InterActive Legal Academy
Estate Planning Basics Series
InterActive Legal Academy is education by lawyers for lawyers. TheโฏEstate Planning Basics Seriesโฏoffered in April is an introduction to estate planning documents and concepts, with a focus on how property is transferred both at death and during lifetime.
April 6 โ May 1, 2026
1:00โ2:00 PM ET
Tues & Thurs: Live Online Instruction
Fri: Drafting Workshops Q&A

Canโt wait until the next live session of the Estate Planning Basics Series?
What You’ll Learn
- Learn how property passes at death and during lifetime
- Understand the purpose and structure of core estate planning documents
- Know when and why to use revocable trusts
- Identify key planning issues for spouses, descendants, and other beneficiaries
- Understand testamentary trusts and basic lifetime planning strategies
- Gain practical drafting tips for common estate planning document
- And moreโreinforced with case studies, sample drafting language, and live Q&A
Course Syllabus
Week #1 – April 6-10
| Session Name | Faculty | Description |
|---|---|---|
| Optional Kick off Meeting (April 6, 2026; 1pm ET) | Teresa L. Bush, Esq. | Administrative meeting in advance of the official program: โข Check connections โข Review Syllabus โข Answer any questions |
| What is Estate Planning? (April 7, 2026; 1pm ET) | Academy Faculty | Foundations of estate planning: โข Planning for death and incapacity โข Probate, probate alternatives, and property transfer at death โข Core estate planning documents, including Wills, Revocable Trusts, Powers of Attorney, and Health Care Directives |
| Transferring Property at Death (April 9, 2026; 1pm ET) | Academy Faculty | Methods of Disposing of Property at Death: โข Asset types and how they pass at death โข Outright and trust-based dispositions under Wills and trusts โข Common dispositive provisions, including fiduciaries, guardians, and contingencies |
| Week 1 Workshop (April 10, 2026; 1pm ET) | Academy Faculty | Week 1 concept review: โข Case studies and sample language โข Q&A |
Week #2 – April 12-17
| Session Name | Faculty | Description |
|---|---|---|
| Estate Planning During Lifetime Part 1: Incapacity Planning (April 14, 2026; 1pm ET) | Academy Faculty | Planning for Incapacity: โข Use of Revocable Trusts during incapacity โข Delegation of authority through Powers of Attorney and guardianship โข Health Care Directives and medical decision-making |
| Estate Planning During Lifetime Part 2: Lifetime Transfers (April 16, 2026; 1pm ET) | Academy Faculty | Lifetime Transfers and Gifting Strategies: โข Funding Revocable Trusts โข Lifetime gifts to individuals, charities, and trusts โข Introductory use of Irrevocable Trusts for tax, Medicaid, and family planning |
| Week 2 Workshop (April 17, 2026; 1pm ET) | Academy Faculty | Week 2 concept review: โข Case studies and sample language โข Q&A |
Week #3 – April 20-25
| Session Name | Faculty | Description |
|---|---|---|
| Introduction to Planning with Trusts (April 21, 2026; 1pm ET) | Academy Faculty | Trust-Based Planning Techniques: โข Reasons to use trusts instead of outright distributions โข Trust creation, administration, and distribution standards โข Beneficiary powers and trust termination |
| Estate Planning for Married Couples (April 24, 2026; 1pm ET) | Academy Faculty | Planning Considerations for Spouses: โข Ownership of property between spouses โข Joint trusts, divorce, remarriage, and disinheritance issues โข Overview of tax consequences of spousal transfers |
| Week 3 Workshop (April 25, 2026; 1pm ET) | Academy Faculty | Week 3 concept review: โข Case studies and sample language โข Q&A |
Week #4 – April 27 – May 1
| Session Name | Faculty | Description |
|---|---|---|
| Estate Planning for Descendants (April 28, 2026; 1pm ET) | Teresa L. Bush, Esq. | Planning for Children and Other Descendants: โข Outright and trust-based gifts to descendants โข Planning for minor beneficiaries and guardianship โข Adjustments for lifetime gifts and special family circumstances |
| Specific Topis (April 30, 2026; 1pm ET) | Academy Faculty | Advanced and Special Planning Topics: โข Planning for complex assets, including retirement benefits, businesses, and real estate โข Considerations for business owners and higher-net-worth clients โข Introductory estate tax planning concepts |
| Week 4 Workshop (May 1, 2026; 1pm ET) | Academy Faculty | Week 4 concept review: โข Case studies and sample language โข Q&A |
Faculty
Learn directly from respected practitioners and thought leaders in estate planning.

Jonathan G. Blattmachr, JD
Editor in Chief and Co-Founder
InterActive Legal

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

Elizabeth (Beth) Q. Boehmcke, Esq.
Advisor Emeritus
InterActive Legal

Michael L. Graham, Esq.
Chairman and Co-Founder
InterActive Legal

Vanessa L. Kanaga, Esq.
InterActive Legal Advisor

Letha Sgritta McDowell, CELA
InterActive Legal Advisor

Rebecca Strub, Esq.
Legal Content Manager
InterActive Legal

Mary E. Vandenack, CAPยฎ
InterActive Legal Advisor

Deirdre Wheatley-Liss, Esq.
InterActive Legal Advisor
Tuition
Non-Subscriber: $699**
Subscriber: $399
Special Pricing for Law Students (proof required)
2-Hour Lifestyle Lawyer, Elder Law College, Million Dollar Solution, and Personal Family Lawyer members receive a tuition discount.
Contact your organization for details.
**Non-subscribers who attend may apply a tuition credit toward a new InterActive Legal subscription
(if purchased within 60 days of the series end).
*CLE Approved
The Estate Planning Basics Series is approved for 12 hours of Florida CLE credit.
Certificates of attendance are provided.
Attendees outside Florida may apply for credit with their own state bar.
CLE credit may be available only for sessions attended live.
Want to Learn More about InterActive Legal Academy?
| Our faculty and support staff will be happy to help you with inquiries, registration, information on future sessions, and questions about the material presented in the most recent sessions. Email [email protected] Support Hours are 8:30am โ 5:30pm ET Monday through Friday, except holidays |





























































































