ILS Speaker Series: How to Successfully Scale Your Trust and Estate Department
2026-06-10 16:00 - 17:00 (America/New_York)
Register Now

Webinar Description

Are you looking to scale your trust and estate practice — or turn it into a predictable revenue generator? Most trust and estate attorneys don’t have a capacity problem. They have a process problem. In this session, we break down exactly why adding more clients without the right systems leads to chaos instead of growth, and what the firms that are scaling successfully are doing differently.
We’ll cover the five things that break when a T&E practice grows, why client experience is the silent killer of referrals and recurring revenue, and how to build a workflow that holds up as caseload increases. You’ll also see a live demo of how firms have cut hours per file by 53% and more than doubled the number of trusts completed — with the same team and no increase in payroll.
Walk away with a clear picture of where your firm has gaps, what a scalable process actually looks like, and the tools to get there. Whether you’re a solo attorney or managing a growing team, this session focuses on one question: Is your practice set up to grow?

InterActive Legal Speaker Series Presents

Isabella Hughes

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!

2026 Santa Fe Convergence: Estate Planning and Elder Law Retreat
2026-06-11 08:00 - 2026-06-13 17:00
El Dorado Hotel, Santa Fe, New Mexico

InterActive Legal is a proud sponsor of the Santa Fe Convergence: Estate Planning and Elder Law Retreat
For the first time, two of CBA-CLE’s longstanding summer retreats come together in Santa Fe for a unique Conference Convergence.
The 18th Annual Elder Law Retreat and the 46th Annual Estate Planning Retreat converge for three days of education, professional connection, and practical insight at the intersection of estate planning and elder law. As these practice areas increasingly overlap in the representation of clients and families, this joint retreat offers practitioners the opportunity to learn from one another and explore shared challenges and solutions.

Come See Us at the Conference

Lisa BrileyRegional Sales Consultant

Schedule a Demo

Be sure to visit InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Lisa Briley.
Come explore our comprehensive planning and drafting systems for estate planning attorneys. Let us 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!

ILS Speaker Series: SLAT Drafting with an AI Twist: Introducing a Novel Drafting Process
2026-06-22 16:00 - 17:30
Register Now

Webinar Description

Earlier this year, we presented “Thirty-One Flavors of SLATs” — a webinar designed to illustrate the wide variety of options that should be considered when drafting Spousal Lifetime Access Trusts. In that presentation, we found far more than thirty-one ways to craft an irrevocable trust with the trust creator’s spouse as the primary beneficiary. We planned a follow-up drafting workshop to demonstrate a novel process — collaborative, AI-assisted, and built to deliver more value to the client. That workshop has arrived.
Frequent commentators Jonathan Blattmachr and Martin Shenkman are joined by attorneys Thomas Tietz and Teresa Bush to demonstrate a collaborative SLAT drafting session. The speakers use an automated document assembly system to illustrate drafting options for a hypothetical (but not ultra-wealthy) client, discussing those options as they go — considering choices, making decisions, and explaining why provisions are included or omitted for this particular client.

The presentation then shows how the recorded session can generate first a transcript and then a draft client communication that explains why choices were made, giving the client a different perspective on the complexity of this work. The AI tools used to generate the client memo are introduced, along with why drafting together carries real advantages over drafting alone.

InterActive Legal Speaker Series Presents

Jonathan G. Blattmachr, Esq.Editor in Chief and Co-FounderInterActive Legal

Teresa L. Bush, Esq.Director of Education and Content Support ServicesInterActive Legal

Martin M. Shenkman, Esq.InterActive Legal Advisor

Thomas A. Tietz, Esq.Shenkman Tietz

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!

North Carolina Bar 2026 Annual Estate Planning & Fiduciary Law Program
2026-07-23 08:00 - 2026-07-25 17:00
Kiawah Island Golf Resort, Kiawah Island, SC

Join us for the 2026 Annual Estate Planning & Fiduciary Law Program. This program covers significant estate planning, estate administration, and tax issues. Designed to benefit both new and experienced lawyers alike, learn practical tips and gain insight to help you navigate challenges and opportunities in the current environment.

Come See Us at the NC Bar Annual Estate Planning & Fiduciary Law Program

Lisa BrileyRegional Sales Consultant

Schedule a Demo

Visit InterActive Legal’s exhibit booth to meet Regional Sales Consultant Lisa Briley and see a live demo of our planning and drafting systems built for estate planning and elder law attorneys. Lisa 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.

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
Celebrating 28 years, Stetson’s National Conference on Special Needs Planning and Special Needs Trusts provides three days of programming with nationally recognized speakers who will cover the major issues presented in the creation, administration, monitoring, and planning of special needs 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 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.

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!
