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Subscriber Drafting Webinar “How Do I . . . ?”

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:

2024 Meritas Trusts & Estate Practice Group Meeting

InterActive Legal is a proud sponsor of the 2024 Meritas Trusts & Estate Practice Group Meeting. Meritas is a global alliance of independent, full-service law firms with the highest quality standards for membership in the industry. Visit http://www.meritas.org to learn more about their organization.

How do I…? Part Two

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.

Republican Victory: How Estate Planners Can Stay Relevant and Keep Practice Momentum

President Trump has won the White House. The Republicans have control over the Senate, and may gain control over the House. Estate planning has been focused on planning to use bonus exemption and planning for possible enactment of a Democrat estate tax proposal. That all changed election night. Will the exemption be cut in half in 2026? What planning makes sense to do? This webinar is an initial exploration of these and other practical considerations that practitioners need to understand to reach out to clients and communicate about the changed planning environment. Although it is now unlikely that any harsh estate tax changes will occur in the next 4 years planning should continue, but with some changes.

Corporate Transparency Act and Trusts

The Corporate Transparency Act (CTA) filing deadline for the CTA is end of year 2024 and there is limited time to address filings. Under the CTA, information about the Beneficial Owners of certain ‘small’ entities must be provided to the Financial Crimes Enforcement Network (FinCEN) of the US Treasury Department. When a trust is an equity owner of a reporting company, it can create significant reporting requirements for individuals named as powerholders in the trust.

Drafting a SLAT (or Two!) in InterActive Legal

With the federal estate and gift tax exemption poised to drop dramatically in 2026, a popular strategy for using the high exemption before it drops involves a client creating a trust for the client’s spouse.  Such a trust is sometimes called a Spousal Lifetime Access Trust, or “SLAT,” and SLATs can be drafted in all InterActive Legal practice systems.   In this drafting webinar, we will discuss how to prepare SLATs in InterActive Legal, starting with how to draft a SLAT in the Essential Estate Planning and Elder Law Planning systems. We’ll cover how to set up the trust with the spouse as beneficiary, both during the client’s lifetime and after the death, what happens after both spouses have died, and Reciprocal Trust Doctrine issues.

Step Transaction Doctrine Remains A Key Concern for Successful Planning

The Step-Transaction Doctrine is often employed by the IRS to challenge clients’ planning. There is limited time in2024, and soon the compressed planning period of 2025. There are steps that practitioners might recommend to their clients to take now in preparation for future planning, which could potentially mitigate the possibility of the IRS successfully raising the step-transaction doctrine on audit. There is no universally accepted test to determine if the step-transaction doctrine should be applied to a particular transaction.  However, Courts have relied on three concepts when evaluating whether the step-transaction doctrine should be applied: the mutual interdependence test, the end result test, and the binding commitment test.

AFELA Unprogram

InterActive Legal is a proud sponsor of the 2024 Academy of Florida Elder Law Attorneys (AFELA) UNPROGRAM. The UnProgram Advanced track is limited to AFELA Member attorneys practicing in the area of Elder Law for 5+ years. The schedule reflects sessions devoted to discussing elder law hot topics in a group format initiated by attorneys in attendance. The UnProgram Meet the Mentors program is open to all attorneys. The program is comprised of diverse breakout sessions, each of which is geared toward elder law attorneys with varying levels of experience. There are advanced sessions as well as sessions focusing on more basic concepts. Participants, facilitators and sponsors will engage in relaxed networking and share information in intimate group workshops.

Million Dollar Solutions (MDS)

Please join us at the 4th Annual 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.

Reciprocal Trust Doctrine: Practical Tips for Successful Planning in the New Environment

Despite the election results, estate planning, and in particular non-reciprocal SLAT planning should continue for many clients. The results of future elections cannot be predicted. Upstream basis planning, asset protection, non-grantor trusts and other mechanisms provide benefit apart from estate tax benefits. This program will explore the case law and theory of the Reciprocal Trust Doctrine and recommend practical steps that practitioners might consider.

What Would You Do?

A network TV show called "What Would You Do?" creates fictional but realistic sticky situations for unsuspecting members of the public and lets them play out on hidden camera to see what happens.  Different people react differently to each situation, but the results can be interesting.  This isn't much different from how different estate planners might react to different client requests or situations, some of which might also be sticky.  In this webinar, we will look at a few detailed client fact patterns that planners might encounter in the real world and discuss how to use InterActive Legal to draft solutions to the issues raised. 
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