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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.  

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.

While we don't have actual data, we subjectively believe that most questions we receive in the content/drafting support department here at InterActive Legal start with "How do I..."  This makes complete sense, particularly for new users, who just need to know the quickest route to a solution for their immediate client need - questions like:

Subscriber Drafting Webinars provide continued training on various aspects of using the InterActive Legal software, usually focusing on drafting particular documents or using certain drafting options.  These webinars are free to ILS subscribers. They provide insight and training regarding specific documents and options available within the drafting systems. Subscribers will receive an email outlining the topic of each drafting webinar with instructions for registration.