BEGIN:VCALENDAR VERSION:2.0 PRODID:-// - ECPv6.15.20//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://interactivelegal.com X-WR-CALDESC:Events for REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20250806T150000 DTEND;TZID=America/New_York:20250806T160000 DTSTAMP:20260430T160133 CREATED:20250724T135116Z LAST-MODIFIED:20250806T125954Z UID:47563-1754492400-1754496000@interactivelegal.com SUMMARY:Speaker Series Webinar POSTPONED-Cutting the Cord: Tax Implications of Expatriation DESCRIPTION:Due to unforeseen circumstances\, “Cutting the Cord:  Tax Implications of Expatriation” is being postponed to a later date. We apologize for any inconvenience this may cause\, and hope to see you at the rescheduled event. \n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Please join us for the next installment in the InterActive Legal Speaker Series on a topic that may be foreign to some of us – expatriation. Clients are becoming more interested in this topic\, and this presentation will focus on the tax implications in detail. \n In this webinar\, attorney Sebastian Orozco will provide a detailed examination of U.S. tax issues affecting individuals who expatriate under the framework of Section 877A of the Internal Revenue Code and the newly finalized Section 2801 regulations.  He’ll outline the definitions and criteria for classification as a covered expatriate\, and the resulting tax consequences\, including the mark-to-market exit tax regime\, the treatment of pre-expatriation gifting\, and beneficial interests in trusts.   \n \n \n \n \n \n \n \n \n \n \n \n We’ll learn about compliance requirements\, such as dual-status tax returns and Form 8854—including some of the penalties for non-compliance. Special attention will be given to the treatment of deferred compensation\, nongrantor trusts\, and tax-deferred accounts\, offering practical guidance for navigating the final year of U.S. tax residency. \n The materials also will explore strategic planning opportunities for long-term residents who are considering expatriation\, including treaty-based residency elections and pre-expatriation gifting strategies. The implications of the Section 2801 tax on covered gifts and bequests will be covered\, detailing how the tax is calculated\, reported\, and enforced. Examples will illustrate the tax treatment of distributions from domestic and foreign nongrantor trusts\, and the complexities that surround them. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series Presents \n \n \n \n \n \n \n \n \n \n \n \n \n Sebastian Orozco Segrera \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n 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. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\n 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.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n 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. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/speaker-series-webinar-cutting-the-cord-tax-implications-of-expatriation/ CATEGORIES:Speaker Series Webinar ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-08-06-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250807T150000 DTEND;TZID=America/New_York:20250807T160000 DTSTAMP:20260430T160133 CREATED:20250730T180418Z LAST-MODIFIED:20250730T202052Z UID:47575-1754578800-1754582400@interactivelegal.com SUMMARY:OBBBA Part 3: Non-Grantor Trusts\,  Sec. 68(e)\, and Other Post-OBBBA Planning Considerations DESCRIPTION:This webinar is part of our complimentary OBBBA Webinar Series  \n\n\n\n\n\n\n\n\n\n\n\n\n\n Register NOW \n\n\n\n\n\n\n\n\n\n\n\n Complimentary Webinar: Basis Planning After OBBBA\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n OBBBA made a myriad of changes to the tax law. The indirect planning implications are quite significant. This webinar assumes attendees are already familiar with the basic OBBBA changes and will build on that with a discussion of how and when non-grantor trusts may be used\, sometimes differently\, in planning post-OBBBA. \n In particular\, we will cover the repeal of Code Section 68(e) and the application of the new 2/37ths reduction in charitable contribution deductions to trusts. What impact will that change have on existing trusts that have charitable beneficiaries? How will charitable lead trusts be affected? What should trustees of such trusts consider? \n \n \n \n \n \n \n \n \n \n \n \n The use of non-grantor trusts to enhance charitable contribution deductions will still make sense for many taxpayers\, but practitioners should caution clients pursuing that planning of the implications of the new 2/37 reduction. For some clients using QCDs\, bunching\, or other planning techniques may be preferable.   \n \n Register Now\n \n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n \n \n \n \n \n Alan S. GassmanInterActive Legal Advisor \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Complimentary OBBBA Webinar Series  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Part 1: One Big Beautiful Estate Planning Webinar – What to do Now \n \n \n Discover how the newly enacted Big Beautiful Bill (“BBB”)—officially\, the One\, Big\, Beautiful Bill Act—will reshape the landscape for estate planners. In this webinar\, nationally recognized attorneys Jonathan Blattmachr\, Alan Gassman\, and Martin Shenkman break down the BBB’s 14 most impactful tax provisions\, explain their direct and indirect implications for estate planning\, and outline practical strategies you can implement right away. Whether your practice centers on traditional estate planning or sophisticated transfer tax work\, understanding the BBB’s sweeping changes is essential. Watch the full session below to stay ahead of the curve. \n \n \n \n \n \n Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits \n \n \n Discover how the One\, Big\, Beautiful Bill Act (OBBBA) is reshaping charitable planning. In this Hot Topic webinar\, leading estate planning attorneys Martin Shenkman\, Jonathan Blattmachr\, Alan Gassman\, and Robert Keebler break down OBBBA’s most impactful charitable provisions and share advanced strategies—like leveraging non-grantor trusts and CRTs—to maximize income tax benefits. Stay ahead of these sweeping changes with actionable insights you can implement now. \n \n View OBBBA Webinar Series\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n 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.\n A recording of this webinar will be posted to our website here: https://interactivelegal.com/big-beautiful-bill/\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n 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. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/obbba-part-3/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-07-10-OBBBA-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250813T150000 DTEND;TZID=America/New_York:20250813T160000 DTSTAMP:20260430T160133 CREATED:20250731T163630Z LAST-MODIFIED:20251230T213711Z UID:47581-1755097200-1755100800@interactivelegal.com SUMMARY:Complimentary Webinar: New Delaware DAPT Case and Asset Protection Planning DESCRIPTION:Complimentary Webinar: Basis Planning After OBBBA\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n In a recent Delaware asset protection case\, In Re CES 2007 Trust\, a self-settled domestic asset protection trust (DAPT) was upheld. The settlor had some foot faults in the administration of the trust and the trust owned other entities\, but neither of those facts were fatal to the positive result. The court upheld the DAPT even though the settlor served as the trust’s investment advisor and as manager of real estate LLCs owned by the trust. This program will review the recent Delaware case and evaluate its import to asset protection planning generally.  The speakers will analyze the facts in the case and make specific recommendations to practitioners as to how to implement similar plans in the future. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n \n \n \n \n \n Alan S. GassmanInterActive Legal Advisor \n \n \n \n \n \n Abigail E. O’Connor\, JDInterActive Legal Advisor \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n 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.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n 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. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/complimentary-webinar-new-delaware-dapt-case-and-asset-protection-planning/ CATEGORIES:Hot Topic Webiner ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-08-13-DAPT.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250814T150000 DTEND;TZID=America/New_York:20250814T163000 DTSTAMP:20260430T160133 CREATED:20250805T134754Z LAST-MODIFIED:20251230T214003Z UID:47594-1755183600-1755189000@interactivelegal.com SUMMARY:OBBBA Part 4: Basis Planning Post OBBBA DESCRIPTION:Complimentary Webinar: Basis Planning After OBBBA\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n View Recording\n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n OBBBA changes how advisers should look at estate planning. Many clients will no longer face a Federal estate tax with the new $15M permanent exemption. As a result\, income tax planning\, and in particular maximizing income tax basis\, may be a focus of increased attention\, which triggers several questions: \n \n \n • In addition to upstream planning with GPOAs\, what about downstream planning with gifts?• How do we reconcile that basis step up planning may conflict with traditional planning strategies of keeping assets in trust for a surviving spouse and others?• What can be done with existing credit shelter trusts\, SLATs\, and other irrevocable trusts that are outside of anyone’s gross estate?• Can – and should – existing estate tax plans be unraveled?• How can powers of appointment be effectively used to increase options for basis step up?• Can upstream as well as downstream planning be used?• How will gift planning be different\, after OBBBA? \n \n \n \n \n \n \n \n \n \n \n \n Join us for an online webinar to consider these questions and the post-OBBBA planning shift. \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n \n \n \n \n \n Robert S. KeeblerInterActive Legal Advisor \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Complimentary OBBBA Webinar Series  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Part 1: One Big Beautiful Estate Planning Webinar – What to do Now \n \n \n Discover how the newly enacted Big Beautiful Bill (“BBB”)—officially\, the One\, Big\, Beautiful Bill Act—will reshape the landscape for estate planners. In this webinar\, nationally recognized attorneys Jonathan Blattmachr\, Alan Gassman\, and Martin Shenkman break down the BBB’s 14 most impactful tax provisions\, explain their direct and indirect implications for estate planning\, and outline practical strategies you can implement right away. Whether your practice centers on traditional estate planning or sophisticated transfer tax work\, understanding the BBB’s sweeping changes is essential. Watch the full session below to stay ahead of the curve. \n \n \n \n \n \n Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits \n \n \n Discover how the One\, Big\, Beautiful Bill Act (OBBBA) is reshaping charitable planning. In this Hot Topic webinar\, leading estate planning attorneys Martin Shenkman\, Jonathan Blattmachr\, Alan Gassman\, and Robert Keebler break down OBBBA’s most impactful charitable provisions and share advanced strategies—like leveraging non-grantor trusts and CRTs—to maximize income tax benefits. Stay ahead of these sweeping changes with actionable insights you can implement now. \n \n \n \n \n \n Part 3: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts\,  Sec. 68(e)\, and Other Post-OBBBA Planning Considerations \n \n \n OBBBA made a myriad of changes to the tax law. The indirect planning implications are quite significant. This webinar assumes attendees are already familiar with the basic OBBBA changes and will build on that with a discussion of how and when non-grantor trusts may be used\, sometimes differently\, in planning post-OBBBA. In particular\, we will cover the repeal of Code Section 68(e) and the application of the new 2/37ths reduction in charitable contribution deductions to trusts. What impact will that change have on existing trusts that have charitable beneficiaries? How will charitable lead trusts be affected? What should trustees of such trusts consider? The use of non-grantor trusts to enhance charitable contribution deductions will still make sense for many taxpayers\, but practitioners should caution clients pursuing that planning of the implications of the new 2/37 reduction. For some clients using QCDs\, bunching\, or other planning techniques may be preferable.  \n \n \n \n \n View OBBBA Webinar Series\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n 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.\n A recording of this webinar will be posted to our website here: https://interactivelegal.com/big-beautiful-bill/\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n 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. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/obbba-part-4-basis-planning-post-obbba/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-07-10-OBBBA-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250820T150000 DTEND;TZID=America/New_York:20250820T160000 DTSTAMP:20260430T160133 CREATED:20250806T211128Z LAST-MODIFIED:20251230T213337Z UID:47579-1755702000-1755705600@interactivelegal.com SUMMARY:CLE Eligible Speaker Series Webinar: Legacy Begins Here – Estate Planning for the 1st Generation Entrepreneur DESCRIPTION:Presented by Neeli G. Shah\, Esq.\n\n\n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n InterActive Legal is partnering with Beacon Live as a trial to offer an improved viewing experience and CLE Credit for this webinar.  You must create a Login name and Password for Beacon Live to register for this event. \n \n \n \n \n \n \n \n View Recording\n \n \n \n \n \n \n \n CLE credit is available for the live presentation only.CLE Approved Jurisdictions: CA\, FL\, IL\, NJ\, NY\, TX(Self-submit available in other states)  \n If you are NOT seeking CLE\, this webinar is FREE. \n \n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Estate planning for families can be simple or complex\, depending on the family situation and the assets owned.  Clients with family businesses can have unique planning issues\, and clients who have started their own business – rather than inheriting it from their parents – may not even be aware of how important their estate plan actually is.  The estate plan might still be simple\, but the estate planner representing these clients must consider questions that often will add complexity.  \n \n \n •  Do other family members participate in the business?  \n •  Will the business continue if the founders pass away?  \n •  If the founders have young children\, who will run the business for their benefit\, and how can the plan contemplate the children becoming involved down the road?  \n •  What tax issues can’t be ignored? \n \n \n \n \n \n \n \n \n \n \n \n Join InterActive Legal Advisor Neeli Shah for a practical discussion of these questions and more.  Neeli’s practice focusses on just this type of client\, so her perspective on representing first-generation business owners will be a welcome addition to the InterActive Legal Speaker Series. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series Presents \n \n \n \n \n \n \n \n \n \n \n \n \n Neeli G. Shah\, Esq.\, InterActive Legal Advisor \n \n View Recording\n \n CLE credit is available for the live presentation only.CLE Approved Jurisdictions: CA\, FL\, IL\, NJ\, NY\, TX(Self-submit available in other states)   \n If you are NOT seeking CLE\, this webinar is FREE. \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n Please Note:  If you are NOT seeking CLE Credit\, this webinar is FREE \n \n \n \n \n \n \n \n \n \n This webinar is approved for 1.00 General Credit.\n Approved Jurisdictions: California\, Florida\, Illinois\, New Jersey\, New York\, and Texas. \n CLE Cost: $70.00 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n This webinar is being hosted on the BeaconLive platform.\n You must create a Login name and Password to register for this webinar.\n Webinar access instructions will be provided after registration.\n Please note that your link is uniquely registered to you and cannot be shared with anyone.\n Playback of this webinar will NOT be immediately available.  The recording may be available at a later date.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/cle-speaker-series-webinar-legacy-begins-here-estate-planning-for-the-1st-generation-entrepreneur/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/08/2025-08-20-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250821T070000 DTEND;TZID=America/New_York:20250823T160000 DTSTAMP:20260430T160133 CREATED:20250617T190716Z LAST-MODIFIED:20250702T205031Z UID:47280-1755759600-1755964800@interactivelegal.com SUMMARY:Colorado Bar Association 17th Annual Rocky Mountain Regional Elder Law Retreat DESCRIPTION:Snowmass Village\, CO\n\n\n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n InterActive Legal is a proud sponsor of the 17th Annual Rocky Mountain Regional Elder Law Retreat. This three-day event offers up-to-date information and recent developments in Elder Law. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Come See Us at the 17th Annual Rocky Mountain Regional Elder Law Retreat \n \n \n \n \n \n \n \n \n \n \n \n Lisa Briley\, Regional Sales Consultant \n \n Schedule a Demo\n \n \n \n \n \n \n \n Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant\, Lisa Briley\, 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. \n We look forward to seeing you at the conference. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/17th-annual-rocky-mountain-regional-elder-law-retreat/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/06/vail-g7c5c5fd7d_1280.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250825T150000 DTEND;TZID=America/New_York:20250825T160000 DTSTAMP:20260430T160133 CREATED:20250813T152748Z LAST-MODIFIED:20251230T212450Z UID:47616-1756134000-1756137600@interactivelegal.com SUMMARY:Speaker Series Webinar-Cutting the Cord: Tax Implications of Expatriation (Rescheduled) DESCRIPTION:View Recording\n \n PLEASE NOTE:  If you were registered for this webinar when it was originally scheduled on August 6th\, you have been automatically registered for the rescheduled date of August 25th. \n \n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Please join us for the next installment in the InterActive Legal Speaker Series on a topic that may be foreign to some of us – expatriation. Clients are becoming more interested in this topic\, and this presentation will focus on the tax implications in detail. \n In this webinar\, attorney Sebastian Orozco will provide a detailed examination of U.S. tax issues affecting individuals who expatriate under the framework of Section 877A of the Internal Revenue Code and the newly finalized Section 2801 regulations.  He’ll outline the definitions and criteria for classification as a covered expatriate\, and the resulting tax consequences\, including the mark-to-market exit tax regime\, the treatment of pre-expatriation gifting\, and beneficial interests in trusts.   \n \n \n \n \n \n \n \n \n \n \n \n We’ll learn about compliance requirements\, such as dual-status tax returns and Form 8854—including some of the penalties for non-compliance. Special attention will be given to the treatment of deferred compensation\, nongrantor trusts\, and tax-deferred accounts\, offering practical guidance for navigating the final year of U.S. tax residency. \n The materials also will explore strategic planning opportunities for long-term residents who are considering expatriation\, including treaty-based residency elections and pre-expatriation gifting strategies. The implications of the Section 2801 tax on covered gifts and bequests will be covered\, detailing how the tax is calculated\, reported\, and enforced. Examples will illustrate the tax treatment of distributions from domestic and foreign nongrantor trusts\, and the complexities that surround them. \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series Presents \n \n \n \n \n \n \n \n \n \n \n \n \n Sebastian Orozco Segrera \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n 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. However\, if you find that you cannot connect\, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.\n 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.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n 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. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/speaker-series-webinar-cutting-the-cord-tax-implications-of-expatriation-rescheduled/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-08-06-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250827T150000 DTEND;TZID=America/New_York:20250827T160000 DTSTAMP:20260430T160133 CREATED:20250731T203257Z LAST-MODIFIED:20251230T212301Z UID:47589-1756306800-1756310400@interactivelegal.com SUMMARY:Complimentary Webinar: Ensuring Your Wellness:  The Daily Steps an Estate Planner Can Take to Enhance Happiness and Health DESCRIPTION:Complimentary Webinar: Future of the Estate Planning Profession\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n View Recording\n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Promoting wellness in your estate planning practice is not an option\, it is not a luxury\, and it is an investment that will have a significant return\, both in quality of life and dollars.  Hence\, it is a moral and economic necessity. To enhance the profitability of your firm\, reduce the risks of malpractice claims\, and do better work\, your firm needs to take proactive steps to address stress\, mental health\, and the well being of partners\, lawyers\, and staff. \n The statistics are shocking: 80% of professionals report some or several of the following: stress-induced physical health issues\, social alienation\, addiction to work\, sleep issues\, work/life issues\, inability to retain relationships\, incivility\, and lapses in moral and ethical values. But scary stats don’t move the needle. \n \n \n \n \n \n \n \n \n \n \n \n This program will be led by a nationally known estate planner and founder of one of the largest estate planning boutiques in the country who will explain real steps he takes and promotes in his firm to address these important issues. A mental health professional will also offer comments and suggestions. \n Join us for this informative\, practical and actionable program. \n \n \n \n \n \n \n \n View Recording\n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Louis S. Harrison \n \n \n \n \n \n Amanda Koplin \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n 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.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n 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. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n 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. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/complimentary-webinar-ensuring-your-wellness-the-daily-steps-an-estate-planner-can-take-to-enhance-happiness-and-health/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-08-27-7y60x438.jpg END:VEVENT END:VCALENDAR