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:20251203T150000 DTEND;TZID=America/New_York:20251203T160000 DTSTAMP:20260426T124800 CREATED:20251113T204818Z LAST-MODIFIED:20251230T153924Z UID:47794-1764774000-1764777600@interactivelegal.com SUMMARY:ILS Speaker Series-Medicaid Planning Trusts:  What to Use\, When\, and Why 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 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. \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 Letha Sgritta McDowell\, CELA\, CAP \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-medicaid-planning-trusts-what-to-use-when-and-why/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/11/2025-12-03-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251205T070000 DTEND;TZID=America/New_York:20251206T160000 DTSTAMP:20260426T124800 CREATED:20250617T203121Z LAST-MODIFIED:20251125T170332Z UID:47303-1764918000-1765036800@interactivelegal.com SUMMARY:2025 Academy of Florida Elder Law Attorneys (AFELA) UnProgram DESCRIPTION:Orlando\, FL\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 2025 Academy of Florida Elder Law Attorneys (AFELA) UnProgram. \n The UnProgram Advanced track is limited to AFELA Member attorneys practicing in the area of Elder Law for 5+ years. The schedule reflects sessions devoted to discussing elder law hot topics in a group format initiated by attorneys in attendance. \n The UnProgram Meet the Mentors program is open to all attorneys. The program is comprised of diverse breakout sessions\, each of which is geared toward elder law attorneys with varying levels of experience. There are advanced sessions as well as sessions focusing on more basic concepts. Participants\, facilitators and sponsors will engage in relaxed networking and share information in intimate group workshops. \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 Matt Tove\, Director\, Sales and Marketing \n \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 InterActive Legal’s 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/2025-academy-of-florida-elder-law-attorneys-afela-unprogram/ ATTACH;FMTTYPE=image/png:https://interactivelegal.com/wp-content/uploads/2025/06/2024-12-07-Lisa-Briley-at-AFELA-Unprogram-750x430-1.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251211T153000 DTEND;TZID=America/New_York:20251211T190000 DTSTAMP:20260426T124800 CREATED:20251014T190506Z LAST-MODIFIED:20251014T191133Z UID:47754-1765467000-1765479600@interactivelegal.com SUMMARY:Massachusetts NAELA Dinner Meeting and Vendor Fair DESCRIPTION:Embassy Suites\, Waltham\, MA \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 Massachusetts NAELA Dinner Meeting\, Advocacy/Public Policy\, and Vendor Fair. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Come See Us at the Massachusetts NAELA Event \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 Join Us at the Massachusetts NAELA Dinner Meeting\, Advocacy/Public Policy\, and Vendor Fair! \n Be sure to stop by InterActive Legal’s booth to connect with Steven Palumbo and chat about how our innovative estate planning and elder law drafting tools support your daily practice. \n InterActive Legal’s Elder Law Planning™ system helps you navigate Medicaid and asset protection planning with ease—so you can focus on what matters most: your clients. \n We look forward to seeing friends and colleagues at the Massachusetts NAELA event! \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/massachusetts-naela-dinner-meeting-and-vendor-fair/ CATEGORIES:Conference ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/10/MA-NAELA-760-x438-version-2.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251215T150000 DTEND;TZID=America/New_York:20251215T153000 DTSTAMP:20260426T124800 CREATED:20251205T155042Z LAST-MODIFIED:20251230T152904Z UID:47808-1765810800-1765812600@interactivelegal.com SUMMARY:LLC Planning and Drafting to Accomplish Estate Planning Objectives 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 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. \n For clients with numerous LLCs\, a master operating agreement with exhibits listing each entity and authorized signatories can simplify administration. In Wandry v. Commissioner\, T.C. Memo 2012-88 the Tax Court upheld a formula clause transferring a fixed dollar amount of LLC interests. But in Sorensen v. Commissioner\, T.C. Memo 2018-34 the IRS challenged the taxpayer’s failure to respect valuation adjustment mechanisms. \n \n \n \n \n \n \n \n \n \n \n \n How can taxpayers adhere to formalities of these mechanisms so that they will be respected? In the Estate of Powell v. Commissioner\, 148 T.C. No. 18 (2017) because the decedent had retained control over liquidation or distribution of an LLC it resulted in estate inclusion under IRC §2036(a). What steps can be taken to avoid this negative result? Strategies might include creating special voting membership interests for liquidation/distribution decisions\, held by independent trustees. \n Another may be to use “authorized members” or trust protectors to approve key decisions\, ensuring the transferor cannot exercise indirect control. These and other practical issues will be reviewed. \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 Alan S. Gassman\, 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/llc-planning-and-drafting-to-accomplish-estate-planning-objectives/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/12/2025-12-15-Website-760x438-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251217T150000 DTEND;TZID=America/New_York:20251217T160000 DTSTAMP:20260426T124800 CREATED:20251204T153546Z LAST-MODIFIED:20260317T175344Z UID:47804-1765983600-1765987200@interactivelegal.com SUMMARY:ILS Speaker Series: International Estate Planning Part 1 – Advising Foreign Clients with US Assets and Beneficiaries 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 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.Join attorney Eli Akhavan for the final 2025 presentation of InterActive Legal’s Speaker Series.  Eli is a frequent speaker and writer on cross border planning and asset protection\, and the ideal person to guide us through the issues involved in advising foreign clients.  \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 K. Eli Akhavan \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/speaker-seriesinternational-estate-planning-advising-foreign-clients-with-us-assets-and-beneficiaries/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/12/2025-12-17-Website-Version-2-760x438-2.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251218T150000 DTEND;TZID=America/New_York:20251218T160000 DTSTAMP:20260426T124800 CREATED:20251211T201544Z LAST-MODIFIED:20260331T191336Z UID:47814-1766070000-1766073600@interactivelegal.com SUMMARY:2025 Planning Review and Year End Planning Tips 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 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. \n Discussions will include:  \n \n \n \n Roth conversions for large IRAs\n Pecuniary funding clauses in a volatile stock market and the importance of a 645 election\n Why a recent Delaware asset protection case should change how practitioners view trust planning\n Using AI to be culturally sensitive\n Defined value clause mistakes\n Basis planning with Community Property Trusts\, GPOAs\, and other techniques\n Florida now has a Series LLC statute but is it a trap for the unwary?\n The Rowland case and portability\n The Gali case and family loans\n and more\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.InterActive Legal Advisor \n \n \n \n \n \n Alan S. Gassman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n Robert S. Keebler\, CPAKeebler & Associates\, LLP \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/2025-planning-review-and-year-end-planning-tips/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/12/2025-12-18-Year-End-Website-760x438-1.jpg END:VEVENT END:VCALENDAR