55th Annual Portland Estate Planning Seminar
2026-01-30 08:00 - 17:00 (America/Halifax)
Oregon Convention CenterPortland, Oregon

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

Come See Us at the Conference

Lisa Briley, Regional Sales Consultant

Schedule a Demo

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

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

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

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

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

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

Upping Your Practice 2026

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

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

Matthew ToveDirector, Marketing & Sales

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

Schedule a Demo

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

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

Webinar Description

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

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

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

InterActive Legal Speaker Series Presents

Jonathan G. Blattmachr, Esq.

Teresa L. Bush, Esq

Martin M. Shenkman, Esq

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!

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

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

Come See Us at the PAELA Conference

Steven Palumbo, Regional Sales Consultant

Schedule a Demo

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

Connect, Collaborate and Create ®

Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Click Here to Learn More!

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 EllisonSenior Software 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!

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 Palumbo, Regional Sales Consultant

Schedule a Demo

Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Steven Palumbo, 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.

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!
