Massachusetts NAELA Dinner Meeting and Vendor Fair
2025-12-11 16:30 - 20:00 (America/New_York)
Embassy Suites, Waltham, MA

InterActive Legal is a proud sponsor of Massachusetts NAELA Dinner Meeting, Advocacy/Public Policy, and Vendor Fair.

Come See Us at the Massachusetts NAELA Event

Steven Palumbo, Regional Sales Consultant

Schedule a Demo

Join Us at the Massachusetts NAELA Dinner Meeting, Advocacy/Public Policy, and Vendor Fair!
Be sure to stop by InterActive Legal’s booth to connect with Steven Palumbo and chat about how our innovative estate planning and elder law drafting tools support your daily practice.
InterActive Legal’s Elder Law Planning™ system helps you navigate Medicaid and asset protection planning with ease—so you can focus on what matters most: your clients.
We look forward to seeing friends and colleagues at the Massachusetts NAELA event!

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

LLC Planning and Drafting to Accomplish Estate Planning Objectives
2025-12-15 16:00 - 16:30
Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More

View Recording

Webinar Description

The use of LLCs in estate planning is shaped by a complex interplay of state law, federal tax statutes, and judicial decisions. This program will discuss advanced drafting techniques for LLC operating agreements, focusing on asset protection, tax compliance, and estate inclusion risks.
For clients with numerous LLCs, a master operating agreement with exhibits listing each entity and authorized signatories can simplify administration. In Wandry v. Commissioner, T.C. Memo 2012-88 the Tax Court upheld a formula clause transferring a fixed dollar amount of LLC interests. But in Sorensen v. Commissioner, T.C. Memo 2018-34 the IRS challenged the taxpayer’s failure to respect valuation adjustment mechanisms.

How can taxpayers adhere to formalities of these mechanisms so that they will be respected? In the Estate of Powell v. Commissioner, 148 T.C. No. 18 (2017) because the decedent had retained control over liquidation or distribution of an LLC it resulted in estate inclusion under IRC §2036(a). What steps can be taken to avoid this negative result? Strategies might include creating special voting membership interests for liquidation/distribution decisions, held by independent trustees.
Another may be to use “authorized members” or trust protectors to approve key decisions, ensuring the transferor cannot exercise indirect control. These and other practical issues will be reviewed.

View Recording

Meet Our Speakers

Jonathan G. Blattmachr, Esq.InterActive Legal Editor in Chief and Co-Founder

Martin M. Shenkman, Esq.InterActive Legal Advisor

Alan S. Gassman, Esq.InterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

ILS Speaker Series: International Estate Planning Part 1 – Advising Foreign Clients with US Assets and Beneficiaries
2025-12-17 16:00 - 17:00
View Recording

Webinar Description

Estate planning for foreign clients with US assets requires understanding the intersection of US tax law, international treaties, and foreign legal systems—areas where many practitioners lack deep expertise. This foundational webinar informs attorneys about the primary estate and gift tax challenges that arise when representing international clients or US clients with foreign connections. Additionally, the webinar will explore alternative estate and gift structuring strategies for foreigners with US-based assets or beneficiaries.Join attorney Eli Akhavan for the final 2025 presentation of InterActive Legal’s Speaker Series. Eli is a frequent speaker and writer on cross border planning and asset protection, and the ideal person to guide us through the issues involved in advising foreign clients.

InterActive Legal Speaker Series Presents

K. Eli Akhavan

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

2025 Planning Review and Year End Planning Tips
2025-12-18 16:00 - 17:00
Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More

View Recording

Webinar Description

A look at some of the significant developments of 2025, what planning might still be done before year end, and the importance of continued planning in the current environment.
Discussions will include:

Roth conversions for large IRAs
Pecuniary funding clauses in a volatile stock market and the importance of a 645 election
Why a recent Delaware asset protection case should change how practitioners view trust planning
Using AI to be culturally sensitive
Defined value clause mistakes
Basis planning with Community Property Trusts, GPOAs, and other techniques
Florida now has a Series LLC statute but is it a trap for the unwary?
The Rowland case and portability
The Gali case and family loans
and more

View Recording

Meet Our Speakers

Jonathan G. Blattmachr, Esq.InterActive Legal Editor in Chief and Co-Founder

Alan S. Gassman, Esq.InterActive Legal Advisor

Robert S. Keebler, CPAKeebler & Associates, LLP

Martin M. Shenkman, Esq.InterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

60th Annual Heckerling Institute on Estate Planning
2026-01-12 08:00 - 2026-01-16 17:00
The Nation’s Largest Gathering of Estate Planning Professionals

Orlando World Center Marriott, Orlando, Florida

InterActive Legal is once again a Proud Platinum Sponsorat the Heckerling Institute on Estate Planning

The Heckerling Institute on Estate Planning — where the future of estate planning takes shape through world-class programming, invaluable networking opportunities, and the industry’s largest exhibit hall dedicated exclusively to estate planning solutions.

Many thanks to our subscribers, future subscribers, and wonderful staff for making the 60th annual Heckerling Institute on Estate Planning a great success!

Thank you Natalie Choatefor your continued support and contributions to InterActive Legal and our subscribers.

InterActive Legal was honored to hostNatalie B. ChoateILS Special Advisor on Retirement Benefitsat our exhibit booth.

Heckerling Booth RaffleWinner

Free Post-Event WebinarHeckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2026 Institute and More

Date and Time: Thursday, January 29, 2026, 4:00pm – 5:30pm ET
Presented by: Jonathan Blattmachr, JD, Abigail E. O’Connor, JD, Martin Shenkman, Esq., and Thomas A. Tietz, JD

What Heckerling 2026 Means for Estate Planning Attorneys

This year’s Heckerling Institute highlighted major issues estate planners are already confronting—from jurisdictional planning challenges and fiduciary risk to global investors and evolving trust strategies. This webinar distills those discussions into a focused, practical session led by experienced practitioners who translate Heckerling insights into real-world planning considerations you can apply immediately.

View Recording

This presentation is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute is not responsible for its content. For information about the Heckerling Institute, including the 2026 conference, visit www.law.miami.edu/heckerling.

Complimentary Access to timely contentfrom InterActive Legal’s experts

Attorney News Blog

Our Attorney News Blog provides timely knowledge to help attorneys succeed in the evolving areas of Estate Planning, Tax Planning, and Elder Law.

Getting In Front of New Clients: Don’t Let AI Eat Your Lunch! Matt Tove
Stuck in the Middle: The Ethics of Representing Couples in Estate PlanningVanessa L. Kanaga, Esq.
Death, Taxes, Certainty, and Uncertainty Teresa L. Bush, Esq
Estate Planning for Mid-Net Worth Families: A Guide in Blog Form Deirdre Wheatley-Liss Esq.
Navigating the SECURE Act: Implications for Estate Planning with Retirement Accounts Salvatore LaMendola Esq.

Attorney News Blog

OBBBA Webinar Series

The Big Beautiful Bill (BBB), or the One, Big, Beautiful Bill (OBBBA) is now law. What does this mean to planning? Learn from our panel of experts: Jonathan G. Blattmachr, Alan S. Gassman, Robert S. Keebler, CPA, and Martin M. Shenkman.

Part 1: One Big Beautiful Estate Planning Webinar – What to do Now
Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits
Part 3: Non-Grantor Trusts, Sec. 68(e), and Other Post-OBBBA Planning Considerations
Part 4: Basis Planning Post OBBBA
Part 5: Basis, NonGrantor Trusts and More: 2 Hour Deep Dive on Post-OBBBA Planning

OBBBA Webinars

Speaker Series Webinars

The InterActive Legal Speaker Series seeks the best and the brightest estate planning attorneys to share their expertise with their peers.

Digital Assets: Handling a Decedent’s Online PresenceLee Poskanzer
Artificial Intelligence and the Estate Planner – Resistance is FutileProfessor Gerry W. Beyer
Estate Planning When Estate Taxes Don’t Matter Teresa L. Bush, Esq.
You Said What? A Trustee’s Take on Seemingly Innocuous Trust ProvisionsAbigail O’Connor, JD
Cutting the Cord: Tax Implications of ExpatriationSebastian Orozco Segrera, Esq.

Hot Topic Webinars

Join our nationally renowned experts as they share essential valuable information on Hot Topics relevant to your practice and clients.

Practice Better: AI, Planning Numbers, Defensive Steps and MoreMartin M. Shenkman, Esq., and Alan S. Gassman, Esq.
SLATs for Clients with Less than $30 MillionJonathan G. Blattmachr, JD, Robert S. Keebler, CPA, and Martin M. Shenkman, Esq.
Ensuring Your Wellness: The Daily Steps an Estate Planner Can Take to Enhance Happiness and HealthMartin M. Shenkman, Esq., Louis S. Harrison, Esq., and Amanda Koplin
Well-Being Trusts: Beyond Distribution StandardsJonathan G. Blattmachr, JD, Abigail O’Connor, JD, Martin M. Shenkman, Esq.,and Todd Flubacher, Esq.
Future of Estate Planning ProfessionJonathan G. Blattmachr, JD, Martin M. Shenkman, Esq., Louis S. Harrison, Esq., and Alan F. Rothschild Jr.

View our Webinar Catalog for a complete listing of InterActive Legal webinars.

Webinar Catalog

Meet Our Heckerling Team

Jonathan G. Blattmachr, Esq.InterActive Legal Editor in Chief and Co-Founder

Michael L. Graham, Esq.InterActive Legal Chairman and Co-Founder

Mike WelchChief Executive Officer

Teresa L. Bush, Esq.Director of Education and Support Services

Mohineet Khosla, Esq.Director of Content Development

Rebecca Strub, Esq.Legal Content Manager

Deslin SimmonsSenior Application Developer

Matthew ToveDirector, Marketing & Sales

Lisa BrileyRegional Sales Consultant

Steven PalumboRegional Sales Consultant

Suzanne MarlerDirector of Customer Success and Human Resources

Amanda BoardmanContent Success Manager

InterActive Legal Advisors Attending Heckerling

Natalie B. Choate, Esq.

Abigail O’Connor, JD

Stephen J. Silverberg, Esq., CELA, Fellow, Cap, AEP®

Howard M. Zaritsky, JD LLM

Alan S. Gassman, Esq.

Vanessa L. Kanaga, Esq.

Mary E. Vandenack, Esq. CAP®

Dana N. Dobosz, Esq.

Neeli G. Shah, Esq.

Michael R. Stiff, Esq.

G. Christopher Wright, Esq.

Marty M. Shenkman, Esq.

Shana N. Fink, Esq.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

New York State Bar Association (NYSBA) Annual Meeting
2026-01-13 08:00 - 2026-01-16 17:00
InterActive Legal is a proud sponsor of New York State Bar Association (NYSBA) Annual Meeting. The NYSBA Annual Meeting is where leading legal professionals connect, learn, and advance the practice of law.

Join us at NYSBA Annal Meeting

Deanne McDougall, Operations Manager

Schedule a Demo

Stop by our exhibit booth to meet Deanne McDougall, InterActive Legal’s Operations Manager, and explore our cutting-edge drafting systems:

Wealth Transfer Planning ™ – the most advanced and intuitive tool for creating sophisticated, customized estate plans.
Elder Law Planning™ – simplifying Medicaid and asset protection planning so you can focus on your clients.

See how InterActive Legal empowers today’s estate planners and elder law attorneys to work smarter and serve better.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

ILS Speaker Series: Planning with Directed Trusts
2026-01-14 16:00 - 17:00
View Recording

Webinar Description

Directed Trusts: A Smarter Way to Plan for Modern Clients.
Directed trusts are a powerful—and often underutilized—planning tool that can help estate planning attorneys meet today’s realities: complex family dynamics, evolving asset classes, and heightened fiduciary risk. In this one-hour webinar, attorney Mary Vandenack explains what a directed trust is and why it matters—specifically how it separates traditional trustee responsibilities so that an administrative trustee can take direction from specialized “directors” or advisors over investments, distributions, special holdings, charitable decisions, and more.
You’ll gain practical guidance on when to recommend directed trusts for clients, along with drafting considerations that help avoid common pitfalls—like unclear authority, reporting gaps, and mismatched liability.

Mary also explores real-world applications, including planning for closely held businesses, concentrated stock, blended families, beneficiaries with special needs, and long-term multi-generational trusts—plus the strategic value of situs flexibility and jurisdictional options as laws continue to evolve.Join us for a practical, attorney-focused session on how directed trusts can add flexibility, improve administration, and better align trustee responsibilities with real-world client goals.

InterActive Legal Speaker Series Presents

Mary E. Vandenack, Esq.

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

ILS Speaker Series: Using Pooled Trusts as a Safety Net When Drafting Estate Plans
2026-01-28 16:00 - 17:00
View Recording

Webinar Description

Master Pooled Trust Strategies to Protect Your Clients—Even When the Unexpected Happens
Pooled special needs trusts can provide an essential safety net in estate plans. Attorneys who draft estate plans must anticipate the unexpected—a client’s unforeseen disability, a fiduciary who becomes ill, a contentious relationship between the beneficiary and the fiduciary, or assets that are depleted below the corporate fiduciary’s minimum. By including additional authorities in documents, attorneys-in-fact, executors, and trustees can react to unforeseen circumstances and create and fund pooled special needs trusts for clients and their loved ones without the need for court involvement. After giving an overview of pooled special needs trusts, this presentation will cover powers that should be considered for inclusion in trusts, wills, and powers of attorney to utilize pooled special needs trusts as a safety net.

What You’ll Learn:

What is a pooled special needs trust (PSNT)?
How to incorporate pooled special needs trusts into estate plans (will include sample drafting language)
Overview of ABLE Act accounts

InterActive Legal Speaker Series Presents

Ben Tiefenback, Esq

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2026 Institute and More
2026-01-29 16:00 - 17:30
Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More

View Recording

Webinar Description

The 60th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on January 12-16, 2026. The Institute is the preeminent estate planning conference of the year and always provides a full week of valuable seminars covering a broad range of estate planning issues for all types of practitioners and all types of clients. Not only does the Institute inform planners of new developments from the past year and state-of-the-art estate planning techniques, but it also includes an array of eclectic topics to broaden the knowledge and perspective of practitioners attending.
Each year we find it impossible to condense this massive amount of education into 90 minutes. Therefore, this presentation will provide an overview of the highlights of this Institute and identify core themes and takeaways that will inform planners about what to expect in 2026.
Those highlights include:

Recent decisions, including differing powers of appointment over different sub-trusts, loan issues, and Galli, Rowland, and portability
The intersection of Family Law and Estate Planning – SLATs, divorce, other matrimonial issues, ethics, and more
Creative trust planning strategies – splitting and splicing and why split interest purchases in trust are better than GRATs and QPRTs
Trust administration issues, including inherited retirement assets in trust
Addressing conflict/choice of law issues
And, of course, OBBBA

We look forward to having you join us.

View Recording

This presentation is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute is not responsible for its content. For information about the Heckerling Institute, including the 2025 conference, visit www.law.miami.edu/heckerling.

Meet Our Speakers

Jonathan G. Blattmachr, Esq.InterActive Legal Editor in Chief and Co-Founder

Abigail O’Connor, JDInterActive Legal Advisor

Martin M. Shenkman, Esq.InterActive Legal Advisor

Thomas A. Tietz, JDShenkman Tietz Law

Complimentary Content from our Experts

In honor of this year’s Heckerling Institute, Interactive Legal is giving away complimentary access to timely content from our experts.

Complimentary Content

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

55th Annual Portland Estate Planning Seminar
2026-01-30 08:00 - 17:00
Oregon Convention CenterPortland, Oregon

InterActive Legal is a proud sponsor of the 55th Annual Portland Estate Planning Seminar
The Estate Planning Council of Portland is a non-profit organization with the objective of providing professional education to further the estate planning knowledge of its members. Membership is comprised of Estate Planning Attorneys, Trust Officers, Certified Public Accountants, Chartered Life Underwriters, Certified Financial Planners, Chartered Financial Consultants, and others actively participating in estate planning matters in Oregon and Southwest Washington. As the region’s premier continuing education event for estate planning professionals, this year’s seminar features nationally recognized speakers addressing the most critical topics in Estate Planning.

Come See Us at the Conference

Lisa Briley, Regional Sales Consultant

Schedule a Demo

Be sure to visit InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Lisa Briley, and explore our comprehensive planning and drafting systems for estate planning attorneys. Lisa will demonstrate how our solutions can help streamline your drafting process, provide valuable educational resources, and support the growth of your practice by allowing you to spend more time engaging with clients.
We look forward to connecting with you at the conference.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Elder Law College Upping Your Practice 2026
2026-02-06 08:00 - 2026-02-07 17:00
DoubleTree by Hilton, Deerfield Beach

Join top elder law professionals for two days of advanced strategy, practical sessions, and peer discussion.

Sessions built for experienced elder law attorneys looking to sharpen planning strategies and expand impact.

Annuity Innovations in Medicaid Planning
Taxes, the Big Beautiful Bill and Elder Law Planning
Elder Law Ethical Conundrums
“Sell” is not a four-letter word, practices to show your value proposition
Mindset and Life Balance for the Special Needs and Elder Law Attorney
Intersection between Estate Recovery and Creditor Claims
White Board Discussions

Upping Your Practice 2026

Come See Us at Elder Law College’s “Upping Your Practice 2026”

Teresa L. Bush, Esq.Director of Education and Support Services

Matthew ToveDirector, Marketing & Sales

Be sure to stop by InterActive Legal’s exhibit booth to meet our team and learn about InterActive Legal’s comprehensive planning and drafting system for elder law attorneys. Our robust Elder Law Planning™ system aids in the planning phase and during the preparation of documents outlining and executing the modern Medicaid strategies that provide the most benefit for your client.
We look forward to meeting you at the conference.

Schedule a Demo

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

ILS Speaker Series: Thirty-One Flavors of SLATs
2026-02-11 16:00 - 17:30
View Recording

Webinar Description

Spousal Lifetime Access Trusts (SLATs) have been part of the estate planning lexicon for years, but SLATs don’t come in just one flavor. Every SLAT is an irrevocable trust with the trust creator’s spouse as the primary beneficiary, giving the spouse access to trust assets during lifetime, but similarities end there. Each SLAT can – and should – be unique, with optional provisions included based on the client situation. Extensive options not only differentiate trusts to avoid the Reciprocal Trust Doctrine, but also allow nearly unlimited flexibility in SLAT design.
In this webinar, frequent commentators Jonathan Blattmachr and Martin Shenkman will discuss different features that can be added to SLATs. Some are designed to enhance the spouse’s access, address future changes in circumstances, bolster creditor protection, add income tax planning flexibility, and more. The speakers will also show how drafting software facilitates SLAT creation with multiple options available at the click of a mouse. Options we’ll discuss include:

Lifetime and testamentary powers of appointment (at least 4 variations)
Mechanisms to avoid inadvertent estate inclusion (at least 4 variations)
Different mechanisms to trigger estate inclusion if circumstances change (at least 2 variations)
Provisions to protect a SLAT that is later deemed to be self-settled by the grantor or the grantor’s spouse (many variations)
Options to plan for early death of the spouse beneficiary (several)
Making the SLAT a grantor trust (or not) (many variations)
Planning for possible future marital discord (and for a new spouse) (several variations)
Adding extra beneficiaries to reduce overall income taxation (so many variations)

SLAT drafters can combine options in multiple ways, resulting in far more than 31 flavors. Join us to review a plethora of SLAT design possibilities and when each might make sense for your clients.

InterActive Legal Speaker Series Presents

Jonathan G. Blattmachr, Esq.

Teresa L. Bush, Esq

Martin M. Shenkman, Esq

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

18th Annual PAELA Winter Conference
2026-02-21 08:00 - 17:00
Omni Bedford Springs Resort and Spa, Bedford, PA

InterActive Legal is a proud sponsor of the Pensylvania Association of Elder Law Attorneys (PAELA) Winter Conference.
The Pennsylvania Association of Elder Law Attorneys (PAELA) is a non-profit association which assists lawyers, bar organizations, and others who work with older clients and their families. PAELA provides a resource of information, education, networking, and assistance to those who work with the many specialized issues confronting the elderly and the disabled.

Come See Us at the PAELA Conference

Steven Palumbo, Regional Sales Consultant

Schedule a Demo

Be sure to stop by InterActive Legal’s booth to connect with Steven Palumbo and chat about how our innovative estate planning and elder law drafting tools support your daily practice.
InterActive Legal’s Elder Law Planning™ system helps you navigate Medicaid and asset protection planning with ease—so you can focus on what matters most: your clients.
We look forward to seeing friends and colleagues at the PAELA winter conference!

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Tax Issue Spotting for Lawyers who Draft Trusts
2026-02-25 16:00 - 17:00
View Recording

Webinar Description

Estate Planning and Elder Law attorneys often advise clients to restructure assets – often putting them in trust. Whether the goal is to avoid probate, reduce future transfer taxation, or minimize countable resources, transferring assets means changing legal ownership, and any change in ownership could have tax consequences that the planner cannot ignore. Some transfers might have no tax impact at all, others might have an impact that is insignificant, and others might have substantial tax consequences, which become a larger problem if they are a surprise to the client. Recommending and implementing trust planning without considering all potential tax consequences is a recipe for disaster.
In this webinar, we will focus on spotting the tax issues that matter – or could matter – when trusts are being considered. We will cover:·

What taxes we need to worry about and why
Tax benefits that clients won’t want to lose (and how not to lose them)
The basics of trust income taxation
The relationship between grantor trust status and estate inclusion (and how to trigger either, neither, or both)
And more.

We will poll the audience on some issues and fact-check a few hypothetical trusts to see what issues we can spot and which issues are easy to miss. After this presentation, attendees should understand the basics of the taxes that can impact clients who create trusts, how to preserve the best tax results in various situations, and how to trigger grantor trust status and estate inclusion. Like it or not, we are all tax lawyers at some level, and we need to be familiar with the basics to avoid unexpected surprises.

InterActive Legal Speaker Series Presents

Teresa L. Bush, EsqDirector of Education and Support ServicesInterActive Legal

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

ABA Tech Show 2026
2026-03-25 08:00 - 2026-03-27 17:00
Hyatt Regency McCormick Place, Chicago, Illinois

The ABA TECHSHOW is where lawyers, legal professionals, and technology all come together. For four days, attendees learn about the most useful and practical technologies available.

Come See Us at the ABA Tech Show

Mike WelchChief Executive Officer

Teresa L. Bush, Esq.Director of Education and Support Services

Matthew ToveDirector, Marketing & Sales

Robert JonesDirector of Product Development

John EllisonSoftware Engineer

Schedule a Demo

Be sure to stop by InterActive Legal’s exhibit booth to meet our team and learn about the future of InterActive Legal’s comprehensive planning and drafting system for estate planning and elder law attorneys.
We look forward to meeting you at the conference.

ABA Tech Show 2026

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

ILS Speaker Series presents “International Estate Planning Part 2 – Advising US Clients with Foreign Assets and Beneficiaries”
2026-03-30 16:00 - 17:00
RESCHEDULED

View Recording

Webinar Description

Estate planning for US clients with foreign assets requires understanding the intersection of US tax law, international treaties, and foreign legal systems—areas where many practitioners lack deep expertise. This foundational webinar informs attorneys about the primary estate and gift tax challenges that arise when representing US clients with foreign property and foreign beneficiaries. The webinar will explore alternative estate and gift structuring strategies for US-based clients with international estate planning needs.
Join attorney Eli Akhavan for a follow-up to his well-received presentation from last year. Eli is a frequent speaker and writer on cross border planning and asset protection, and the ideal person to help us advise clients with foreign connections.

InterActive Legal Speaker Series Presents

K. Eli Akhavan

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

InterActive Legal Academy Estate Planning Basics
2026-04-06 00:00 - 2026-05-01 23:59
1:00–2:00 PM ETTues & Thurs: Live Online InstructionFri: Drafting Workshops Q&A

CLE Approved*

InterActive Legal Academy is education by lawyers for lawyers. The Estate Planning Basics Series offered in April is an introduction to estate planning documents and concepts, with a focus on how property is transferred both at death and during lifetime.

Register Today – Live Classes Begin April 6th

Can’t wait until the next live session of the Estate Planning Basics Series?

Purchase On-Demand

What You’ll Learn

Learn how property passes at death and during lifetime

Understand the purpose and structure of core estate planning documents

Know when and why to use revocable trusts

Identify key planning issues for spouses, descendants, and other beneficiaries

Understand testamentary trusts and basic lifetime planning strategies

Gain practical drafting tips for common estate planning document

And more—reinforced with case studies, sample drafting language, and live Q&A

Course Syllabus

Week #1 – April 6-10

Session NameFacultyDescriptionOptional Kick off Meeting(April 6, 2026; 1pm ET) Teresa L. Bush, Esq.Administrative meeting in advance of the official program:• Check connections• Review Syllabus• Answer any questionsWhat is Estate Planning?(April 7, 2026; 1pm ET) Academy FacultyFoundations of estate planning:• Planning for death and incapacity• Probate, probate alternatives, and property transfer at death• Core estate planning documents, including Wills, Revocable Trusts, Powers of Attorney, and Health Care DirectivesTransferring Property at Death(April 9, 2026; 1pm ET) Academy FacultyMethods of Disposing of Property at Death: • Asset types and how they pass at death• Outright and trust-based dispositions under Wills and trusts• Common dispositive provisions, including fiduciaries, guardians, and contingenciesWeek 1 Workshop(April 10, 2026; 1pm ET) Academy FacultyWeek 1 concept review: • Case studies and sample language • Q&A

Week #2 – April 12-17

Session NameFacultyDescriptionEstate Planning During Lifetime Part 1: Incapacity Planning(April 14, 2026; 1pm ET) Academy FacultyPlanning for Incapacity:• Use of Revocable Trusts during incapacity• Delegation of authority through Powers of Attorney and guardianship• Health Care Directives and medical decision-makingEstate Planning During Lifetime Part 2: Lifetime Transfers(April 16, 2026; 1pm ET) Academy FacultyLifetime Transfers and Gifting Strategies: • Funding Revocable Trusts• Lifetime gifts to individuals, charities, and trusts• Introductory use of Irrevocable Trusts for tax, Medicaid, and family planningWeek 2 Workshop(April 17, 2026; 1pm ET) Academy FacultyWeek 2 concept review: • Case studies and sample language • Q&A

Week #3 – April 20-25

Session NameFacultyDescriptionIntroduction to Planning with Trusts (April 21, 2026; 1pm ET) Academy FacultyTrust-Based Planning Techniques: • Reasons to use trusts instead of outright distributions• Trust creation, administration, and distribution standards• Beneficiary powers and trust terminationEstate Planning for Married Couples(April 24, 2026; 1pm ET) Academy FacultyPlanning Considerations for Spouses: • Ownership of property between spouses• Joint trusts, divorce, remarriage, and disinheritance issues• Overview of tax consequences of spousal transfersWeek 3 Workshop(April 25, 2026; 1pm ET) Academy FacultyWeek 3 concept review: • Case studies and sample language • Q&A

Week #4 – April 27 – May 1

Session NameFacultyDescriptionEstate Planning for Descendants(April 28, 2026; 1pm ET) Teresa L. Bush, Esq.Planning for Children and Other Descendants: • Outright and trust-based gifts to descendants• Planning for minor beneficiaries and guardianship• Adjustments for lifetime gifts and special family circumstancesSpecific Topis(April 30, 2026; 1pm ET) Academy FacultyAdvanced and Special Planning Topics: • Planning for complex assets, including retirement benefits, businesses, and real estate• Considerations for business owners and higher-net-worth clients• Introductory estate tax planning conceptsWeek 4 Workshop(May 1, 2026; 1pm ET) Academy FacultyWeek 4 concept review: • Case studies and sample language • Q&A

Faculty

Learn directly from respected practitioners and thought leaders in estate planning.

Jonathan G. Blattmachr, JDEditor in Chief and Co-FounderInterActive Legal

Teresa L. Bush, Esq.Director of Education and Support ServicesInterActive Legal

Elizabeth (Beth) Q. Boehmcke, Esq.Advisor EmeritusInterActive Legal

Michael L. Graham, Esq.Chairman and Co-FounderInterActive Legal

Vanessa L. Kanaga, Esq.InterActive Legal Advisor

Letha Sgritta McDowell, CELAInterActive Legal Advisor

Rebecca Strub, Esq.Legal Content ManagerInterActive Legal

Mary E. Vandenack, CAP®InterActive Legal Advisor

Deirdre Wheatley-Liss, Esq.InterActive Legal Advisor

Tuition

Non-Subscriber: $699**Subscriber: $399

Special Pricing for Law Students (proof required)

2-Hour Lifestyle Lawyer, Elder Law College, Million Dollar Solution, and Personal Family Lawyer members receive a tuition discount. Contact your organization for details.

Save Your Seat Today

**Non-subscribers who attend may apply a tuition credit toward a new InterActive Legal subscription(if purchased within 60 days of the series end).

*CLE Approved

The Estate Planning Basics Series is approved for 12 hours of Florida CLE credit.

Certificates of attendance are provided.

Attendees outside Florida may apply for credit with their own state bar.

CLE credit may be available only for sessions attended live.

Want to Learn More about InterActive Legal Academy?

Our faculty and support staff will be happy to help you with inquiries, registration, information on future sessions, and questions about the material presented in the most recent sessions.Email academy@interactivelegal.comSupport Hours are 8:30am – 5:30pm ETMonday through Friday, except holidays

Trusted by Estate Planning Attorneys Nationwide

Hundreds of attorneys have turned to InterActive Legal Academy to sharpen their estate planning knowledge and strengthen their drafting skills. With instruction led by practicing attorneys and nationally recognized thought leaders, the Academy is where legal theory meets real-world practice.

“Having recently completed the Estate Planning Course, I’m compelled to share my thoughts on its practical value for attorneys like myself who are just starting out in the field. As a new attorney, I found this course to be an invaluable resource in kickstarting my career. The course provides a roadmap for navigating the intricacies of estate planning. From understanding the basics of wills and trusts, to how to tailor each document to a client’s needs, each session offered insights that I could apply in my practice. As someone who’s been practicing for little over a year as an associate, I found that the course served as a much-needed thread to tie together the various drafting techniques and conceptual frameworks I’d encountered in my day-to-day work. It bridged the gap between theory and practice, helping me see how each piece of the puzzle fit into the larger picture of estate planning. One aspect I particularly appreciated was the emphasis on real-world scenarios. Rather than dealing in hypotheticals, the course drew from the instructors’ own experiences and case studies, providing a glimpse into the practical challenges and considerations that estate planning attorneys must face on a day-to-day basis. I fully recommend that anyone considering estate planning as their practice should take this course, and I only wish I had taken it sooner!.”Alexander SanchezAttorneyNew York, New York

“The course was very well laid out. I enjoyed how the courses built upon one another allowing for someone with little knowledge to have a good foundation prior to diving into the harder to grasp concepts and estate planning. The handouts and video recordings were very beneficial, and the end of the week workshop helped to solidify how to apply the knowledge into everyday work and documents.”Paige KellyKelly, Passidomo & Kelly, LLP,Naples, Florida

“I’ve taken many CLEs over the past few years geared to those new to estate planning. Most of them assume too much prior knowledge and dive in in the middle of things. Or, if they are basic enough, they aren’t nearly comprehensive enough. The ILS Basics course is the best I’ve taken because it did not assume any prior knowledge, and it is also comprehensive and puts everything in context. It’s the course I would recommend someone new to estate planning take first.”Mike Beshara AttorneyDallas, Texas

“As a solo practitioner, participating in the Estate Planning Basic Series is an investment in my legal education. It helped me to refresh legal concepts, validate procedures, and learn new ways to work more efficiently. From each speaker, I got a new perspective to handle my daily work and expand my knowledge. It is a great tool to keep you on your path to success!”

Erika MoralesDuluth, Georgia

“I have now taken both the Basics and Tax Planning courses offered from Interactive Legal Academy. The material made available is excellent, and the presentations cover an extensive array of knowledge. I know that what I’m being taught is authoritative and features some of the industry’s best thinking. There really aren’t many options for a full course on estate planning, and definitely nothing so affordable. Teresa Bush deserves a great deal of credit for how she has helped put these all together.”

Stephen PappaterraAttorneyMoorestown, New Jersey

13th Annual Florida Tax Institute
2026-04-08 08:00 - 2026-04-10 17:00
Ritz-Carlton, Orlando, Grande Lakes

InterActive Legal is a proud sponsor of the 13th Annual Florida Tax Institute! The three-day Institute features programming delivered by nationally recognized speakers devoted to individual income tax, entity tax, and estate/gift tax. It is designed to be practical, informative, engaging, and innovative. The Institute draws attorneys, accountants, trust officers, estate planners, insurance and financial planners, appraisers, and planned giving professionals from across Florida and the United States. The Institute continues to build on the exceptional success of the previous institutes.

Come See Us at the Conference

Matt Tove, Director, Marketing & Sales

Schedule a Demo

Be sure to visit InterActive Legal’s exhibit booth to connect with our Director of Marketing and Sales, Matt Tove. Discover how our comprehensive planning and drafting system can support your Estate Planning practice. Spend less time on documents and more time advising your clients.
Our document drafting system helps attorneys create sophisticated estate planning documents faster with automated drafting, built-in intelligence, and a system designed specifically for estate planning attorneys.
We look forward to seeing you at the conference.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

ILS Speaker Series presents "Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities and Legal Considerations"
2026-04-08 16:00 - 17:00
View Recording

Webinar Description

This program provides invaluable insights into the complexities of managing disbursements within trust administration, with a focus on special needs trusts. Delving into the intricacies of fiduciary responsibilities and legal considerations, this resource equips trustees and administrators with strategic approaches to efficiently navigate disbursement challenges. From balancing beneficiaries’ needs and desires to complying with regulatory frameworks, this guidance ensures prudent decision-making to safeguard trust assets and uphold the trust’s objectives effectively.
This discussion addresses fiduciary responsibilities in trust distribution, distribution policies for fiduciaries, communication and transparency, regulatory compliance, risk management, and tax considerations in trust disbursements.

Key Takeaways:

Government Benefits: Implications for distribution decisions
Trust Administration: Fiduciary Responsibilities & Distribution Policies
ABLE Accounts
Trust Termination
Tax Issues for Trust Disbursements
Fact Patterns – Real-life examples of difficult distribution decisions or trust termination
Estate Planning for Challenging Distributions

InterActive Legal Speaker Series Presents

Ben Tiefenback, Esq

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

New Jersey NAELA UnProgram 2026
2026-04-15 08:00 - 17:00
InterActive Legal is a proud sponsor of the New Jersey NAELA UnProgram 2026

The NJ NAELA UnProgram will be an entirely interactive day. The program is structured in small break-outs organized around particular topics with a facilitator in each room. The major topic areas will be Medicaid, Trusts, Guardianship, Facility related issues, Special Needs, Taxation, and MORE!

Steven PalumboRegional Sales Consultant

Stop by InterActive Legal’s exhibit booth to connect with our Regional Sales Consultant, Steven Palumbo. Learn how InterActive Legal’s comprehensive planning and drafting system empowers elder law attorneys to plan with confidence and draft with precision. Our robust Elder Law Planning™ system guides you from initial strategy development through document preparation, helping you implement modern Medicaid planning techniques designed to achieve the best possible outcomes for your clients.

Schedule a Demo

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

26th Annual Advanced Elder Law & Advanced Guardianship Law
2026-04-16 08:00 - 2026-04-17 17:00
The Westin Dallas Park Central

Dallas, Texas

InterActive Legal is a proud sponsor of the 26th Annual Advanced Elder & Advnaced Guardianship Law.

Come See Us at the Conference

Lisa Briley, Regional Sales Consultant

Schedule a Demo

Be sure to visit InterActive Legal’s exhibit booth to connect with our Regional Sales Consultant, Lisa Briley, and discover how our comprehensive planning and drafting system can support your elder law practice. InterActive Legal’s robust Elder Law Planning™ system is designed to guide you through every stage of the planning process, helping you efficiently prepare documents and implement modern Medicaid strategies that maximize benefits for your clients.
We look forward to seeing you at the conference.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Complimentary Webinar: Congress Proposes Cuts to Estate and Gift Tax Exemptions - Don’t Ignore This
2026-04-20 16:00 - 17:00
Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More

View Recording

Webinar Description

Senator Chris Van Hollen introduced the Strengthen Social Security by Taxing Dynastic Wealth Act, which includes significant cuts to the high estate and gift tax exemption. Under this proposal the federal estate tax exemption could drop to $3.5M, the gift exemption could drop to $1M, and transfer tax rates could increase to 45%.
With the potential for a change in control in Congress in the upcoming elections, and the clever tie in of estate tax changes to fund Social Security which cannot be permitted to lapse, practitioners should not ignore this proposal. Practitioners may want to change documents they draft today!
The implications for transfer tax planning, trust drafting, and client advisory strategies will be discussed. The program provides a technical yet practical analysis of how reduced estate, gift, and portability thresholds, higher marginal rates could reshape planning conversations for a far broader client base than in recent years.

Drawing on current legislative proposals and emerging state‑level tax trends, the webinar explores how traditional approaches—such as portability‑only planning, formula clauses, and high‑exemption drafting defaults—may require reassessment. Particular attention is given to post‑mortem planning choices, basis management under compressed exemptions, GST and dynasty trust considerations, leveraged transfer techniques, and access‑oriented structures such as SLAT variants, SPATs, and domestic asset protection trusts. Risk framing, including reciprocal trust doctrine and step‑transaction exposure will be addressed. How should advisers recalibrate client communications, drafting, and practice management protocols? Trust drafting recommendations to use now, even with the low probability of enactment, will be discussed.

View Recording

Meet Our Speakers

Jonathan G. Blattmachr, Esq.InterActive Legal Editor in Chief
and Co-Founder

Robert S. Keebler, CPAKeebler & Associates, LLP

Martin M. Shenkman, Esq.InterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Tulsa Estate Planning Forum
2026-05-04 08:00 - 17:00
Doubletree by Hilton

Tulsa, Oklahoma

InterActive Legal is a proud sponsor of the Tulsa Estate Planning Forum
The Tulsa Estate Planning Forum is a multi-disciplinary organization of over 100 of the top professionals in their respective field who share a common belief that a client is best served by the team concept of estate planning and financial planning. Members include attorneys, trust officers, accountants, insurance and financial planners, planned giving professionals, as well as allied professionals.

Come See Us at the Conference

Lisa BrileyRegional Sales Consultant

Schedule a Demo

Be sure to visit InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Lisa Briley, and InterActive Legal Advisor, Martin Shenkman, Esq.. Explore our comprehensive planning and drafting systems for estate planning attorneys. Let us demonstrate how our solutions can help streamline your drafting process, provide valuable educational resources, and support the growth of your practice by allowing you to spend more time engaging with clients.
We look forward to connecting with you at the conference.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

ILS Speaker Series: "The Dementia–Elder Abuse Connection: What the Latest Research Reveals About Risk, Detection, and Prevention"
2026-05-05 14:00 - 15:00
Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More

View Recording

Webinar Description

The Dementia–Elder Abuse Connection: What the Latest Research Reveals About Risk, Detection, and Prevention examines emerging evidence showing that older adults living with dementia face a significantly heightened risk of abuse and neglect—particularly in community and caregiving settings. Drawing on recent national and international research, this presentation explores why mistreatment is so often missed or misattributed to cognitive decline, highlights key risk factors, and reviews evolving strategies for earlier detection and prevention. Participants will gain a clearer understanding of how current research reshapes our approach to protecting autonomy, safety, and dignity for individuals living with dementia.

View Recording

Meet Our Speaker

Julieanne Steinbacher, Esq., CELAInterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

InterActive Legal Academy Masterclass: "Trusts are the Answer, No Matter the Question"
2026-05-12 16:00 - 17:00
The Masterclass Series is an exclusive CLE-included program featuring elevated events that deliver advanced insights from the nation’s leading estate planning professionals.

CLE Approved in CA, FL, IL, NJ, NY, and TX. Self-submit available in other states.
Cost: $70.00

Reserve Your Seat

Learn from InterActive Legal’s Experts!

This premium, CLE-included event brings together deep experience, practical insight,and decades of shared expertise from InterActive Legal.

Are Trusts Always the Answer?
Advising a client to skip a trust may feel reasonable—especially when beneficiaries are responsible adults. It may also be one of the most consequential mistakes in the plan.
Once assets are distributed outright, control is gone—and so is protection. As Jonathan Blattmachr often says, “you can’t get toothpaste back into the tube.” What seems like a simple decision can leave assets exposed to creditors, poor judgment, outside influence, and risks that cannot be reversed.
In this ILS Masterclass, Jonathan Blattmachr and Teresa Bush take on one of the most debated assumptions in estate planning: Are trusts the exception—or should they be the rule?

This is not a basic overview. It’s a candid, experience-driven discussion focused on real-world consequences, practical tradeoffs, and the judgment calls that define effective planning. You’ll walk away with clearer frameworks, stronger drafting strategies, and sharper instincts for advising clients—especially when the “easy” answer may not be the best answer.
The real question isn’t whether a trust is necessary. It’s whether you’re willing to accept what happens without one.

Register Now

Seating is Limited. Secure your spot today.

Meet Our Speakers

Jonathan G. Blattmachr, Esq.InterActive Legal Editor in Chiefand Co-Founder

Teresa L. Bush, Esq.InterActive Legal Diretor of Educationand Support Services

Continuing Education Credits

InterActive Legal is partnering with Beacon Live to offer CLE Credit for this webinar.You will need to create a Beacon Live account (or use your existing account) to register for this event.

CLE Approved Jurisdictions: CA, FL, IL, NJ, NY, TX
Self-submit available in other states
Cost: $70.00

Webinar Tips

This webinar is being hosted on the Beacon Live platform.
You will need to create a Beacon Live account (or use your existing account) to register for this event.
Webinar access instructions will be provided after registration.
Please note that your link is uniquely registered to you and cannot be shared with anyone.
Playback of this webinar will NOT be immediately available. The recording may be available at a later date.
Visit our website event page to learn more about what is happening at InterActive Legal.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

66th Annual Probate & Estate Planning Institute
2026-05-14 08:00 - 2026-05-16 17:00
Grand Traverse Resort & Spa

Acme, Michigan

Co-sponsored by the Probate & Estate Planning Section of the State Bar of Michigan.

The purpose of the Probate & Estate Planning Section is to enhance and improve the practice and administration of law pertaining to probate; trust and estate planning, and administration; guardianships and conservatorships (including planning alternatives); and tax planning.

Come See Us at the Conference

Steven Palumbo, Regional Sales Consultant

Schedule a Demo

InterActive Legal is a proud sponsor of the 66th Annual Probate & Estate Planning Institute.

Be sure to stop by InterActive Legal’s booth to connect with Steven Palumbo and chat about how our innovative estate planning and elder law drafting tools support your daily practice.
Learn 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 conference.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

NAELA 2026 Annual Conference
2026-05-29 08:00 - 2026-05-30 17:00
Milwaukee, Wisconsin

InterActive Legal is a proud sponsor of the NAELA 2026 Annual Conference

Since 1989 NAELA has set the national standard in elder and special needs law education. As the organization that literally wrote the book on this field, NAELA’s Annual Conference is more than an event—it’s a cornerstone of professional excellence and innovation. Each year, the Conference draws the most respected voices in the legal community, offering an unmatched opportunity to engage with thought leaders, explore groundbreaking legal strategies, and earn top-tier Continuing Legal Education. This is where the future of elder and special needs law is shaped.

Steven PalumboRegional Sales Consultant

Rebecca Strub, Esq.Legal Content Manager

Be sure to stop by InterActive Legal’s exhibit booth to connect with our Regional Sales Consultant, Steven Palumbo, and our Legal Content Manager, Rebecca Strub.
Discover how InterActive Legal’s comprehensive planning and drafting system empowers elder law attorneys to plan with confidence and draft with precision. Our robust Elder Law Planning™ system supports you from initial strategy development through document preparation, helping you implement modern Medicaid planning techniques designed to achieve the best possible outcomes for your clients.

Schedule a Demo

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

50th Annual Advanced Estate Planning and Probate
2026-06-03 08:00 - 2026-06-05 17:00
Hyatt Regency

Frisco, Dallas, Texas

InterActive Legal is a proud sponsor of the 50th Annual Advanced Estate Planning & Probate Course from the Texas Bar Association.

Come See Us at the Conference

Lisa Briley, Regional Sales Consultant

Schedule a Demo

Be sure to visit InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Lisa Briley, and explore our comprehensive planning and drafting systems for estate planning attorneys. Lisa will demonstrate how our solutions can help streamline your drafting process, provide valuable educational resources, and support the growth of your practice by allowing you to spend more time engaging with clients.
We look forward to connecting with you at the conference.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Joint Committee on Taxation Report Just Released: Footnote 102 and the 2/37 Haircut Confusion
2026-06-05 14:00 - 14:55
Joint Committee on Taxation Report Just Released: Footnote 102 and the 2/37 Haircut Confusion

Register

Webinar Description

This program provides a rigorous and practical analysis of the emerging application of Section 68 in the fiduciary income tax context and its potential to disrupt established assumptions underlying Subchapter J of the Internal Revenue Code. Participants will gain a detailed understanding of how the so-called “two-thirty-sevenths haircut” may reduce key fiduciary deductions, including distribution deductions under Sections 651 and 661 and charitable deductions under Section 642(c), creating unexpected phantom income and tax inefficiencies at the trust or estate level.
The webinar will explore how these developments can alter the economic balance among income and remainder beneficiaries, create allocation disputes, and expose fiduciaries to heightened administrative and litigation risk. Particular attention will be given to the implications for QTIP trusts, credit shelter trusts, and long-term charitable structures, as well as the compounding impact of multi-entity “daisy chain” administration.

Attendees will also be presented with practical responses, including drafting considerations, fiduciary decision-making frameworks, and strategies to mitigate adverse tax consequences in the face of continuing uncertainty. This program is designed to equip professionals with the technical insight and practical tools necessary to address one of the most significant emerging issues in estate and trust administration.

Register Now

Meet Our Speakers

Jonathan G. Blattmachr, Esq.InterActive Legal Editor in Chief and Co-Founder

Robert S. Keebler, CPAKeebler & Associates, LLP

Martin M. Shenkman, Esq.InterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

ILS Speaker Series: How to Successfully Scale Your Trust and Estate Department
2026-06-10 16:00 - 17:00
Register Now

Webinar Description

Are you looking to scale your trust and estate practice — or turn it into a predictable revenue generator? Most trust and estate attorneys don’t have a capacity problem. They have a process problem. In this session, we break down exactly why adding more clients without the right systems leads to chaos instead of growth, and what the firms that are scaling successfully are doing differently.
We’ll cover the five things that break when a T&E practice grows, why client experience is the silent killer of referrals and recurring revenue, and how to build a workflow that holds up as caseload increases. You’ll also see a live demo of how firms have cut hours per file by 53% and more than doubled the number of trusts completed — with the same team and no increase in payroll.
Walk away with a clear picture of where your firm has gaps, what a scalable process actually looks like, and the tools to get there. Whether you’re a solo attorney or managing a growing team, this session focuses on one question: Is your practice set up to grow?

InterActive Legal Speaker Series Presents

Isabella Hughes

Register Now

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!
