Blockchain as an Estate Planning Tool
2026-07-23 16:00 - 17:00 (America/New_York)
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!
