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

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

InterActive Legal Document Provisions – Where do They Come From?

Subscriber Drafting Webinars provide continued training on various aspects of using the InterActive Legal software, usually focusing on drafting particular documents or using certain drafting options. These webinars are free to ILS subscribers. They provide insight and training regarding specific documents and options available within the drafting systems. Subscribers will receive an email outlining the topic of each drafting webinar with instructions for registration.

Drafting for Second Marriages and Blended Families in InterActive Legal

Subscriber Drafting Webinars provide continued training on various aspects of using the InterActive Legal software, usually focusing on drafting particular documents or using certain drafting options. These webinars are free to ILS subscribers. They provide insight and training regarding specific documents and options available within the drafting systems. Subscribers will receive an email outlining the topic of each drafting webinar with instructions for registration.

Pennsylvania Bar Association Elder Law Institute 2023

Each year PBI’s Elder Law Institute brings together hundreds of Elder lawyers and professionals for two days of the best instruction, interaction, and enrichment in the industry. Attorneys return year after year to hear new ideas and gather fresh insights from leading professionals in the elder law field.

North Carolina Bar 44th Annual Estate Planning & Fiduciary Law Program

Join us this summer for the 44th Annual Estate Planning & Fiduciary Law Program. This program is designed to benefit both new and experienced lawyers alike, attendees learn practical tips and gain insight to help them navigate challenges and opportunities in the current environment. 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.

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?
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