26th Annual Advanced Elder Law & Advanced Guardianship Law
2026-04-16 08:00 - 2026-04-17 17:00 (America/New_York)
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

View Recording

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.

View Recordng

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
View Recording

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

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!

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
View Recording

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

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 RESCHEDULED: The Latest in AI Advancements for Law Practice
2026-07-15 16:00 - 17:00
Due to unexpected circumstances, our Speaker Series webinar “The Latest in AI Advancements for Law Practice” originally scheduled for July 8th, has been rescheduled to July 15th. If you previously registered for this event, your registration will be carried over to the new date, and you’ll receive a fresh confirmation email with your join link and calendar details. We appreciate your understanding and look forward to seeing you on the new date.

View Recording

Webinar Description

Generative AI has already moved from novelty to fixture in legal practice, and its capabilities are growing almost faster than we can keep up. We have heard the stories about fabricated citations and hallucinations, and we’re far past that point now. But where exactly are we, as lawyers, in being able to use AI the way it should be used — to improve efficiency and lessen risk, rather than increase it? At the 2026 ABA Tech Show, nearly every exhibitor touted their harnessing of AI to make your practice better, but is that really happening? False AI output can cause erroneous formula gifts, missed deadlines, trusts that don’t match the client’s goals, and more, so how can we be sure that new AI tools are safe?

This webinar cuts through the hype and the noise to address the questions you’re actually facing: How do you take the first steps into using AI? What are the critical “dos and don’ts?” How can we distinguish the tasks where AI genuinely helps from the ones where it quietly creates potential malpractice exposure? And on the ethical side: When does using AI cross an ethical line under ABA Formal Opinion 512 and your state’s individual guidance? And can you enter client or beneficiary information into AI tools without breaching Rule 1.6?
Join us for a practical, T&E-focused session that will explain the difference between Generative AI and Expert AI systems, discuss the impact AI can have on profitability, and compare the high-risk workflow steps where AI should be avoided with the lower-risk uses where it earns its keep. We’ll provide real recommendations, sample language, and other ideas to help develop a concrete plan for using AI competently, confidentially, and defensibly — because the technology is simply a tool, and the attorney remains responsible for every word.

InterActive Legal Speaker Series Presents

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

Jeffrey Glickman

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

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

Matt ToveDirector, Marketing and Sales

Schedule a Demo

Visit InterActive Legal’s exhibit booth to meet Regional Sales Consultant, Lisa Briley, and Marketing and Sales Director, Matt Tove. See a live demo of our planning and drafting systems built for estate planning and elder law attorneys. Our team 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!

Blockchain as an Estate Planning Tool
2026-07-23 16:00 - 17:00
Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More

Register

Webinar Description

Estate planning is evolving rapidly—and traditional, document-centric approaches may not remain adequate to address risks and issues in a rapidly advancing technological environment.
This webinar will provide estate planners, even those with no understanding or awareness of the blockchain, crypto, NFTs and similar concepts, with a clear, actionable framework for integrating blockchain technology into modern planning strategies. Simple explanations of the blockchain and related concepts will be provided. The program focuses on real-world applications, including how blockchain can create tamper-evident records of wills, trusts, and related documents; how cryptographic hashing can establish a permanent “fingerprint” of client documents for evidentiary protection; and practical strategies to reduce disputes involving lost, altered, or competing documents.

The program will also address fraud, undue influence, and late-stage document challenges using objective verification techniques, and demonstrate how to build a coordinated, version-controlled system for multiple estate planning instruments. Additional topics include improving asset discovery through verifiable inventories, enhancing estate administration efficiency, structuring secure access to digital assets, and implementing milestone-based communications to transmit client values. Attendees will leave with concrete, practice-ready tools to modernize their planning approach, better protect client intent, and respond effectively to the growing complexity of digital and global wealth.

Register Now

Meet Our Speakers

Martin M. Shenkman, Esq.InterActive Legal Advisor

Thomas A. Tietz, Esq.Shenkman Tietz, LLP

Deepak SainiFounder & CEOBlockWill

Ishan ShuklaCo-Founder & Head of StrategyBlockWill

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!

Personal Family Lawyer Live 2026
2026-07-28 08:00 - 2026-07-31 17:00
Denver, Colorado

InterActive Legal is a proud sponsor of PFL Live 2026

At PFL Live, you’ll discover how forward-thinking estate planning attorneys are positioning their firms for the future—leveraging AI, transforming the client experience, and strengthening the human relationships that drive long-term success. Through inspiring talks, interactive workshops, real-time coaching, and powerful peer connections, you’ll walk away with inspiration and actionable next steps to take your firm to new heights.

Steven PalumboRegional Sales Consultant

Rebecca Strub, Esq.Legal Content Manager

Visit InterActive Legal at PFL Live 2026 in Colorado to see how today’s estate planning attorneys are drafting faster and serving clients better. Stop by our booth to meet Regional Sales Consultant Steven Palumbo and Legal Content Manager Rebecca Strub, Esq., and discover how our planning and drafting platform helps you plan with confidence, draft with precision, and put more time back into the relationships that grow your firm.

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!

NAELA Trust and Estate Tax Returns: Forms to Filing
2026-07-29 13:00 - 2026-08-12 16:30
Virtual Workshop via Zoom

Trust & Etate Tax Returns: Forms to FilingA Three-Part Series on Trust & Estate Tax Returns

Day 1 July 29th 1 PM-4:30 PM ET: Form 706 – United States Estate Tax Return (Prep & Review)Day 2 Aug. 5th 1 PM-4:30 PM ET: Form 709 – United States Gift Tax Return (Prep & Review) Day 3 Aug. 12th 1 PM-4:30 PM ET: Form 1041– United States Fiduciary Tax Return (Prep & Review)

This highly interactive online practicum gives participants real-world experience preparing trust and estate tax returns. Attendees will both complete returns and review “CPA prepared” returns, working through them live, reviewing entries, discussing why they work, and identifying necessary corrections across multiple scenarios.

Gain hands-on experience preparing Forms 1041, 709, and 706
Understand how different fact patterns impact tax reporting
Learn common mistakes and how to avoid them
Build confidence reviewing, correcting, and explaining tax return entries
Apply practical strategies you can use immediately in your practice
Integration of substantive tax law with the process of completing returns.

Register Now

Sponsored by InterActive Legal

Learn about InterActive Legal’s comprehensive planning and drafting system for elder law attorneys. Our robust Elder Law Planning™ system supports both the planning phase and document preparation. It helps you outline and execute the modern Medicaid strategies that most benefit your client.

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!

The 12-Step Quiz to Figure Out the RMD Payout Period for a Trust
2026-08-04 16:00 - 17:00
Subscriber-Only Webinar by Natalie B. Choate, Esq.

An on-demand recording will be available for non-subscribers to purchase after the event.

Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More

Subscriber Registration

Webinar Description

The RMD rules are not difficult; it’s just that there are a lot of them – and they seem more complicated when a trust is involved. This webinar is designed to tackle those rules: determining RMDs for a trust in a few easy steps; the trust planning/drafting issues that matter for your clients; when a trust’s RMD strategy can make a big difference and when it can’t; and the most common mistakes and how to avoid them.
Natalie Choate will guide us through the steps (all twelve of them) to figure out the RMD payout period for a trust, touching on the individual factors that lead to the eventual answer.

Is the trust a see-through trust?
Conduit or accumulation?
Who are the beneficiaries?
Are there EDBs?
Which beneficiaries must we count and which can we disregard?
And more.

Whether you are drafting a trust or evaluating one created by another lawyer, join us to logically step through the issues involved in determining the RMD payout when a trust is involved.

Subscriber-Only Webinar

Subscriber Registration

An on-demand recording will be available for non-subscribers to purchase after the event.

Meet Our Speaker

Natalie B. Choate, Esq.Nutter McClennen & Fish, LLP

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!

A Deeper Dive Into AI Advancements for Law Practice
2026-08-11 16:00 - 17:00
The InterActive Legal Academy Masterclass Series is an exclusive CLE-included program featuring elevated events that deliver advanced insights from the nation’s leading estate planning professionals.

CLE Pending 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.

AI is seemingly everywhere, as are lawyers speaking about how to use it to work smarter, rather than harder. We have heard the ethical issues surrounding AI, but beyond that are practical issues, like why AI is good for some tasks and not others.
In this live Masterclass from InterActive Legal Academy, our founding attorneys Jonathan Blattmachr and Michael Graham will discuss AI with a computer scientist who has spent years actually building and working with AI for tasks other than legal work. Jeff Glickman can give us the scientific reasons that AI works well in some situations and not so well in others.
Jeff, Jonathan, and Mike will:

illustrate AI use for legal work via live demonstrations
take a deeper dive into the ethical issues than we have before
discuss critical dos and don’ts for AI use by lawyers in detail, including the ethical and science-based reasons behind them
focus on how AI has the potential to both increase and decrease efficiency and profitability
and more.

Join us for a different perspective on the science behind AI and how that should drive its every-day use by lawyers in general, and estate planners in particular.

Register Now

Seating is Limited. Secure your spot today.

Meet Our Speakers

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

Jeffrey GlickmanComputer Scientist

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

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

CLE credit may be available only for sessions attended live.
This presentation is only available for live attendance.

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!

Million Dollar Solution (MDS) Sales and Marketing Mastery Summit
2026-08-28 08:00 - 17:00
Niagara Falls, New York

InterActive Legal is a proud sponsor of the Million Dollar Solution (MDS) Sales and Marketing Mastery Summit. Founded in 2002, the Million Dollar Solution is a business coaching group. It serves elder law and estate planning attorneys across the United States. At this conference, a curated team of experts will share strategies and best practices. These insights will help elevate your Estate Planning and Elder Law practice.

Come See Us at the Conference

Matthew ToveDirector, Marketing & Sales

Schedule a Demo

Be sure to stop by InterActive Legal’s exhibit booth at the MDS Summit to meet our team. Learn about our comprehensive planning and drafting system for elder law attorneys. Our robust Elder Law Planning™ system supports both the planning phase and document preparation. It helps you outline and execute the modern Medicaid strategies that most benefit 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!

Meritas Private Client Meeting
2026-09-25 08:00 - 17:00
Meritas Private Client Meeting is being held in beautiful San Diego, September 24-25, 2026. This year’s meeting is sponsored and hosted by local firm, Procopio, Cory, Hargreaves & Savitch LLP, and software solutions partner, InterActive Legal.

www.meritas.org

Come See Us at the Meritas Private Client Meeting

Lisa BrileyRegional Sales Consultant

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

Matthew ToveDirector, Marketing & Sales

Schedule a Demo

Visit InterActive Legal’s exhibit booth to meet our team. See a live demo of our planning and drafting systems built for estate planning and elder law attorneys. We 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. This conference continues to bring together leading practitioners, academics, and professionals for timely discussions on developments 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!

Stetson University National Conference on Special Needs Planning and Special Needs Trusts
2026-10-21 08:00 - 2026-10-23 17:00
Now celebrating 28 years, Stetson’s National Conference on Special Needs Planning and Special Needs Trusts offers three days of programming. Nationally recognized speakers will cover the major issues in special needs trusts. Topics include the creation, administration, monitoring, and planning of these 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. You can also learn about our comprehensive planning and drafting system for elder law attorneys. Our robust Elder Law Planning™ system supports both the planning phase and document preparation. It helps you outline and execute the modern Medicaid strategies that most benefit 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!
