BEGIN:VCALENDAR VERSION:2.0 PRODID:-// - ECPv6.15.18//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://interactivelegal.com X-WR-CALDESC:Events for REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Halifax BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20240310T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20241103T050000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20250309T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20251102T050000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20260308T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20261101T050000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250723T160000 DTEND;TZID=America/Halifax:20250723T173000 DTSTAMP:20260405T091420 CREATED:20250708T184730Z LAST-MODIFIED:20251230T204431Z UID:47534-1753286400-1753291800@interactivelegal.com SUMMARY:Future of the Estate Planning Profession DESCRIPTION:View Recording \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n Complimentary Webinar: Future of the Estate Planning Profession\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n As we seem to be moving toward some certainty in the amount of the federal estate tax exemption\, it appears that fewer clients will need estate tax planning.  And though clients will always need estate planning\, they may not see the same necessity for an estate planning attorney when the tax planning piece is off the table.  At the same time\, technology and families are both evolving\, laws are changing\, and practitioners face new challenges.  This leads estate planners to wonder:  What is the future of the estate planning profession?  What key factors are transforming our profession?  How can estate planners adapt to these forces?  \n Join Jonathan G. Blattmachr\, Alan F. Rothschild\, Jr.\, Louis S. Harrison\, and Martin M. Shenkman to explore these questions.  They will discuss \n \n \n \n \n \n \n \n \n \n \n \n \n the impact of Artificial Intelligence on estate planning\n the declining relevance of the estate tax for most clients\n increased competition from CPA firms\, wealth advisers/financial planners\, and online drafting services\n the effect of both new family structures and an aging client base\n increased cybersecurity and malpractice risks\n mental health and addiction issues affecting advisers\n the incredible and growing complexity of the laws we have to address\n and more.\n \n \n \n Don’t miss this hour of invaluable information that will impact every estate planning attorney. \n \n \n \n \n \n \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n \n \n \n \n \n Louis S. Harrison \n \n \n \n \n \n Alan F. Rothschild\, Jr. \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/future-of-the-estate-planning-profession/ CATEGORIES:Hot Topic Webiner ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-07-23-Graphic.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250723T000000 DTEND;TZID=America/Halifax:20250726T235959 DTSTAMP:20260405T091420 CREATED:20250603T221246Z LAST-MODIFIED:20250702T204937Z UID:46955-1753228800-1753574399@interactivelegal.com SUMMARY:North Carolina Bar 46th Annual Estate Planning & Fiduciary Law Program DESCRIPTION:Kiawah Island Golf Resort\, Kiawah Island\, SC\n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n Join us this summer for the 46th Annual Estate Planning & Fiduciary Law Program. This program is designed to benefit both new and experienced lawyers alike\, attendees learn practical tips and gain insight to help them navigate challenges and opportunities in the current environment. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Come See Us at the 46th Annual Estate Planning & Fiduciary Law Program \n \n \n \n \n \n \n \n \n \n \n \n Lisa Briley\, Regional Sales Consultant \n \n Schedule a Demo\n \n \n \n \n \n \n \n Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant\, Lisa Briley\, and learn about our comprehensive planning and drafting systems for estate planning and elder law planning attorneys. Lisa will show you how InterActive Legal can help grow your practice with educational resources and help you spend less time drafting and more time engaging with clients. \n We look forward to seeing you at the conference. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/north-carolina-bar-46th-annual-estate-planning-fiduciary-law-program/ CATEGORIES:Conference ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/06/Golf-Conference.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250721T160000 DTEND;TZID=America/Halifax:20250721T173000 DTSTAMP:20260405T091420 CREATED:20250717T182653Z LAST-MODIFIED:20250730T201747Z UID:47550-1753113600-1753119000@interactivelegal.com SUMMARY:OBBBA Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits DESCRIPTION:Register NOW \n\n\n\n \n\n\n\n\n\n\n\n Complimentary Webinar: Future of the Estate Planning Profession\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n The One\, Big\, Beautiful Bill Act (OBBBA) will have a significant impact on a myriad of code provisions.  \n What does OBBBA mean for charitable planning? The new rules are only the tip of the charitable planning iceberg\, including an above-the-line contribution deduction\, contribution carry over rules\, permanently extending the 60% limit for cash contributions to qualified charities\, increased standard deduction\, 2/37 itemized deduction haircut\, excise tax on certain large university endowments\, tax credit for scholarships\, contribution limitation on corporations\, and more. \n \n \n \n \n \n \n \n \n \n \n \n This webinar will review the specific chartable changes made by OBBBA but go deeper to present various strategies designed to maximize income tax benefits – including charitable and other deductions – using non-grantor trusts and other charitable planning techniques. The speakers will consider the questions below\, and more: \n \n \n \n  How can non-grantor trusts be used to enhance contribution deductions?\n What other income shifting strategies may be useful?\n What should taxpayers do in 2025?\n How might CRTs facilitate planning for the new QOZ benefits?\n What impact could OBBBA’s changes have on charitable giving?\n How should practitioners expand their guidance to address charitable planning for the large group of clients\, including ultra-high net worth taxpayers\, who may realize no income tax benefit from charitable donations?\n \n \n \n \n \n \n \n \n Register Now\n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n \n \n \n \n \n Alan S. Gassman \n InterActive Legal Advisor \n \n \n \n \n \n Robert Keebler \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. \n A recording of this webinar will be posted to our website here: https://interactivelegal.com/big-beautiful-bill/\n\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/complimentary-webinar-obbbas-new-rules-change-charitable-planning-non-grantor-trusts-and-other-strategies-to-maximize-benefits/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-07-10-OBBBA-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250716T160000 DTEND;TZID=America/Halifax:20250716T170000 DTSTAMP:20260405T091420 CREATED:20250703T185620Z LAST-MODIFIED:20251230T205334Z UID:47490-1752681600-1752685200@interactivelegal.com SUMMARY:Speaker Series Webinar - Handling the Important Stuff:  Practical Solutions for Estate Planners to Help Clients with Personal Effects DESCRIPTION:View Recording \n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Matt Paxton has been cleaning up estates for 20 years.  You may know him from television\, but his work for heirs over this time span has provided him with a wealth of experience dealing with all types of property for all sorts of families.  The lessons he has learned are invaluable for estate planning and probate attorneys alike.  Estate planners can – and should – help clients plan now to make things easier on heirs later\, through current inventories and decision making\, while also preserving family history and stories.  Attorneys representing clients going through probate can learn different strategies for sorting through the details and literally “cleaning house.”   \n \n \n \n \n \n \n \n \n \n \n \n The assets most important to a family are often those with the least financial value.  An estate planning or elder law attorney who focuses on what means most can truly fulfill the lawyer’s role as a counselor by providing order and tools to bequeath sentimental value as well.  In this webinar\, Matt will provide a unique perspective\, based on his years of working with families\, including: \n \n \n \n Examples of how to tell client stories\n The top 10 items in a home that surprisingly have financial value\n The top 10 items in a home that do NOT have value\n Inventory tools\n The benefits of making gifts during lifetime\n How to build trust within five minutes\n \n \n \n Please join us for the next installment in the InterActive Legal Speaker Series.  We are proud to welcome Matt Paxton and know that he will provide us with several take-aways to help our clients\, whether in the planning or probate phase. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series Presents \n \n \n \n \n \n \n \n \n \n \n \n \n Matt Paxton \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/speaker-series-webinar-handling-the-important-stuff-practical-solutions-for-estate-planners-to-help-clients-with-personal-effects/ CATEGORIES:Speaker Series Webinar ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-07-16-SS-Max-Paxton.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250711T000000 DTEND;TZID=America/Halifax:20250712T235959 DTSTAMP:20260405T091420 CREATED:20250603T212940Z LAST-MODIFIED:20250702T204900Z UID:46950-1752192000-1752364799@interactivelegal.com SUMMARY:South Carolina Bar Al Todd Estate Planning Workshop DESCRIPTION:Kiawah Island\, SC\n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n InterActive Legal is a proud sponsor of the 2025 South Carolina Bar Al Todd Estate Planning Workshop. This advanced level program is designed for experienced estate planners and tax attorneys. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Come See Us at the Al Todd Estate Planning Workshop \n \n \n \n \n \n \n \n \n \n \n \n Lisa Briley\, Regional Sales Consultant \n \n Schedule a Demo\n \n \n \n \n \n \n \n Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant\, Lisa Briley\, and learn about our comprehensive planning and drafting systems for estate planning and elder law planning attorneys. Lisa will show you how InterActive Legal can help grow your practice and help you spend less time drafting and more time engaging with clients.We look forward to seeing you at the workshop. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/south-carolina-bar-al-todd-estate-planning-workshop/ CATEGORIES:Conference ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/06/kiawah-gdc6b18a55_1280-740x424-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250710T120000 DTEND;TZID=America/Halifax:20250710T130000 DTSTAMP:20260405T091420 CREATED:20250708T013254Z LAST-MODIFIED:20250730T201507Z UID:47531-1752148800-1752152400@interactivelegal.com SUMMARY:OBBBA Part 1: One Big Beautiful Estate Planning Webinar - What to do Now DESCRIPTION:Register NOW \n\n\n\n\n\n\n\n\n\n\n\n Complimentary Webinar: Well-Being Trusts: Beyond Distribution Standards\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n The Big Beautiful Bill (BBB)\, or The One\, Big\, Beautiful Bill (OBBBA) is now law. What does this mean for estate and tax planning? \n First\, an overview of the 14 largest tax benefits contained in the BBB will be presented. Even those focusing solely on estate planning need some understanding of the incredible scope of the BBB on the nation’s tax system. This webinar focuses on the “Big Beautiful Bill” and its significant provisions directly and indirectly affecting estate planning. The program discusses various strategies to maximize income tax benefits using non-grantor trusts and charitable planning. Post-BBB protecting assets\, securing income tax benefits and safeguarding assets before the future changes if there is a change of control in Washington\, are all important.  \n \n \n \n \n \n \n \n \n \n \n \n What are the implications of changes to estate planning? This is not just about the increased and “permanent” $15 million exemption. Planning will focus on non-grantor SLANTs and other non-grantor trust structures\, enhanced use of trust protectors and powers of appointment. Upstream planning and other steps to maximize basis step up will all be relevant and are reviewed in this program. The need for flexible planning strategies that can adapt to potential future changes in tax laws\, with a focus on preserving trust access and maximizing income tax savings for clients across various wealth levels will be discussed. \n \n \n \n \n \n \n \n Register Now\n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n \n \n \n \n \n Alan S. GassmanInterActive Legal Advisor \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. \n A recording of this webinar will be posted to our website here: https://interactivelegal.com/big-beautiful-bill/\n\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/complimentary-webinar-one-big-beautiful-estate-planning-webinar-what-to-do-now/ CATEGORIES:Hot Topic Webiner ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-07-10-OBBBA-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250709T160000 DTEND;TZID=America/Halifax:20250709T173000 DTSTAMP:20260405T091420 CREATED:20250626T074641Z LAST-MODIFIED:20251230T222638Z UID:47454-1752076800-1752082200@interactivelegal.com SUMMARY:Complimentary Webinar - Well-Being Trusts: Beyond Distribution Standards DESCRIPTION:Complimentary Webinar: Well-Being Trusts: Beyond Distribution Standards\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n While trusts have always been created to protect beneficiaries\, more can be done to help beneficiaries benefit from the wealth that is bequeathed not actually “to” them\, but for them.  So-called “Well-Being Trusts” are consistent with a growing trend to be more inclusive of what can – and perhaps should – be provided for beneficiaries of trusts\, beyond just making distributions.   \n Delaware\, as it often does\, has lead the charge on this new approach to trust drafting and administration by enacting a new Well-Being Trust statue.  It is an “opt in” provision that drafters can incorporate into new trust documents and include in existing trusts via decanting or non-judicial modification.  In this webinar\, the speakers will discuss the Delaware Well-Being Trust statute and the various issues it raises (not the least of which is potential trustee liability).  Other important issues include: \n \n \n \n \n \n \n \n \n \n \n \n \n Income tax considerations\, such as whether payment for programs for beneficiaries qualifies as a trust administrative expense or carries out DNI\n Using a letter of wishes\n Custom provisions practitioners might include\n Conflicts that could arise in some situations\, such as if a beneficiary is addicted to drugs\n The need for mechanisms to change trustees and/or the terms of the trust.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n Although everyone wants more wealth\, history demonstrates that excess wealth can actually be an inhibitor of creativity and personal fulfillment.  A Well-Being Trust can empower beneficiaries rather than restricting them\, allowing trustees to focus on helping beneficiaries flourish in different ways.  Regardless of the type of trust or jurisdiction involved\, the ideas behind the Well Being Trust can help transform trust practice and administration.  \n \n \n \n \n \n \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n \n \n \n \n Todd Flubacher\, Esq.Morris\, Nichols\, Arsht & Tunnell\, LLP \n \n \n \n \n Abigail O’Connor\, JDInterActive Legal Advisor \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/complimentary-webinar-well-being-trusts-beyond-distribution-standards/ CATEGORIES:Hot Topic Webiner ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/06/2025-07-09-WellBeing-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250702T160000 DTEND;TZID=America/Halifax:20250702T170000 DTSTAMP:20260405T091420 CREATED:20250618T140302Z LAST-MODIFIED:20250625T234644Z UID:47312-1751472000-1751475600@interactivelegal.com SUMMARY:Speaker Series Webinar - Artificial Intelligence and the Estate Planner: Resistance is Futile DESCRIPTION:Register NOW \n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series presents Professor Gerry W. Beyer  “Artificial Intelligence and the Estate Planner:  Resistance is Futile”Artificial intelligence is rapidly being incorporated into estate planning practices. AI products can increase the speed by which you prepare\, review\, and summarize estate planning related documents\, tax returns\, and client communications. Likewise\, the speed by which you can conduct legal and financial research is faster than ever. This presentation is designed to explain how AI operates\, the potential use of AI in your practice\, warnings about the use of AI\, and how to address the ethical issues that arise when using AI.Join Professor Gerry Beyer for valuable insights on artificial intelligence for estate planners.  As the Webinar title indicates\, resistance is futile\, so we should utilize these new tools in the most prudent way possible.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Meet Our Speaker \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series Presents \n \n \n Professor Gerry W. Beyer \n \n Register Now\n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/artificial-intelligence-and-the-estate-planner-resistance-is-futile/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/06/2025-07-02-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20250618T160000 DTEND;TZID=America/Halifax:20250618T170000 DTSTAMP:20260405T091420 CREATED:20250611T191643Z LAST-MODIFIED:20250618T184650Z UID:47187-1750262400-1750266000@interactivelegal.com SUMMARY:Profit by Design: Building a High-Impact\, High-Margin Estate Planning Practice DESCRIPTION:Speaker Series Webinar\n\n\n\n\n\n\n\n\n\n Register NOW \n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Most estate planning lawyers are working harder than ever\, but not necessarily smarter. In this workshop\, attorney and legal business strategist Laura Cowan will share a fresh approach to increasing profitability in your practice by redesigning your client journey\, pricing models\, and service delivery systems. Whether you’re a solo or small firm\, you’ll learn how to elevate your perceived value\, streamline your workflow\, and attract the right clients—without adding more hours to your week. \n You’ll walk away with practical tools to boost revenue\, reduce scope creep\, and shift from custom everything to scalable systems. This isn’t about cutting corners. It’s about architecting a law firm that works for you\, so you can do your best work and charge what you’re worth.  about these important asset protection planning strategies. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Meet Our Speaker \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series Presents \n \n \n Laura Cowan\, Esq. \n \n Register Now\n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\n If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/profit-by-design/ CATEGORIES:Speaker Series Webinar ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/06/2025-06-18-760x438-1.jpg END:VEVENT END:VCALENDAR