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.
All InterActive Legal Wills and Trusts allow the drafter to incorporate trusts for individuals with various terms. When planning for descendants or nieces and nephews, the drafter selects between "Separate Trusts" and a "Single Trust," but those labels may not be self-explanatory. In this webinar, we'll first discuss what we mean by the terms Separate Trusts and Single Trusts, how they are designed, and how they differ, with the objective of making it easier to decide which is appropriate in a specific drafting situation. We will then go through the drafting options for each type of trust, including selections for when a trust terminates, powers of appointment, SNT options, conduit/accumulation trust provisions, and more.
Celebrating 25 years, Stetson's National Conference on Special Needs Planning and Special Needs Trusts provides three days of programing with nationally recognized speakers who will cover the major issues presented in the creation, administration, monitoring, and planning of special needs trusts.
InterActive Legal is a proud sponsor of the 2023 Meritas Trusts & Estate Practice Group Meeting. Vanessa L. Kanaga, Esq., CEO, InterActive Legal
will be speaking about the SECURE Act at this year's meeting. Be sure to stop by InterActive Legal’s exhibit booth to meet Vanessa and our Regional Sales Consultant, Steven Palumbo.
UJA Virtual Conference InterActive Legal is a proud sponsor of the 54th Annual Sidney Kess New York Estate, Tax & Financial Planning Conference. Join us at this virtual event to hear from some of the nation’s leading experts as they discuss estate, tax, and financial planning opportunities to consider in this pivotal year ahead as […]
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.
Please join us at the 4th Annual Million Dollar Solutions (MDS) Dementia Focused Practice® Conference. The Million Dollar Solution, founded in 2002, is a business coaching group for elder law and estate planning attorneys across the United States. At this conference, a curated team of experts will share strategies and best practices to add this focus to your practice.
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