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Potential Estate Tax Changes: Bonus Exemption, Possible Repeal, and What To Do Now in Light of Great Uncertainty

Proposals have been made to extend all 2017 tax cuts, including the bonus estate, gift, and GST tax exemptions. There also has been a proposal to repeal the federal estate tax (but not the gift tax) and yet continue to permit the income tax-free step-up in basis at death. Federal estate tax repeal would radically change estate planning, but it won’t mean action is not necessary. Many wills and trusts use formulas based on tax definitions to allocate wealth to the intended heirs. Without a federal estate tax, those formulas may work in unanticipated ways that could be a disaster. And new formulas for disposition will have to be developed. Whether it is status quo (exemption reduced in 2026), extension of bonus exemption, or full federal estate tax repeal (and the scenarios for that might be quite different), practitioners need to know how to respond. Also, note that the retention of the gift tax may inhibit some from making transfers during lifetime to or for family members.

Stuck in the Middle: The Ethics of Representing Couples in Estate Planning

It is not uncommon for an estate planning attorney to represent both spouses in the preparation of their estate plan. In fact, it’s a routine part of the practice. Most estate planning attorneys are aware that representing a married couple requires having a provision about the joint representation in the engagement letter; but we don’t often stop to think about the rules of legal ethics involved in representing both spouses, unless and until something goes wrong. Moreover, we don’t always consider how those same rules apply to some of the unique situations that can occur when representing unmarried couples. This webinar will look at the Model Rules of Professional Conduct implicated in representing couples, and consider their application in the context of possible scenarios that could occur when planning for married and unmarried couples.

Subscriber Drafting Webinar: Which Trust Form Should I Use?

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.

New Jersey 2025 Elder and Disability Section Retreat

Be sure to stop by InterActive Legal's exhibit booth to find out why Estate Planning and Elder Law 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.

Trusts and Estates Law Section 2025 Spring 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.

State Bar of Arizona: Advanced Probate Law CLE

InterActive Legal is a proud sponsor of the State Bar of Arizona "Advanced Probate Law CLE" program. Be sure to stop by InterActive Legal's exhibit booth to find out why Estate Planning and Elder Law 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.

2025 NAELA Annual Conference & Pre-Programs

Join InterActive Legal at the 2025 NAELA Annual Conference and Pre-programs NAELA's Annual Conference has provided elder and special needs law professionals an unparalleled opportunity to learn, discover, and succeed in the field. At this year’s Annual Conference, you'll engage with thought-provoking speakers and experience cutting-edge Continuing Legal Education programming designed to help you expand your outlook and sharpen the skills and knowledge you need to excel in your practice.

Schenectady County Bar Association’s T&E and Elder Law Seminar

Be sure to stop by InterActive Legal's exhibit booth to meet our Regional Sales Consultant, Steven Palumbo. Learn how InterActive Legal can help grow your practice and help you spend less time drafting and more time engaging with clients.

Subscriber Drafting Webinar

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.

TexasBarCLE: 49th Annual Advanced Estate Planning & Probate Course

InterActive Legal is a proud sponsor of the 49th Annual Advanced Estate Planning & Probate Course from the Texas Bar Association.  Be sure to stop by our exhibit booth and let us show you why Estate Planning professionals turn to us as their main resource for the latest planning strategies.

PBI 2025 Elder Law Institute

Today’s older population is growing faster than other age groups and living longer than previous generations. These shifts are creating new opportunities and greater demand for skilled, knowledgeable elder law attorneys who can advocate for the elderly, disabled individuals, and their families. If you are looking for a place that offers critical new information in a well-rounded agenda, nationally recognized speakers, your VA credits, plus fresh ideas for your practice, then the Elder Law Institute is the program for you!

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