EVENT CALENDAR

Views Navigation

Event Views Navigation

Today

14th Annual PAELA Winter Conference

Omni Bedford Springs Resort 2138 Business 220, Bedford, PA, United States
InterActive Legal is a proud sponsor of  PAELA's 14th 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. See you at the conference.

Understanding Life Insurance: And No, It is Not Boring: Practical Discussion of Insurance Fundamentals and Practical Planning

Life Insurance is a ubiquitous asset that has unique features and is uniquely (and favorable) treated under many legal systems, including for bankruptcy and for tax purposes. It is also one of the least understood properties with which Americans and their advisors face. This webinar with cover how life insurance is structured, priced and taxed. It will provide guidance as to when it should or should not be used and will explain why it almost never will be the magic bullet for avoiding estate tax.

Flex Your Beneficiaries: How to Reduce Trust Income Taxes and Maintain Creditor Protection

InterActive Legal, Peak Trust Company, and Shenkman Law invite you to a complimentary webinar on “Flexible Beneficiary Trusts” – a trust design strategy for keeping assets protected from creditors and potential spendthrift beneficiaries while still taking advantage of the generally lower income taxes resulting if trust income can be taxed to beneficiaries.

Subscriber Drafting Webinar: Drafting Irrevocable Life Insurance Trusts in InterActive Legal

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.

GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

Chief Counsel Advice 202152018 (“the CCA”), released on December 30, 2021, has a critical impact on grantor retained annuity trusts (GRATs). The CCA addresses a common valuation challenge: what consideration should be given to a potential sale in valuing an asset? Often there is a long continuum from no sale, to discussions with potential buyers, to a letter of intent, to a binding contract, etc. Where the business is on this continuum will affect how an appraiser evaluates the possible implications of the potential sale.

We use cookies to make interactions with our websites and services easy and meaningful, and to tailor advertising. May we have your consent to use cookies to track your activities? Accept Read our Privacy Notice.