VAELA 2025 Fall Conference
InterActive Legal is a proud sponsor of the Virginia Elder Law Academy (VAELA) 2025 Fall Conference.
10 events found.
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.
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
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.
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.
ILS Speaker Series: Running the Numbers for a $100 Million Plus Estate Tax Plan-What Works Best for Your Most Important Clients
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 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.
ILS Speaker Series-Digital Assets: Handling a Decedent’s Online Presence
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.
Stetson University National Conference on Special Needs Planning and Special Needs Trusts
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.
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.
