Tax Issue Spotting for Lawyers who Draft Trusts
2026-02-25 16:00 - 17:00 (America/New_York)
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!

2026 Santa Fe Convergence: Estate Planning and Elder Law Retreat
2026-06-11 08:00 - 2026-06-13 17:00
El Dorado Hotel, Santa Fe, New Mexico

InterActive Legal is a proud sponsor of the Santa Fe Convergence: Estate Planning and Elder Law Retreat
For the first time, two of CBA-CLE’s longstanding summer retreats come together in Santa Fe for a unique Conference Convergence.
The 18th Annual Elder Law Retreat and the 46th Annual Estate Planning Retreat converge for three days of education, professional connection, and practical insight at the intersection of estate planning and elder law. As these practice areas increasingly overlap in the representation of clients and families, this joint retreat offers practitioners the opportunity to learn from one another and explore shared challenges and solutions.

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.
Come 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: SLAT Drafting with an AI Twist: Introducing a Novel Drafting Process
2026-06-22 16:00 - 17:30
Register Now

Webinar Description

Earlier this year, we presented “Thirty-One Flavors of SLATs” — a webinar designed to illustrate the wide variety of options that should be considered when drafting Spousal Lifetime Access Trusts. In that presentation, we found far more than thirty-one ways to craft an irrevocable trust with the trust creator’s spouse as the primary beneficiary. We planned a follow-up drafting workshop to demonstrate a novel process — collaborative, AI-assisted, and built to deliver more value to the client. That workshop has arrived.
Frequent commentators Jonathan Blattmachr and Martin Shenkman are joined by attorneys Thomas Tietz and Teresa Bush to demonstrate a collaborative SLAT drafting session. The speakers use an automated document assembly system to illustrate drafting options for a hypothetical (but not ultra-wealthy) client, discussing those options as they go — considering choices, making decisions, and explaining why provisions are included or omitted for this particular client.

The presentation then shows how the recorded session can generate first a transcript and then a draft client communication that explains why choices were made, giving the client a different perspective on the complexity of this work. The AI tools used to generate the client memo are introduced, along with why drafting together carries real advantages over drafting alone.

InterActive Legal Speaker Series Presents

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

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

Martin M. Shenkman, Esq.InterActive Legal Advisor

Thomas A. Tietz, Esq.Shenkman Tietz

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!

North Carolina Bar 2026 Annual Estate Planning & Fiduciary Law Program
2026-07-23 08:00 - 2026-07-25 17:00
Kiawah Island Golf Resort, Kiawah Island, SC

Join us for the 2026 Annual Estate Planning & Fiduciary Law Program. This program covers significant estate planning, estate administration, and tax issues. Designed to benefit both new and experienced lawyers alike, learn practical tips and gain insight to help you navigate challenges and opportunities in the current environment.

Come See Us at the NC Bar Annual Estate Planning & Fiduciary Law Program

Lisa BrileyRegional Sales Consultant

Schedule a Demo

Visit InterActive Legal’s exhibit booth to meet Regional Sales Consultant Lisa Briley and see a live demo of our planning and drafting systems built for estate planning and elder law attorneys. Lisa will show you how InterActive Legal can cut your drafting time, expand your educational resources, and free you up to spend more time with clients — and less at your desk.
We hope to see you there.

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!

2026 University of South Carolina Joseph F. Rice School of Law Estate Planning Conference
2026-10-15 08:00 - 2026-10-16 17:00
Columbia, South Carolina

InterActive Legal is a proud sponsor of the 2026 University of South Carolina Joseph F. Rice School of Law Estate Planning Conference.

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!

Stetson University National Conference on Special Needs Planning and Special Needs Trusts
2026-10-21 08:00 - 2026-10-23 17:00
Celebrating 28 years, Stetson’s National Conference on Special Needs Planning and Special Needs Trusts provides three days of programming with nationally recognized speakers who will cover the major issues presented in the creation, administration, monitoring, and planning of special needs trusts.

Come See Us at the National Conference on Special Needs Planning and Special Needs Trusts

Lisa BrileyRegional Sales Consultant

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

Matthew ToveDirector, Marketing & Sales

Schedule a Demo

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.

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!
