Heckerling 2024

The Nation’s Largest Gathering of Estate Planning Professionals

InterActive Legal is once again a Proud Platinum Sponsor
at the Heckerling Institute on Estate Planning.


Complimentary Webinar

Heckerling Themes and Takeaways:
Reviewing the Most Important Topics
Discussed at the 2024 Institute

Jonathan G. Blattmachr Esq.Abigail E. O’Connor Esq. and Martin M. Shenkman Esq. 
Originally Aired On Jan 25, 2024


Complimentary Access to timely content
from InterActive Legal’s experts

In honor of this year’s Heckerling Institute, Interactive Legal is giving away complimentary access to some of our subscriber-only articles and webinars.

Please note: InterActive Legal Subscribers have access to ALL articles, roundtable events, and webinars when they log in to our website.

Join our experts as they share essential valuable information on hot topics relevant to your practice and clients. Our presenters include revered estate planning and elder law attorneys, such as Jonathan G. Blattmachr, Martin M. Shenkman, and Natalie Choate.

Revenue Ruling 2023-2: What it Means and What You Might Do

by Jonathan G. Blattmachr Esq., Professor Mitchell M. Gans and Martin M. Shenkman Esq.

Closely Held Business Buy-out Arrangements Should be Reviewed Immediately in Light of the Recent Connelly Case

by Jonathan G. Blattmachr Esq., Martin M. Shenkman Esq. and Mary E. Vandenack Esq.

Back Door Slats – Issues When the Grantor Becomes a Beneficiary or Appointee

by Jonathan G. Blattmachr Esq., Edwin P Morrow III Esq. and Martin M. Shenkman Esq.

InterActive Legal subscribers have access to our extensive Legal Knowledgebase and Attorney News Blog filled with substantive articles, presentation materials, sample forms, and other exclusive content developed by nationally renowned authors.

Viability of Using AI to Draft Wills

by Vanessa L. Kanaga Esq. 

What Lawyers Get Wrong About Their Trusts & Estates Practice: From Will-making to Forging Lasting Relationships

by Tara Faquir and Leah Del Percio

Delight Your Clients: A Guide to Client Experience

by Christopher Barbaro

Why I Do Not Fear AI

by Vanessa L. Kanaga Esq.

What to Know About SECURE 2.0

by Elizabeth Q. Boehmcke Esq., Teresa L. Bush Esq., and Vanessa L. Kanaga Esq.


Connect, Collaborate, and Create®
with InterActive Legal

Mailing List

Thank you Natalie Choate, ILS Special Advisor on Retirement Benefits, for your continued support and contributions to InterActive Legal and our subscribers.

Natalie Choate, ILS Advisor

We were honored to host Natalie at our exhibit booth
at the 58th Annual Heckerling Institute on Estate Planning.

Learn More about Natalie B. Choate, Esq.


Clio InterActive Legal Integration

The InterActive LegalSuite™ Clio Manage integration gives InterActive Legal subscribers the ability to quickly and easily create clients in their InterActive LegalSuite document drafting practice system by importing their Clio Manage contacts. This integration allows seamless import of the contact information and other details entered in Clio Manage (i.e., spouse, beneficiaries, and other parties) into a NEW InterActive LegalSuite Client Interview.

Contact Clio@InterActiveLegal.com for more information.

Swap your intake forms out for an intake portal where you can collaborate with your clients on the inputs to their estate plan, then sync the contacts over in full detail to Interactive LegalSuite Online in seconds.

Create a questionnaire for each of your different practice areas – keeping all your intake in one place.

www.decisionvault.com


Make More Money:
Automate Drafting Estate Planning Documents

Deirdre Wheatley-Liss Esq. and Martin M. Shenkman Esq. 

Document Generation’s Impact on Billing and Practice Management: It’s More Than Just Documents

Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq. 


There’s a reason why so many industry professionals and customers partner with Interactive Legal, and are so enthusiastic about our solutions. Contact Us and begin your journey towards a more robust and efficient estate planning, elder law, and/or special needs practice.


Michael L. Graham, Esq.
Chairman, Co-Founder, and Co-Author of Wealth Transfer Planning™

Jonathan G. Blattmachr, Esq.
Editor-in-Chief, Co-Founder, and Co-Author of Wealth Transfer Planning™

Teresa Bush

Teresa L. Bush, Esq.
Attorney, Director of Education and Support Services

Elizabeth Q. Boehmcke, Esq.
Attorney, Director of Content Development

Mohineet Khosla, Esq.
Attorney, Content Specialist

deslin-simmons

Deslin Simmons
Senior Application Developer

Amanda Boardman

Amanda Boardman
Content Support Specialist

steven-palumbo

Steven Palumbo
Regional Sales Consultant

lisa-briley

Lisa Briley
Regional Sales Consultant

Matt Tove
Director of Marketing and Sales


Many thanks to our subscribers, future subscribers, and wonderful staff for making the 58th annual Heckerling Institute on Estate Planning a great success!

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.

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