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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.

NYSBA Elder Law & Special Needs Fall 2022 Meeting

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.

2022 National Conference on Special Needs Planning and Special Needs Trusts

The Vinoy Renaissance Resort & Golf Club, St. Petersburg, Florida 501 5th Ave NE, St Petersburg, Florida, United States
Join us at the 24th annual Stetson University National Conference on Special Needs Planning and Special Needs Trusts. This conference 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. Be sure to stop by InterActive Legal’s exhibit booth to meet our team 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.

Drafting Options for Descendants (and Other Non-Spouse Beneficiaries)

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.

The Flexible Beneficiary Trust

In-person dinner presentation by Jonathan G. Blattmachr., J.D. brought to you by the Estate Planning Council of Suffolk County, Inc.

Massachusetts NAELA September Dinner Meeting

Join InterActive Legal at the Massachusetts NAELA September dinner meeting. Be sure to stop by our 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.

53rd Annual Sidney Kess New York Estate, Tax & Financial Planning Conference

Join us to hear from some of the nation’s leading experts as they discuss estate, tax, and financial planning opportunities to consider after a year that’s presented new and profound challenges to the national economy and impacted the financial circumstances of countless individuals and businesses.

NYSBA Trusts And Estates Law Section Fall 2022 Meeting

Join InterActive Legal at the NYSBA Trust and Estates Law Section Fall 2022 meeting in Boston, Massachusetts. Be sure to stop by our 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 […]

Helping Families Deal with LGBTQ Issues

Advisors to high-net-worth individuals and family offices need to adjust their approach when assisting families with lesbian, gay men, bisexual trans and queer (LGBTQ) members. Because societies have historically discriminated against LGBTQ individuals, advisors need to have emotional intelligence so these clients can honestly and openly discuss their needs. They may also need to address conflict between the LGBTQ individuals and other family members. The panelists will discuss how advisors can assess and improve their own approaches to helping these families.
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