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2023 Seattle Estate Planning Seminar

Join us for the 2023 Seattle Estate Planning Seminar. 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. 

4th Annual Million Dollar Solutions (MDS) Dementia Focused Practice® Conference

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.

Fiduciary Appointments in InterActive Legal – Successors, Protectors, and More

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.

2023 Meritas Trusts & Estate Practice Group Meeting

InterActive Legal is a proud sponsor of the 2023 Meritas Trusts & Estate Practice Group Meeting. Vanessa L. Kanaga, Esq., CEO, InterActive Legal will be speaking about the SECURE Act at this year's meeting. Be sure to stop by InterActive Legal’s exhibit booth to meet Vanessa and our Regional Sales Consultant, Steven Palumbo.

54th Annual Sidney Kess New York Estate, Tax & Financial Planning Conference

UJA Virtual Conference InterActive Legal is a proud sponsor of the 54th Annual Sidney Kess New York Estate, Tax & Financial Planning Conference. Join us at this virtual event to hear from some of the nation’s leading experts as they discuss estate, tax, and financial planning opportunities to consider in this pivotal year ahead as […]

2023 Stetson University National Conference on Special Needs Planning and Special Needs Trusts

The Vinoy Renaissance Resort & Golf Club, St. Petersburg, Florida 501 5th Ave NE, St Petersburg, Florida, United States
Celebrating 25 years,  Stetson's National Conference on Special Needs Planning and Special Needs Trusts provides three days of programing with nationally recognized speakers who will cover the major issues presented in the creation, administration, monitoring, and planning of special needs trusts.

Drafting “Single” and “Separate” Trusts in InterActive Legal

All InterActive Legal Wills and Trusts allow the drafter to incorporate trusts for individuals with various terms.  When planning for descendants or nieces and nephews, the drafter selects between "Separate Trusts" and a "Single Trust," but those labels may not be self-explanatory.  In this webinar, we'll first discuss what we mean by the terms Separate Trusts and Single Trusts, how they are designed, and how they differ, with the objective of making it easier to decide which is appropriate in a specific drafting situation.  We will then go through the drafting options for each type of trust, including selections for when a trust terminates, powers of appointment, SNT options, conduit/accumulation trust provisions, and more.

NYSBA Trust & Estate Law Section 2023 Fall Meeting

Be sure to stop by InterActive Legal's exhibit booth to find out why Estate Planning and Elder Law professionals turn to us 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.

49th Annual Notre Dame Tax & Estate Planning Institute

The 49th Annual Notre Dame Tax & Estate Planning Institute will take place on September 20-22, 2023, at the Century Center in downtown South Bend, Indiana. This year’s conference offers an impressive panel of speakers who will, as always, address numerous practical topics, relevant for a broad range of clients, even clients not exposed to the estate tax.

2023 National Elder Law Foundation Forum

NELF is a non-profit organization, dedicated to the development and improvement of the professional competence of lawyers in the area of elder law. NELF’s Certified Elder Law Attorney (CELA) designation has frequently been referred to as “the gold standard” for elder law and special needs practitioners. Don’t miss this prestigious conference.

Revenue Ruling 2023-2: What it Means and What You Might Do

Do assets in an irrevocable grantor trust that are not included in the settlor’s estate qualify for an income tax basis step up on the death of the grantor? In 2002 Jonathan Blattmachr and Professor Mitchell Gans authored an article analyzing this matter. This issue seems to stir up as many opinions and strong emotional reactions today as it did when it was first published. After several powerful Senators wrote a letter to Janet Yellin, the IRS issued Revenue Ruling 2023-2 stating that, in the opinion of the Service there is no basis step up for assets in a grantor trust not included in the settlor’s estate. The IRS indicated that Code Section 1014 is inapplicable because there is no estate-tax inclusion and it is not a bequest under state law. While you might have heard strong opinions pro and con on this point, what does the law actually say?

InterActive Legal Document Provisions – Where do They Come From?

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.
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