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OBBBA Part 5: Basis, NonGrantor Trusts and More: 2 Hour Deep Dive on Post-OBBBA Planning

The OBBBA has reshaped trust and tax planning, raising new questions and opportunities for practitioners. This two-hour program will examine whether life insurance in trusts should be surrendered or repurposed, how basis planning is affected, and when (if ever) to unwind trusts for a step-up in basis. We’ll address incomplete vs. complete gifts, Kiddie Tax concerns, and state law opportunities such as Community Property Trusts and JESTs. The session also explores income shifting with non-grantor trusts, DNI and 643(f) challenges, charitable deduction strategies post-OBBBA, and key considerations when converting grantor to non-grantor trusts. Attendees will leave with practical, actionable insights for navigating post-OBBBA planning with confidence.

Conference

VAELA 2025 Fall Conference

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

Beyond the Will: Dementia Directives, Care Navigation, and Client Advocacy

As the landscape of elder law grows increasingly complex, understanding and advising on dementia-specific directives has never been more crucial. That’s why I’m excited to invite you to our upcoming webinar: “Beyond the Will: Dementia Directives, Care Navigation, and Client Advocacy” featuring Julie Steinbacher, Esq., CELA, President of The Million Dollar Solution and elder law expert, and Teresa L. Bush, Esq., Director of Education & Support Services at InterActive Legal.

Speaker Series

Estate Planning When Estate Taxes Don’t Matter

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.

NYSBA Trusts and Estates Law Section 2025 Fall Meeting

NYSBA Trusts and Estates Law Section 2025 Fall Meeting

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.

Drafting Webinar

Subscriber Drafting Webinar: Drafting Irrevocable Trusts in InterActive Legal

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.

InterActive Legal Academy Estate Planning Tax Series

InterActive Legal Academy is education by lawyers for lawyers. The Estate Planning Tax Series offered in October is a practical introduction to tax issues relevant to estate planners and how to draft documents that can minimize overall taxation.

The Estate Planning Tax Series is approved for 12 hours of Florida CLE credit. Attendees outside Florida may apply for credit with their own state bar.

51st Annual Notre Dame Tax & Estate Planning Institute

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.

5th Annual Million Dollar Solutions (MDS) Dementia Focused Practice® Conference

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.