options that are available automatically in InterActive Legal will help you draft client documents more efficiently.  In this webinar, we will review all ways in which property can pass to descendants and other non-spouse beneficiaries, including leaving property in various types of trusts, and the various ways in which those continuing trusts can be structured.  

North Carolina Bar 45th Annual Estate Planning & Fiduciary Law Program

Join us this summer for the 45th 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. 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.

PBI 2024 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!

Generation-Skipping Transfer Tax Planning in InterActive Legal

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

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

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