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Heckerling 2025

InterActive Legal proudly continues to be a Platinum Sponsor of the 58th Annual Heckerling Instititute on Estate Planning. The Heckerling Institute on Estate Planning is the nation’s premier educational conference for all members of the estate planning team including attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors.  In addition to providing the highest quality educational programming, the Institute offers unparalleled networking and professional development opportunities, including the nation’s largest exhibit hall dedicated entirely to the estate planning industry.

Your Client Wants to Name a Trust as the Retirement Plan Beneficiary … Now What?

Laws change, but in many respects, the laws related to estate planning and taxation can change slowly, or not much at all.  Tax exemptions and rates change, of course, but the laws themselves - not so much.  One major deviation from this maxim was the SECURE Act, which came as a bit of a surprise at the end of 2019.  It was followed by SECURE 2.0, proposed regulations, and then (finally!) final regulations, all of which combine to create a new landscape for clients who want to leave their retirement plans or IRAs in trust.  For many clients, retirement assets comprise the bulk of their net worth and preserving them is a common goal.  Hence, knowing how to use trusts for these assets is an important tool for estate planners.

Frequently Asked Questions and Answers

The first Subscriber Drafting Webinar for 2025 will focus on what we feel is most important to our subscribers – answers to your questions. We will start off by covering a group of questions that we are asked most often and then take as many questions live from the audience as possible. Subscribers can also submit questions in advance by emailing them to [email protected].

Heckerling Themes and Takeaways:  Reviewing the Most Important Topics Discussed at the 2025 Institute and More

The 59th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on January 13-17, 2025. 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.

Gun Trusts: The Lethal Pitfalls in Drafting and Firearms Issues in Probate

It comes as a surprise to many people that federal law permits civilians to own machine guns, suppressors, and similar items. They can be owned by individuals, business entities such as LLC's and nonprofit corporations, and by trusts. Over the last fifteen years or so, the NFA trust has become the preferred method of ownership. This presentation will discuss the legalities of owning NFA firearms, the process of forming an NFA trust, the operation of the trust, and the legal pitfalls in drafting NFA trusts.

17th Annual PAELA Winter Conference

InterActive Legal is a proud sponsor of  PAELA's 16th Annual Winter Conference.  Stop by our exhibit booth and let us show you why Elder Law and Estate Planning professionals turn to us as their main resource for the latest planning strategies.

Subscriber Drafting Webinar

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.

2025 Estate Planning and Elder Law Marketing Summit by Bambiz

InterActive Legal is a proud sponsor of the 2025 Elder Law & Estate Planning Marketing Summit in Orlando, Florida. This event provides a roadmap to a more efficient, profitable, and less stressful law practice. Be sure to stop by InterActive Legal's exhibit booth and let us show you why Elder Law and Estate Planning professionals turn to us as their main resource for the latest planning strategies.

Subscriber Drafting Webinar

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.

Subscriber Drafting Webinar

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.

2025 NAELA Annual Conference & Pre-Programs

Join InterActive Legal at the 2025 NAELA Annual Conference and Pre-programs NAELA's Annual Conference has provided elder and special needs law professionals an unparalleled opportunity to learn, discover, and succeed in the field. At this year’s Annual Conference, you'll engage with thought-provoking speakers and experience cutting-edge Continuing Legal Education programming designed to help you expand your outlook and sharpen the skills and knowledge you need to excel in your practice.
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