Elder Law and special needs planning attorneys use different types of trusts for different purposes, based on each client’s situation – first-party and third-party trusts, d(4)(A) and d(4)(C) trusts, trusts to allow qualification for Veterans Benefits or Medicaid…the list goes on. And within each type of trust, different drafting decisions are made for various tax and non-tax reasons. In this webinar, Letha McDowell will discuss the different types of trusts unique to elder law and special needs planning and provide some guidance on which trust to use in various situations. In addition, specific trust provisions that can be included to reduce overall taxation and provide future asset protection for family members will also be covered. Join us for a primer on this important category of trust planning.

The use of LLCs in estate planning is shaped by a complex interplay of state law, federal tax statutes, and judicial decisions. This program will discuss advanced drafting techniques for LLC operating agreements, focusing on asset protection, tax compliance, and estate inclusion risks.

InterActive Legal Speaker Series presents K. Eli Akhavan “International Estate Planning – Advising Foreign Clients with US Assets and Beneficiaries”

Estate planning for foreign clients with US assets requires understanding the intersection of US tax law, international treaties, and foreign legal systems—areas where many practitioners lack deep expertise. This foundational webinar informs attorneys about the primary estate and gift tax challenges that arise when representing international clients or US clients with foreign connections. Additionally, the webinar will explore alternative estate and gift structuring strategies for foreigners with US-based assets or beneficiaries.

A look at some of the significant developments of 2025, what planning might still be done before year end, and the importance of continued planning in the current environment.