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South Carolina Bar Al Todd Estate Planning Workshop

InterActive Legal is a proud sponsor of the 2023 South Carolina Bar Al Todd Estate Planning Workshop. This advanced level program is designed for experienced estate planners and tax attorneys. Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Lisa Briley, and learn about our comprehensive planning and drafting systems for estate planning and elder law planning attorneys. Lisa will show you how InterActive Legal can help grow your practice and help you spend less time drafting and more time engaging with clients.

Closely Held Business Buy-out Arrangements Should be Reviewed Immediately in Light of the Recent Connelly Case

Practitioners should inform clients with buy sell redemption agreements about the recent Connelly v. IRS, No. 21-3683 (8th Cir. 2023) that held that corporate owned life insurance had to be included in the value of the company. This recent case requires that buy-sale agreements, buy-out agreements, ownership of life insurance to be used in buyouts must all be reviewed.

Creating and Using Custom Profiles – the Best Drafting Tool in your Practice System

If you've listened in to any of the InterActive Legal training classes or previous subscriber drafting webinars, you may recall hearing someone say that creating custom profiles is the most efficient way to use the program. And this is accurate - the best tool in the program, regardless of which practice system you have, is the custom profile. But what exactly are profiles, and how can they be customized? How many can you have? Can you edit them? What happens when the program is updated? All of these questions - and more - will be answered in this hour-long session, in which we will create and use several custom profiles.

Drafting Joint Revocable Trusts (including new Community Property Trusts) in InterActive Legal

All InterActive Legal drafting systems include a Joint Revocable Trust, which operates as one combined estate planning document for a married couple or unmarried partners.  As a revocable trust, this document also is intended for incapacity planning, and includes provisions for managing trust assets for the benefit of the grantors (and later the surviving grantor) during lifetime, as well as provisions for disposing of property at each spouse’s death.  Because this document includes the estate plan for two separate individuals, it includes some drafting options that differ from those in a standard (one-grantor) revocable trust or last will and testament.

Estate Planners Day 2023 from the Estate Planning Council of New York City, Inc.

InterActive Legal is a proud sponsor of  Estate Planners Day 2023 from the Estate Planning council of New York City, Inc.   Be sure to stop by InterActive Legal's exhibit booth to find out why Estate Planning professionals turn to us as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

2023 NAELA Annual Meeting and Pre-Program

Please join us at the 2023 NAELA Annual Meeting and Pre-Program. InterActive Legal's CEO, Vanessa L. Kanaga, Esq., and InterActive Legal's Special Advisor on Elder Law Planning, Letha Sgritta McDowell, CELA, will be presenting at this year's conference.  Be sure to stop by our exhibit booth to meet Vanessa, Letha and ILS Regional Sales Consultant, Lisa Briley. Learn about our 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.

Drafting Common Estate Plans from Start to Finish in InterActive Legal

InterActive Legal drafting systems contain hundreds of different options, which can make using the program sometimes feel a bit overwhelming.  Many of the options won't be needed for most clients, but are nice to have when the situation arises.  So how can you best navigate the numerous drafting options in the program for your most common estate plans?

Trusts as Beneficiaries of Retirement Benefits:  Searching for Drafting Solutions

A Natalie Choate Exclusive Webinar for InterActive Legal Subscribers. Webinar Description: With respect to several issues created by SECURE and the proposed Treasury regulations on RMDs, there is still great uncertainty about whether there are "general rules" that can be applied when drafting a trust to be named as beneficiary of retirement benefits....ideally, "boilerplate" clauses that work for "everybody."  This webinar explores several of these conundrums, explains what is at stake with the particular concern, examines various proposed solutions, and TRIES to find a recommendation enabling drafters to move forward. 

Trusts and Estates Law Section Spring 2023 Meeting of the New York State Bar Association

Join us at the annual NYSBA Trust and Estates Law Section Spring Meeting. Be sure to stop by InterActive Legal's exhibit booth to meet our Regional Sales Consultant, Steven Palumbo, and learn about our 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.

Drafting Powers of Appointment in InterActive Legal

Powers of Appointment are one of the most common ways of adding flexibility to an estate plan. Allowing a beneficiary to redirect trust property at death or to direct a distribution from their trust to another person during lifetime can give the beneficiary a sense of control and involvement, and can also permit revisions to an estate plan when circumstances or law changes warrant. The exercise of a power of appointment, and in some cases its mere existence, can trigger tax consequences as well, some of which may be the reason for including the power itself, and others which could be unintended.

Back Door SLATs – Issues When the Grantor Becomes a Beneficiary or Appointee

Spousal Lifetime Access Trusts (“SLATs”) are ubiquitous in estate planning. As clients plan to use exmeption before it is reduced by half in 2026 the issue of access to SLAT assets is key. Those with sufficient wealth may avoid any form of access. But for most clients some type of access is essential to assure that their financial position remains secure in future years. Thus, SLATs are a balancing act. Sufficient access should be provided (and that is not a simple determination) but each additional means of access creates some additional, though unmeasurable risk of estate inclusion and reach by creditors. This webinar will explore this key SLAT and estate planning challenge.
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