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Legacies...

are not just for the rich and famous

53rd Annual Heckerling Institute on Estate Planning
January 14-18, 2019 | Orlando, Florida

The Nation's Largest Gathering of Estate Planning Professionals

Special Booth Appearances

During the times below, InterActive Legal authors, editors, contributors, and advisors will be available at our Heckerling booth to give their informal thoughts on current topics of interest, answer your questions, and discuss the benefits of InterActive Legal for your practice. Join us!


Michael GrahamHarold Zaritsky TUESDAY - JANUARY 15
10:40am - Harold Zaritsky
3:40pm - Mike Graham


Dan ScottSky BergmanJonathan Blattmachr
WEDNESDAY - JANUARY 16
10:40am - Jonathan Blattmachr
3:30pm - Sky Bergman and Dan Scott


Martin ShenkmanAustin Bramwell THURSDAY - JANUARY 17
10:40am - Austin Bramwell
3:30pm - Martin Shenkman


Natalie Choate FRIDAY - JANUARY 18
10:40am - Natalie Choate


If you haven't experienced InterActive Legal yet, what are you waiting for?

Live Screening:

Lives Well Lived

What a treat we have this year! Join us for the movie, "Lives Well Lived"—a private screening at our invitational luncheon.

A life well lived is one worth planning. This film showcases just that. It highlights the many and varied legacies people want to leave behind, while inspiring estate planners to reach out to their clients with a renewed sense of commitment. We discovered this gem, thought it was timely and relevant, and wanted to share it with our valued subscribers. We hope that it provides the inspiration for you that it did for us.

Lives Well Lived

Meet Filmmaker Sky Bergman, in person at our booth!

Lives Well Lived

8th-editionNew in 2019 | 8th Edition

Life and Death Planning for Retirement Benefits

Now available for Pre-Order

PRE-ORDER

Click here to Subscribe
to the Digital Version

SUBSCRIBE

Visit booth 436 for product demonstrations, appearances by pioneering experts in Estate Planning, and a few surprises!

Win an Echo

Stop by and enter to WIN an Amazon Echo!

Notable Articles, Webinars, and Videos

Thank you for visiting our booth at the Heckerling Institute on Estate Planning. Below are notable assets we recently published that you may wish to revisit. Take advantage of our extensive legal knowledgebase filled with substantive articles, presentation materials, sample forms and other exclusive content developed by nationally renowned authors.

Take advantage of our extensive legal knowledgebase filled with substantive articles, presentation materials, sample forms and other exclusive content developed by nationally renowned authors.

Webinars

 

Are You Already an Elder Lawyer?
How Estate Planners may be inadvertently (and successfully) practicing Elder Law

Complimentary Live Roundtable Event
Moderator: Vanessa L. Kanaga, JD
Panelists: H. Amos Goodall, CELA, Robert A Mason, J.D., and Cheryl L. Shaw, J.D.

Credit Shelter and Marital Trusts
Following the 2017 Tax Act

Complimentary Webinar
Jonathan G. Blattmachr, Esq. and Teresa L. Bush, Esq.

Estate Planning Retainer Agreements and Engagement Letters

Complimentary Webinar
by Jonathan G. Blattmachr, Esq. and Teresa L. Bush, Esq.

What Should We Do with the IRA?
Seeing your way through Planning for Retirement Benefits

Complimentary Live Roundtable Event
Moderator: Vanessa L. Kanaga, JD
Panelists: Christopher J. Denicolo, J.D.LL.M., Michael L. Graham, Esq., Salvatore LaMendola, Esq., and R. Hal Moorman, Esq.

Lessons Learned from High-Profile Estate Plans

Complimentary Live Roundtable Event
Moderator: Vanessa L. Kanaga, JD
Panelists: Teresa L. Bush, Esq., Lori Anne Douglass, Esq., Daniel J. Scott, Esq., and John J. Scroggin, J.D., LL.M.

Videos

 

Using DSUE or Creating Credit Shelter Trust

Designation of Beneficiary of IRA or Qualified Plan

Grantor vs. Non-Grantor Trusts

Flexibility in Modern Trust Drafting

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Request a Demo: See what makes InterActive Legal unique!

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Contact InterActive Legal

InterActive Legal

930 South Harbor City Blvd, Ste 505
Melbourne, FL 32901