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Heckerling Themes and Takeaways:  Reviewing the Most Important Topics Discussed at the 2023 Institute

The Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors, and wealth management professionals.  Following the 57th Annual Institute held on January 9-13, 2023, InterActive Legal will bring to you our annual review and analysis of the week-long proceedings.  This year's review will be presented by Jonathan Blattmachr, Abigail O'Connor, and Martin Shenkman, who will provide a 90-minute analysis and valuable materials summarizing the presentations from the Institute.

Drafting the Standard Irrevocable Trust 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.

ABA CLE Webinar: Estate Planning Best Practices

The panelists will cover issues ranging from common tax planning strategies and important issues to consider, to the formalities associated with signing documents reflecting the planning. This esteemed group of panelists share their insights drawing upon years of experience as well-regarded planners and trust and estate litigators.

57th Annual Heckerling Institute on Estate Planning

The Heckerling Institute on Estate Planning is the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team. The 57th Heckerling Institute covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors.

Year-End 2022 Estate Planning

Year-end tax planning for 2022 is different from prior years. Practitioners might recommend traditional annual gift planning but for some (perhaps many) clients, annual gifts may not be worthwhile.

Using the “Document Packages” Feature in InterActive Legal

Now that we have reached the holiday gift-giving season, it seems only fitting to talk about packages.  In this case, however, it's not a present or gift, but a package of estate planning documents.  Most planners are familiar with preparing a group of documents - often called a "package" - that includes one or more testamentary documents plus two or more ancillary documents for incapacity planning.  This subscriber drafting webinar will focus on how to work with a group of documents in the program, and also how to set up standard document packages to improve efficiency.

Massachusetts NAELA December Dinner Meeting and Vendor Fair

Join InterActive Legal at the Massachusetts NAELA December dinner meeting and Vendor Fair. This is an in-person only event. 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.

AFELA UnPROGRAM

InterActive Legal is a proud sponsor of the 2022 Academy of Florida Elder Law Attorneys (AFELA) UNPROGRAM.

Drafting Trusts for Surviving Spouses in InterActive Legal

In this subscriber drafting webinar, we will review the types of trusts that can be created for a surviving spouse, including trusts that qualify for the marital deduction (and therefore the step-up in basis at the survivor’s death), discretionary “sprinkle” trusts for the spouse and family, credit-shelter trusts, supplemental needs trusts, and trusts for retirement assets. We will cover how to trigger each of these trusts in the various practice systems, as well as the options for designing each type of trust within Wills, Revocable Trusts, and Joint Revocable Trusts. We’ll also briefly review inter vivos trusts for spouses (sometimes called “SLATs”), and how to draft them in your InterActive Legal program.

59th Annual NAEPC Advanced Estate Planning Strategies Conference

This conference features nationally-recognized speakers on advanced topics of interest to allied professionals and provides opportunities for attendees to cultivate multi-disciplinary relationships while collaborating on cutting-edge ideas and trends. The conference educational sessions are for every member of every estate planning council and all estate planning professionals.  

48th Annual Notre Dame Tax & Estate Planning Institute

The 48th Annual Notre Dame Tax & Estate Planning Institute will take place (in virtual form) on November 9-11, 2022. They have lined up an impressive panel of speakers who will, as always, address numerous practical topics, relevant for a broad range of clients, even clients not exposed to the estate tax.

Decoupled State Estate Tax Planning 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.
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