BEGIN:VCALENDAR VERSION:2.0 PRODID:-// - ECPv6.15.18//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/Halifax BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20240310T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20241103T050000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20250309T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20251102T050000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20260308T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20261101T050000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Halifax:20251105T080000 DTEND;TZID=America/Halifax:20251107T170000 DTSTAMP:20260404T075012 CREATED:20250828T004047Z LAST-MODIFIED:20250828T014219Z UID:47669-1762329600-1762534800@interactivelegal.com SUMMARY:51st Annual Notre Dame Tax & Estate Planning Institute DESCRIPTION:InterActive Legal is a proud sponsor of the 51st Annual Notre Dame Tax & Estate Planning Institute \n \n \n \n \n \n \n \n \n This year’s Institute will be delivered exclusively in an online\, virtual format\, rather than in person. \n Since this event is virtual\, we encourage you to schedule a demo with our Regional Sales Consultant\, Steven Palumbo. He will provide an overview of InterActive Legal’s comprehensive planning and drafting systems for estate planning and elder law attorneys\, demonstrating how our solutions can enhance efficiency\, support professional growth\, and allow you to focus more on serving your clients. \n \n \n \n \n \n \n \n \n \n \n \n Steven Palumbo\, Regional Sales Consultant \n \n Schedule a Demo\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/51st-annual-notre-dame-tax-estate-planning-institute/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/08/VirtualConference.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20251107T130000 DTEND;TZID=America/Halifax:20251107T140000 DTSTAMP:20260404T075012 CREATED:20251023T163254Z LAST-MODIFIED:20251230T195947Z UID:47767-1762520400-1762524000@interactivelegal.com SUMMARY:ILS Speaker Series-Introduction to Medicaid Planning for Estate Planners:  Proactive and Reactive Strategies DESCRIPTION: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 Estate planning and Medicaid planning have common elements\, such as creating trusts for asset protection\, but they also have unique issues.   \n This course is designed for estate planners who are interested in learning more about the basics of Medicaid planning.  Some clients can plan ahead for future Medicaid qualification while others have a more urgent need\, and we’ll cover both proactive advance planning and reactive crisis planning.   \n Participants will gain an understanding of the Medicaid program\, enhancing their ability to support senior clients. \n \n \n \n \n \n \n \n \n \n \n \n Key Topics Include: \n \n \n \n Introduction to Medicaid Eligibility: Understand the criteria and process for Medicaid qualification.\n Advance Planning with Trusts: Irrevocable trusts are often used to plan ahead for Medicaid qualification.  We will introduce various features of these trusts designed to protect families and minimize overall taxation.\n Crisis Planning\, Including Medicaid Compliant Annuities: Learn the definition\, requirements\, and strategic application of Medicaid Compliant Annuities.\n Funeral Expense Trusts: Explore how Funeral Expense Trusts can serve as effective planning tools.\n Case Studies: Examine real-world scenarios that demonstrate how crisis planning tools like Medicaid Compliant Annuities have expedited eligibility for the Long-Term Care Medicaid Program\, even when clients are already in nursing homes.\n \n \n \n By the end of this course\, attorneys will be equipped with the knowledge and tools necessary to navigate the complexities of long-term care planning\, ensuring optimal outcomes for their senior clients. \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 Jim Wolverton\, JD \n \n View Recording\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 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/ils-speaker-series-introduction-to-medicaid-planning/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/10/2025-11-07-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20251112T160000 DTEND;TZID=America/Halifax:20251112T170000 DTSTAMP:20260404T075012 CREATED:20251104T081814Z LAST-MODIFIED:20251230T195735Z UID:47776-1762963200-1762966800@interactivelegal.com SUMMARY:Extension and Increase of Basic Exclusion Amount: Including Impact On “Moderately” Wealthy Clients DESCRIPTION:Complimentary Webinar: Practice Better: AI\, Planning Numbers\, Defensive Steps and More\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 This webinar will provide a discussion of a wide range of current estate planning topics in the post-OBBBA environment:  \n \n \n \n Non grantor trusts can be used to maximize charitable contributions and SALT and other OBBBA benefits. \n Non-grantor SLANTs are an important technique\, but who qualifies as an adverse party?\n Terminating existing trusts for basis step up has become a conversation topic with many clients\, but does it make sense?\n When and how might it be accomplished?\n What are the pros/cons and considerations of terminating a trust?\n \n \n \n \n \n \n \n \n \n \n \n \n Other topics will be touched on as well.  For example\, asset protection – and in particular domestic asset protection trusts (DAPTs) – are important to planning with the new high exemption to ensure access.  Recent cases from Delaware and Colorado will be reviewed.  Many of the decisions about which type of trust to use for which client have changed – such as incomplete vs. completed gift trusts considering the higher exemption and basis step up.  Determining how much access to give a settlor in an irrevocable trust has evolved. This new calculus – hybrid DAPT\, SPAT\, loans\, underlying entities\, tax reimbursement (new CCA) – will be reviewed\, along with how to adapt planning for clients of moderate wealth.  We’ll discuss when it makes more sense to use local trusts and individual trustees\, instead of settling a trust in a different state with an institutional trustee.  We’ll also cover portability\, including the recent Rowland estate – many clients may overlook the portability option due to the newly-high “permanent” exemption\, but most should still file to preserve the deceased spouse’s unused exemption (DSUE). \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.InterActive 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. 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 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/extension-and-increase-of-basic-exclusion-amount-including-impact-on-moderately-wealthy-clients/ CATEGORIES:Hot Topic Webiner ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/11/2025-11-12-V3-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20251113T080000 DTEND;TZID=America/Halifax:20251115T170000 DTSTAMP:20260404T075012 CREATED:20250617T210947Z LAST-MODIFIED:20250702T205219Z UID:47307-1763020800-1763226000@interactivelegal.com SUMMARY:5th Annual Million Dollar Solutions (MDS) Dementia Focused Practice® Conference DESCRIPTION:Tempe\, AZ\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 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. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Come See Us at the Conference \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 Lisa BrileyRegional Sales Consultant \n \n \n \n \n Teresa L. Bush\, Esq.Attorney\, Director of Education and Support Services \n \n \n \n \n Matthew ToveDirector\, Marketing & Sales \n \n \n \n \n \n \n \n \n \n \n Schedule a Demo\n \n \n \n \n \n \n \n \n \n \n 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. \n We look forward to meeting 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/5th-annual-million-dollar-solutions-mds-dementia-focused-practice-conference/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/06/retiree-gf707a40f7_1280-740x425-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20251119T160000 DTEND;TZID=America/Halifax:20251119T170000 DTSTAMP:20260404T075012 CREATED:20251031T120055Z LAST-MODIFIED:20251230T144512Z UID:47772-1763568000-1763571600@interactivelegal.com SUMMARY:InterActive Legal Academy Masterclass Series: "Why Your Client Can’t be Trustee - or Can They?" DESCRIPTION:The InterActive Legal Academy Masterclass Series is an exclusive new CLE-included program featuring elevated\, fee-based events that deliver advanced insights from the nation’s leading estate planning professionals. \n\n\n\n\n\n\n\n\n\nCLE Credit included: 1.0 General CLE Credit (Approved in CA\, FL\, IL\, NJ\, NY\, and TX; self-submit available in other states)\n\n\n\nCost: $70.00 \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 \n \n \n \n \n \n \n Estate planning and asset protection both usually involve giving property away\, often in trust\, and someone must be named as the trustee.  Some clients – who may not be keen on the idea of transferring property to begin with – may want to maintain control and therefore would like to be the trustee.  Other clients may not have anyone else that they trust to fill that role and therefore would like to serve as trustee themselves.  These scenarios raise the important question of when a client who creates a trust can serve as trustee.   \n A trust creator could retain some limited control – perhaps by serving as a Trust Protector or as a trustee with very defined (and limited) powers.  But in many cases\, it’s arguably best if the creator of the trust has no control over the trust at all.   \n \n \n \n \n \n \n \n \n \n \n \n In this webinar\, Jonathan Blattmachr and Michael Graham\, co-founders of InterActive Legal\, will draw from their years of estate planning and tax experience to discuss the reasons behind the general rule that the creator of a trust should not be the trustee\, and to consider when we might carve out exceptions to that rule.  We’ll cover the concept of Trust Protectors as well as trustees who serve with limited powers.  The presentation will also examine relevant authority\, including a variety of applicable cases.  We will also discuss the important issue of substance over form in the context of trust control – where the way a trust actually operates can be problematic\, even though it was set up properly.  Join us for expert thoughts on a topic relevant to clients of all levels of wealth. \n \n \n \n \n \n \n InterActive Legal is partnering with Beacon Live to offer CLE Credit for this webinar. You will need to create a Beacon Live account (or use your existing account) to register for this event. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Learn from InterActive Legal’s Founders! \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.InterActive Legal Editor in Chief and Co-Founder \n \n \n \n \n \n Michael L. Graham\, Esq.InterActive Legal Chairman and Co-Founder \n \n \n \n \n \n \n \n \n InterActive Legal is partnering with Beacon Live to offer CLE Credit for this webinar.You will need to create a Beacon Live account (or use your existing account) to register for this event. \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 Approved CLE Credit: 1.00 General Credit\n Cost: $70.00\n Approved Jurisdictions: CA\, FL\, IL\, NJ\, NY\, TX\n Self-submit available in other states\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 Beacon Live platform.\n You will need to create a Beacon Live account (or use your existing account) to register for this event.\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/why-your-client-cant-be-trustee-or-can-they/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/10/2025-11-19-760x438-v2.jpg END:VEVENT END:VCALENDAR