58th Annual Heckerling Institute on Estate Planning
January 8-12, 2024, Orlando World Center Marriott, Orlando, Florida
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.
Heckerling Themes and Takeaways:
Reviewing the Most Important TopicsDiscussed at the 2024 Institute
Complimentary Access to timely content
from InterActive Legal’s experts
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.
by Vanessa L. Kanaga Esq.
by Tara Faquir and Leah Del Percio
by Christopher Barbaro
Thank you Natalie Choate, ILS Special Advisor on Retirement Benefits, for your continued support and contributions to InterActive Legal and our subscribers.
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.
InterActive LegalSuite software integrations
help your firm increase accuracy and efficiency.
Clio Manage 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.
InterActive LegalSuite™ DecisionVault Manage Integration
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.
Two Reasons to Consider Automated Document Generation
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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.
Meet Our Heckerling Team
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 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
Senior Application Developer
Content Support Specialist
Regional Sales Consultant
Regional Sales Consultant
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.