VAELA 2025 Fall Conference
2025-09-12 07:00 - 16:00 (America/New_York)
Richmond, Virginia

InterActive Legal is a proud sponsor of the Virginia Elder Law Academy (VAELA) 2025 Fall Conference.

Come See Us at the Conference

Lisa Briley, Regional Sales Consultant

Schedule a Demo

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.
We look forward to seeing you at the conference.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Beyond the Will: Dementia Directives, Care Navigation, and Client Advocacy
2025-09-16 12:00 - 13:00
Complimentary Webinar: Beyond the Will: Dementia Directives, Care Navigation, and Client Advocacy

Register Now

Webinar Description

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.
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.

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.

Register Now

Meet Our Speakers

Julie Steinbacher, Esq., CELAInterActive Legal Advisor

Teresa L. Bush, Esq.Director of Education and Content Support ServicesInterActive Legal

Register Now

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

ILS Speaker Series: Estate Planning When Estate Taxes Don’t Matter
2025-09-17 15:00 - 16:00
View Recording

Webinar Description

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.
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.
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:

The bottom line – having an estate plan in place removes a huge burden after death
An estate plan can protect assets from predators and creditors
Clients with high – but not ultra-high – net worth should have a back-up plan in case the exemption drops
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.

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.

InterActive Legal Speaker Series Presents

Teresa L. Bush, Esq.Director of Education and Support Services

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

NYSBA Trusts and Estates Law Section 2025 Fall Meeting
2025-09-25 07:00 - 2025-09-27 16:00
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.

Come See Us at the NYSBA Trusts and Estates Law Section 2025 Fall Meeting

Steven Palumbo, Regional Sales Consultant

Schedule a Demo

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.
We look forward to connecting with you at the conference.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Subscriber Drafting Webinar: Drafting Irrevocable Trusts in InterActive Legal
2025-09-26 11:00 - 12:00
Complimentary Webinar: Future of the Estate Planning Profession

Webinar Description

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.
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.
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.
This webinar is appropriate for subscribers of all practice systems.

Please Note:
InterActive Legal Subscribers will receive an email outlining the topic of each drafting webinarwith instructions for registration.

Meet Our Speakers

Teresa L. Bush, Esq.Director of Education and Content Support Services

Webinar Tips

Subscribers will receive an email with the topic and registration link for each drafting webinar.
After registering, you’ll receive a confirmation email with login details.
Can’t attend live? Register anyway—you’ll get a link to the recorded session afterward.
Recordings are also available in the Subscriber Help Center..
Visit Upcoming Events to see what’s next at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

ILS Speaker Series: Running the Numbers for a $100 Million Plus Estate Tax Plan-What Works Best for Your Most Important Clients
2025-10-01 15:00 - 16:00
View Recording

Webinar Description

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.
Attendees will receive free use of EstateView Estate Planning calculation and illustration software and other useful tools.

InterActive Legal Speaker Series Presents

Alan S. Gassman, Esq.InterActive Legal Advisor

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

InterActive Legal Academy Estate Planning Tax Series
2025-10-06 12:00 - 2025-10-31 13:00
Learn More and Register

Tues & Thurs: Live Online InstructionFri: Drafting Workshops Q&A

The 2nd Annual University of South Carolina Joseph F. Rice School of Law Estate Planning Conference
2025-10-09 07:00 - 2025-10-10 16:00
Columbia, South Carolina

InterActive Legal is a proud sponsor of the 2nd Annual University of South Carolina Joseph F. Rice School of Law Estate Planning Conference.

Come See Us at the Conference

Lisa Briley, Regional Sales Consultant

Schedule a Demo

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.
We look forward to connecting with you at the conference.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Serving Hispanic Families with Compassionate Estate Planning: Practical Insights for Advisors
2025-10-09 15:00 - 16:20
Complimentary Webinar: Future of the Estate Planning Profession

View Recording

Webinar Description

Build Trust and Deliver Compassionate Estate Planningfor Hispanic Families
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.

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?
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.

View Recording

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.

Our Speakers

Martin M. Shenkman, Esq.InterActive Legal Advisor

Sonia Muñoz Gallagher, Esq.Family Wealth Law, LLC

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

ILS Speaker Series-Digital Assets: Handling a Decedent's Online Presence
2025-10-15 15:00 - 16:00
View Recording

Webinar Description

Join Lee Poskanzer, CEO of Directive Communication Systems and The Digital Death Clinic. a leading authority on digital estate property succession management, for an engaging webinar facilitated by the Interactive Legal.
This session will explore the evolving landscape of online accounts and digital assets with a focus on the legal, practical, and human dimensions that attorneys must address. Participants will gain insight into digital property governance and controls, including the intersection of laws, content provider Terms of Service, the inherent qualities of digital property, and the ways human behavior can complicate or enable effective administration and settlement.

The webinar will also examine the profound influence of social media—pre- and post-death—on families, reputations, and legal responsibilities, as well as the realities of the custodial environment where these assets are stored and accessed. From new asset types like AI, cryptocurrency, and NFTs to cloud-based archives and social platforms, Lee will share strategies and best practices to help practitioners advise clients, mitigate risks, and ensure smoother transitions in an increasingly digital world.

InterActive Legal Speaker Series Presents

Lee PoskanzerInterActive Legal Advisor

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Stetson University National Conference on Special Needs Planning and Special Needs Trusts
2025-10-22 07:00 - 2025-10-24 16:00
Clearwater Beach, FL

Celebrating 27 years, Stetson’s National Conference on Special Needs Planning and Special Needs Trusts provides three days of programming with nationally recognized speakers who will cover the major issues presented in the creation, administration, monitoring, and planning of special needs trusts.

Come See Us at the National Conference on Special Needs Planning and Special Needs Trusts

Lisa BrileyRegional Sales Consultant

Teresa L. Bush, Esq.Attorney, Director of Education and Support Services

Matthew ToveDirector, Marketing & Sales

Schedule a Demo

Be sure to stop by InterActive Legal’s 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.
We look forward to meeting you at the conference.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Bergen County Estate Planning Council Estate Planners' Day
2025-10-29 07:30 - 10:00
The Brick House, Wyckoff, NJ

InterActive Legal is a proud sponsor of the Bergen County Estate Planning Council (BCEPC) Estate Planners’ Day.
BCEPC is an interdisciplinary organization that supports the team concept of estate and wealth planning. BCEPC was organized for study, research, idea sharing, educational sessions and critical examination of problems germane to the field of estate planning.

Come See Us at BCEPC Estate Planners’ Day

Steven Palumbo, Regional Sales Consultant

Schedule a Demo

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.
We look forward to connecting with you at the conference.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More
2025-10-29 15:00 - 16:00
Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More

Webinar Description

Domestic Asset Protection Trusts (DAPTs) were upheld in a recent DE case. Subsequent to that the defendants was tagged in a CO decision Can IV Packard Square LLC v. Harbor Real Estate Company, LLC and Craig E. Schubiner, No. 23-cv-00934-CYC (D. Colo. Sept. 22, 2025). Does that impact DAPT or asset protection planning?
There is growing discussion of terminating irrevocable trusts to cause appreciated assets to be included in someone’s estate to gain a basis step-up. What issues should be considered and what approaches should be evaluated?
Every adviser gets inquiries from prospects that would be best not to be accepted as a client. How can AI quickly help you identify those potential bad eggs you want to avoid? How should you implement such a process to avoid issues?

Many new clients come with long complex existing irrevocable trusts. How can you efficiently identify issues and planning opportunities in those trusts using AI? For example, if there are powers of appointment your client holds you want to be able to advise them on the pros/cons of exercising them.
Finally, an approach that is not only protective for the practitioner, but appreciated by most clients, is to offer several planning options. If those options can be illustrated and explained with numbers, some clients will understand them better.

View Recording

Meet Our Speakers

Alan S. Gassman, Esq.InterActive Legal Advisor

Martin M. Shenkman, Esq.InterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

The 60th Annual Southern Federal Tax Institute
2025-10-30 07:00 - 2025-10-31 16:00
Grand Hyatt, Atlanta Georgia

InterActive Legal is a proud sponsor of the 60th Annual Southern Federal Tax Institute.
This premier program delivers high quality, in-depth coverage of recent developments and cutting-edge topics in tax and estate planning.The 2025 Institute will be a hybrid event. Join us in-person at the Grand Hyatt Atlanta in Buckhead or attend virtually from your home/office.

Come See Us at the Conference

Lisa Briley, Regional Sales Consultant

Schedule a Demo

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.
We look forward to connecting with you at the conference.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

51st Annual Notre Dame Tax & Estate Planning Institute
2025-11-05 07:00 - 2025-11-07 16:00
InterActive Legal is a proud sponsor of the 51st Annual Notre Dame Tax & Estate Planning Institute

This year’s Institute will be delivered exclusively in an online, virtual format, rather than in person.
Since this event is virtual, we encourage you to schedule a demo with our Regional Sales Consultant, Steven Palumbo. He will provide an overview of InterActive Legal’s comprehensive planning and drafting systems for estate planning and elder law attorneys, demonstrating how our solutions can enhance efficiency, support professional growth, and allow you to focus more on serving your clients.

Steven Palumbo, Regional Sales Consultant

Schedule a Demo

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

ILS Speaker Series-Introduction to Medicaid Planning for Estate Planners: Proactive and Reactive Strategies
2025-11-07 12:00 - 13:00
View Recording

Webinar Description

Estate planning and Medicaid planning have common elements, such as creating trusts for asset protection, but they also have unique issues.
This course is designed for estate planners who are interested in learning more about the basics of Medicaid planning. Some clients can plan ahead for future Medicaid qualification while others have a more urgent need, and we’ll cover both proactive advance planning and reactive crisis planning.
Participants will gain an understanding of the Medicaid program, enhancing their ability to support senior clients.

Key Topics Include:

Introduction to Medicaid Eligibility: Understand the criteria and process for Medicaid qualification.
Advance Planning with Trusts: Irrevocable trusts are often used to plan ahead for Medicaid qualification. We will introduce various features of these trusts designed to protect families and minimize overall taxation.
Crisis Planning, Including Medicaid Compliant Annuities: Learn the definition, requirements, and strategic application of Medicaid Compliant Annuities.
Funeral Expense Trusts: Explore how Funeral Expense Trusts can serve as effective planning tools.
Case Studies: Examine real-world scenarios that demonstrate how crisis planning tools like Medicaid Compliant Annuities have expedited eligibility for the Long-Term Care Medicaid Program, even when clients are already in nursing homes.

By the end of this course, attorneys will be equipped with the knowledge and tools necessary to navigate the complexities of long-term care planning, ensuring optimal outcomes for their senior clients.

InterActive Legal Speaker Series Presents

Jim Wolverton, JD

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Extension and Increase of Basic Exclusion Amount: Including Impact On “Moderately” Wealthy Clients
2025-11-12 15:00 - 16:00
Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More

View Recording

Webinar Description

This webinar will provide a discussion of a wide range of current estate planning topics in the post-OBBBA environment:

Non grantor trusts can be used to maximize charitable contributions and SALT and other OBBBA benefits.
Non-grantor SLANTs are an important technique, but who qualifies as an adverse party?
Terminating existing trusts for basis step up has become a conversation topic with many clients, but does it make sense?
When and how might it be accomplished?
What are the pros/cons and considerations of terminating a trust?

Other topics will be touched on as well. For example, asset protection – and in particular domestic asset protection trusts (DAPTs) – are important to planning with the new high exemption to ensure access. Recent cases from Delaware and Colorado will be reviewed. Many of the decisions about which type of trust to use for which client have changed – such as incomplete vs. completed gift trusts considering the higher exemption and basis step up. Determining how much access to give a settlor in an irrevocable trust has evolved. This new calculus – hybrid DAPT, SPAT, loans, underlying entities, tax reimbursement (new CCA) – will be reviewed, along with how to adapt planning for clients of moderate wealth. We’ll discuss when it makes more sense to use local trusts and individual trustees, instead of settling a trust in a different state with an institutional trustee. We’ll also cover portability, including the recent Rowland estate – many clients may overlook the portability option due to the newly-high “permanent” exemption, but most should still file to preserve the deceased spouse’s unused exemption (DSUE).

View Recording

Meet Our Speakers

Jonathan G. Blattmachr, Esq.InterActive Legal Advisor

Martin M. Shenkman, Esq.InterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

5th Annual Million Dollar Solutions (MDS) Dementia Focused Practice® Conference
2025-11-13 07:00 - 2025-11-15 16:00
Tempe, AZ

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

Come See Us at the Conference

Lisa BrileyRegional Sales Consultant

Teresa L. Bush, Esq.Attorney, Director of Education and Support Services

Matthew ToveDirector, Marketing & Sales

Schedule a Demo

Be sure to stop by InterActive Legal’s exhibit booth to meet our team 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.
We look forward to meeting you at the conference.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

InterActive Legal Academy Masterclass Series: "Why Your Client Can’t be Trustee - or Can They?"
2025-11-19 15:00 - 16:00
The InterActive Legal Academy Masterclass Series is an exclusive new CLE-included program featuring elevated, fee-based events that deliver advanced insights from the nation’s leading estate planning professionals.

CLE Credit included: 1.0 General CLE Credit (Approved in CA, FL, IL, NJ, NY, and TX; self-submit available in other states)

Cost: $70.00

Estate planning and asset protection both usually involve giving property away, often in trust, and someone must be named as the trustee. Some clients – who may not be keen on the idea of transferring property to begin with – may want to maintain control and therefore would like to be the trustee. Other clients may not have anyone else that they trust to fill that role and therefore would like to serve as trustee themselves. These scenarios raise the important question of when a client who creates a trust can serve as trustee.
A trust creator could retain some limited control – perhaps by serving as a Trust Protector or as a trustee with very defined (and limited) powers. But in many cases, it’s arguably best if the creator of the trust has no control over the trust at all.

In this webinar, Jonathan Blattmachr and Michael Graham, co-founders of InterActive Legal, will draw from their years of estate planning and tax experience to discuss the reasons behind the general rule that the creator of a trust should not be the trustee, and to consider when we might carve out exceptions to that rule. We’ll cover the concept of Trust Protectors as well as trustees who serve with limited powers. The presentation will also examine relevant authority, including a variety of applicable cases. We will also discuss the important issue of substance over form in the context of trust control – where the way a trust actually operates can be problematic, even though it was set up properly. Join us for expert thoughts on a topic relevant to clients of all levels of wealth.

InterActive Legal is partnering with Beacon Live to offer CLE Credit for this webinar. You will need to create a Beacon Live account (or use your existing account) to register for this event.

Learn from InterActive Legal’s Founders!

Jonathan G. Blattmachr, Esq.InterActive Legal Editor in Chief and Co-Founder

Michael L. Graham, Esq.InterActive Legal Chairman and Co-Founder

InterActive Legal is partnering with Beacon Live to offer CLE Credit for this webinar.You will need to create a Beacon Live account (or use your existing account) to register for this event.

Continuing Education Credits

Approved CLE Credit: 1.00 General Credit
Cost: $70.00
Approved Jurisdictions: CA, FL, IL, NJ, NY, TX
Self-submit available in other states

Webinar Tips

This webinar is being hosted on the Beacon Live platform.
You will need to create a Beacon Live account (or use your existing account) to register for this event.
Webinar access instructions will be provided after registration.
Please note that your link is uniquely registered to you and cannot be shared with anyone.
Playback of this webinar will NOT be immediately available. The recording may be available at a later date.
Visit our website event page to learn more about what is happening at InterActive Legal.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

ILS Speaker Series-Medicaid Planning Trusts: What to Use, When, and Why
2025-12-03 15:00 - 16:00
View Recording

Webinar Description

Elder Law and special needs planning attorneys use different types of trusts for different purposes, based on each client’s situation – first-party and third-party trusts, d(4)(A) and d(4)(C) trusts, trusts to allow qualification for Veterans Benefits or Medicaid…the list goes on. And within each type of trust, different drafting decisions are made for various tax and non-tax reasons. In this webinar, Letha McDowell will discuss the different types of trusts unique to elder law and special needs planning and provide some guidance on which trust to use in various situations. In addition, specific trust provisions that can be included to reduce overall taxation and provide future asset protection for family members will also be covered. Join us for a primer on this important category of trust planning.

InterActive Legal Speaker Series Presents

Letha Sgritta McDowell, CELA, CAP

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

2025 Academy of Florida Elder Law Attorneys (AFELA) UnProgram
2025-12-05 07:00 - 2025-12-06 16:00
Orlando, FL

InterActive Legal is a proud sponsor of the 2025 Academy of Florida Elder Law Attorneys (AFELA) UnProgram.
The UnProgram Advanced track is limited to AFELA Member attorneys practicing in the area of Elder Law for 5+ years. The schedule reflects sessions devoted to discussing elder law hot topics in a group format initiated by attorneys in attendance.
The UnProgram Meet the Mentors program is open to all attorneys. The program is comprised of diverse breakout sessions, each of which is geared toward elder law attorneys with varying levels of experience. There are advanced sessions as well as sessions focusing on more basic concepts. Participants, facilitators and sponsors will engage in relaxed networking and share information in intimate group workshops.

Come See Us at the Conference

Matt Tove, Director, Sales and Marketing

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.
We look forward to seeing you at the conference.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Massachusetts NAELA Dinner Meeting and Vendor Fair
2025-12-11 15:30 - 19:00
Embassy Suites, Waltham, MA

InterActive Legal is a proud sponsor of Massachusetts NAELA Dinner Meeting, Advocacy/Public Policy, and Vendor Fair.

Come See Us at the Massachusetts NAELA Event

Steven Palumbo, Regional Sales Consultant

Schedule a Demo

Join Us at the Massachusetts NAELA Dinner Meeting, Advocacy/Public Policy, and Vendor Fair!
Be sure to stop by InterActive Legal’s booth to connect with Steven Palumbo and chat about how our innovative estate planning and elder law drafting tools support your daily practice.
InterActive Legal’s Elder Law Planning™ system helps you navigate Medicaid and asset protection planning with ease—so you can focus on what matters most: your clients.
We look forward to seeing friends and colleagues at the Massachusetts NAELA event!

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

LLC Planning and Drafting to Accomplish Estate Planning Objectives
2025-12-15 15:00 - 15:30
Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More

View Recording

Webinar Description

The use of LLCs in estate planning is shaped by a complex interplay of state law, federal tax statutes, and judicial decisions. This program will discuss advanced drafting techniques for LLC operating agreements, focusing on asset protection, tax compliance, and estate inclusion risks.
For clients with numerous LLCs, a master operating agreement with exhibits listing each entity and authorized signatories can simplify administration. In Wandry v. Commissioner, T.C. Memo 2012-88 the Tax Court upheld a formula clause transferring a fixed dollar amount of LLC interests. But in Sorensen v. Commissioner, T.C. Memo 2018-34 the IRS challenged the taxpayer’s failure to respect valuation adjustment mechanisms.

How can taxpayers adhere to formalities of these mechanisms so that they will be respected? In the Estate of Powell v. Commissioner, 148 T.C. No. 18 (2017) because the decedent had retained control over liquidation or distribution of an LLC it resulted in estate inclusion under IRC §2036(a). What steps can be taken to avoid this negative result? Strategies might include creating special voting membership interests for liquidation/distribution decisions, held by independent trustees.
Another may be to use “authorized members” or trust protectors to approve key decisions, ensuring the transferor cannot exercise indirect control. These and other practical issues will be reviewed.

View Recording

Meet Our Speakers

Jonathan G. Blattmachr, Esq.InterActive Legal Advisor

Martin M. Shenkman, Esq.InterActive Legal Advisor

Alan S. Gassman, Esq.InterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

ILS Speaker Series: International Estate Planning Part 1 – Advising Foreign Clients with US Assets and Beneficiaries
2025-12-17 15:00 - 16:00
View Recording

Webinar Description

Estate planning for foreign clients with US assets requires understanding the intersection of US tax law, international treaties, and foreign legal systems—areas where many practitioners lack deep expertise. This foundational webinar informs attorneys about the primary estate and gift tax challenges that arise when representing international clients or US clients with foreign connections. Additionally, the webinar will explore alternative estate and gift structuring strategies for foreigners with US-based assets or beneficiaries.Join attorney Eli Akhavan for the final 2025 presentation of InterActive Legal’s Speaker Series. Eli is a frequent speaker and writer on cross border planning and asset protection, and the ideal person to guide us through the issues involved in advising foreign clients.

InterActive Legal Speaker Series Presents

K. Eli Akhavan

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

2025 Planning Review and Year End Planning Tips
2025-12-18 15:00 - 16:00
Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More

View Recording

Webinar Description

A look at some of the significant developments of 2025, what planning might still be done before year end, and the importance of continued planning in the current environment.
Discussions will include:

Roth conversions for large IRAs
Pecuniary funding clauses in a volatile stock market and the importance of a 645 election
Why a recent Delaware asset protection case should change how practitioners view trust planning
Using AI to be culturally sensitive
Defined value clause mistakes
Basis planning with Community Property Trusts, GPOAs, and other techniques
Florida now has a Series LLC statute but is it a trap for the unwary?
The Rowland case and portability
The Gali case and family loans
and more

View Recording

Meet Our Speakers

Jonathan G. Blattmachr, Esq.InterActive Legal Advisor

Alan S. Gassman, Esq.InterActive Legal Advisor

Robert S. Keebler, CPAKeebler & Associates, LLP

Martin M. Shenkman, Esq.InterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

60th Annual Heckerling Institute on Estate Planning
2026-01-12 07:00 - 2026-01-16 16:00
The Nation’s Largest Gathering of Estate Planning Professionals

Orlando World Center Marriott, Orlando, Florida

InterActive Legal is once again a Proud Platinum Sponsorat the Heckerling Institute on Estate Planning

The Heckerling Institute on Estate Planning — where the future of estate planning takes shape through world-class programming, invaluable networking opportunities, and the industry’s largest exhibit hall dedicated exclusively to estate planning solutions.

Many thanks to our subscribers, future subscribers, and wonderful staff for making the 60th annual Heckerling Institute on Estate Planning a great success!

Thank you Natalie Choatefor your continued support and contributions to InterActive Legal and our subscribers.

InterActive Legal was honored to hostNatalie B. ChoateILS Special Advisor on Retirement Benefitsat our exhibit booth.

Heckerling Booth RaffleWinner

Free Post-Event WebinarHeckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2026 Institute and More

Date and Time: Thursday, January 29, 2026, 4:00pm – 5:30pm ET
Presented by: Jonathan Blattmachr, JD, Abigail E. O’Connor, JD, Martin Shenkman, Esq., and Thomas A. Tietz, JD

What Heckerling 2026 Means for Estate Planning Attorneys

This year’s Heckerling Institute highlighted major issues estate planners are already confronting—from jurisdictional planning challenges and fiduciary risk to global investors and evolving trust strategies. This webinar distills those discussions into a focused, practical session led by experienced practitioners who translate Heckerling insights into real-world planning considerations you can apply immediately.

View Recording

This presentation is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute is not responsible for its content. For information about the Heckerling Institute, including the 2026 conference, visit www.law.miami.edu/heckerling.

Complimentary Access to timely contentfrom InterActive Legal’s experts

Attorney News Blog

Our Attorney News Blog provides timely knowledge to help attorneys succeed in the evolving areas of Estate Planning, Tax Planning, and Elder Law.

Getting In Front of New Clients: Don’t Let AI Eat Your Lunch! Matt Tove
Stuck in the Middle: The Ethics of Representing Couples in Estate PlanningVanessa L. Kanaga, Esq.
Death, Taxes, Certainty, and Uncertainty Teresa L. Bush, Esq
Estate Planning for Mid-Net Worth Families: A Guide in Blog Form Deirdre Wheatley-Liss Esq.
Navigating the SECURE Act: Implications for Estate Planning with Retirement Accounts Salvatore LaMendola Esq.

Attorney News Blog

OBBBA Webinar Series

The Big Beautiful Bill (BBB), or the One, Big, Beautiful Bill (OBBBA) is now law. What does this mean to planning? Learn from our panel of experts: Jonathan G. Blattmachr, Alan S. Gassman, Robert S. Keebler, CPA, and Martin M. Shenkman.

Part 1: One Big Beautiful Estate Planning Webinar – What to do Now
Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits
Part 3: Non-Grantor Trusts, Sec. 68(e), and Other Post-OBBBA Planning Considerations
Part 4: Basis Planning Post OBBBA
Part 5: Basis, NonGrantor Trusts and More: 2 Hour Deep Dive on Post-OBBBA Planning

OBBBA Webinars

Speaker Series Webinars

The InterActive Legal Speaker Series seeks the best and the brightest estate planning attorneys to share their expertise with their peers.

Digital Assets: Handling a Decedent’s Online PresenceLee Poskanzer
Artificial Intelligence and the Estate Planner – Resistance is FutileProfessor Gerry W. Beyer
Estate Planning When Estate Taxes Don’t Matter Teresa L. Bush, Esq.
You Said What? A Trustee’s Take on Seemingly Innocuous Trust ProvisionsAbigail O’Connor, JD
Cutting the Cord: Tax Implications of ExpatriationSebastian Orozco Segrera, Esq.

Hot Topic Webinars

Join our nationally renowned experts as they share essential valuable information on Hot Topics relevant to your practice and clients.

Practice Better: AI, Planning Numbers, Defensive Steps and MoreMartin M. Shenkman, Esq., and Alan S. Gassman, Esq.
SLATs for Clients with Less than $30 MillionJonathan G. Blattmachr, JD, Robert S. Keebler, CPA, and Martin M. Shenkman, Esq.
Ensuring Your Wellness: The Daily Steps an Estate Planner Can Take to Enhance Happiness and HealthMartin M. Shenkman, Esq., Louis S. Harrison, Esq., and Amanda Koplin
Well-Being Trusts: Beyond Distribution StandardsJonathan G. Blattmachr, JD, Abigail O’Connor, JD, Martin M. Shenkman, Esq.,and Todd Flubacher, Esq.
Future of Estate Planning ProfessionJonathan G. Blattmachr, JD, Martin M. Shenkman, Esq., Louis S. Harrison, Esq., and Alan F. Rothschild Jr.

View our Webinar Catalog for a complete listing of InterActive Legal webinars.

Webinar Catalog

Meet Our Heckerling Team

Jonathan G. Blattmachr, Esq.InterActive Legal Editor in Chief and Co-Founder

Michael L. Graham, Esq.InterActive Legal Chairman and Co-Founder

Mike WelchChief Executive Officer

Teresa L. Bush, Esq.Director of Education and Support Services

Mohineet Khosla, Esq.Director of Content Development

Rebecca Strub, Esq.Legal Content Manager

Deslin SimmonsSenior Application Developer

Matthew ToveDirector, Marketing & Sales

Lisa BrileyRegional Sales Consultant

Steven PalumboRegional Sales Consultant

Suzanne MarlerDirector of Customer Success and Human Resources

Amanda BoardmanContent Success Manager

InterActive Legal Advisors Attending Heckerling

Natalie B. Choate, Esq.

Abigail O’Connor, JD

Stephen J. Silverberg, Esq., CELA, Fellow, Cap, AEP®

Howard M. Zaritsky, JD LLM

Alan S. Gassman, Esq.

Vanessa L. Kanaga, Esq.

Mary E. Vandenack, Esq. CAP®

Dana N. Dobosz, Esq.

Neeli G. Shah, Esq.

Michael R. Stiff, Esq.

G. Christopher Wright, Esq.

Marty M. Shenkman, Esq.

Shana N. Fink, Esq.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

New York State Bar Association (NYSBA) Annual Meeting
2026-01-13 07:00 - 2026-01-16 16:00
InterActive Legal is a proud sponsor of New York State Bar Association (NYSBA) Annual Meeting. The NYSBA Annual Meeting is where leading legal professionals connect, learn, and advance the practice of law.

Join us at NYSBA Annal Meeting

Deanne McDougall, Operations Manager

Schedule a Demo

Stop by our exhibit booth to meet Deanne McDougall, InterActive Legal’s Operations Manager, and explore our cutting-edge drafting systems:

Wealth Transfer Planning ™ – the most advanced and intuitive tool for creating sophisticated, customized estate plans.
Elder Law Planning™ – simplifying Medicaid and asset protection planning so you can focus on your clients.

See how InterActive Legal empowers today’s estate planners and elder law attorneys to work smarter and serve better.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

ILS Speaker Series: Planning with Directed Trusts
2026-01-14 15:00 - 16:00
View Recording

Webinar Description

Directed Trusts: A Smarter Way to Plan for Modern Clients.
Directed trusts are a powerful—and often underutilized—planning tool that can help estate planning attorneys meet today’s realities: complex family dynamics, evolving asset classes, and heightened fiduciary risk. In this one-hour webinar, attorney Mary Vandenack explains what a directed trust is and why it matters—specifically how it separates traditional trustee responsibilities so that an administrative trustee can take direction from specialized “directors” or advisors over investments, distributions, special holdings, charitable decisions, and more.
You’ll gain practical guidance on when to recommend directed trusts for clients, along with drafting considerations that help avoid common pitfalls—like unclear authority, reporting gaps, and mismatched liability.

Mary also explores real-world applications, including planning for closely held businesses, concentrated stock, blended families, beneficiaries with special needs, and long-term multi-generational trusts—plus the strategic value of situs flexibility and jurisdictional options as laws continue to evolve.Join us for a practical, attorney-focused session on how directed trusts can add flexibility, improve administration, and better align trustee responsibilities with real-world client goals.

InterActive Legal Speaker Series Presents

Mary E. Vandenack, Esq.

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

ILS Speaker Series: Using Pooled Trusts as a Safety Net When Drafting Estate Plans
2026-01-28 15:00 - 16:00
View Recording

Webinar Description

Master Pooled Trust Strategies to Protect Your Clients—Even When the Unexpected Happens
Pooled special needs trusts can provide an essential safety net in estate plans. Attorneys who draft estate plans must anticipate the unexpected—a client’s unforeseen disability, a fiduciary who becomes ill, a contentious relationship between the beneficiary and the fiduciary, or assets that are depleted below the corporate fiduciary’s minimum. By including additional authorities in documents, attorneys-in-fact, executors, and trustees can react to unforeseen circumstances and create and fund pooled special needs trusts for clients and their loved ones without the need for court involvement. After giving an overview of pooled special needs trusts, this presentation will cover powers that should be considered for inclusion in trusts, wills, and powers of attorney to utilize pooled special needs trusts as a safety net.

What You’ll Learn:

What is a pooled special needs trust (PSNT)?
How to incorporate pooled special needs trusts into estate plans (will include sample drafting language)
Overview of ABLE Act accounts

InterActive Legal Speaker Series Presents

Ben Tiefenback, Esq

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2026 Institute and More
2026-01-29 15:00 - 16:30
Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More

View Recording

Webinar Description

The 60th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on January 12-16, 2026. The Institute is the preeminent estate planning conference of the year and always provides a full week of valuable seminars covering a broad range of estate planning issues for all types of practitioners and all types of clients. Not only does the Institute inform planners of new developments from the past year and state-of-the-art estate planning techniques, but it also includes an array of eclectic topics to broaden the knowledge and perspective of practitioners attending.
Each year we find it impossible to condense this massive amount of education into 90 minutes. Therefore, this presentation will provide an overview of the highlights of this Institute and identify core themes and takeaways that will inform planners about what to expect in 2026.
Those highlights include:

Recent decisions, including differing powers of appointment over different sub-trusts, loan issues, and Galli, Rowland, and portability
The intersection of Family Law and Estate Planning – SLATs, divorce, other matrimonial issues, ethics, and more
Creative trust planning strategies – splitting and splicing and why split interest purchases in trust are better than GRATs and QPRTs
Trust administration issues, including inherited retirement assets in trust
Addressing conflict/choice of law issues
And, of course, OBBBA

We look forward to having you join us.

View Recording

This presentation is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute is not responsible for its content. For information about the Heckerling Institute, including the 2025 conference, visit www.law.miami.edu/heckerling.

Meet Our Speakers

Jonathan G. Blattmachr, Esq.InterActive Legal Advisor

Abigail O’Connor, JDInterActive Legal Advisor

Martin M. Shenkman, Esq.InterActive Legal Advisor

Thomas A. Tietz, JDShenkman Tietz Law

Complimentary Content from our Experts

In honor of this year’s Heckerling Institute, Interactive Legal is giving away complimentary access to timely content from our experts.

Complimentary Content

Webinar Tips

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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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

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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.

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