Attorney Reviews

Comment: Having recently completed the Estate Planning Course, I’m compelled to share my thoughts on its practical value for attorneys like myself who are just starting out in the field. As a new attorney, I found this course to be an invaluable resource in kickstarting my career. The course provides a roadmap for navigating the intricacies of estate planning. From understanding the basics of wills and trusts, to how to tailor each document to a client’s needs, each session offered insights that I could apply in my practice. As someone who’s been practicing for little over a year as an associate, I found that the course served as a much-needed thread to tie together the various drafting techniques and conceptual frameworks I’d encountered in my day-to-day work. It bridged the gap between theory and practice, helping me see how each piece of the puzzle fit into the larger picture of estate planning. One aspect I particularly appreciated was the emphasis on real-world scenarios. Rather than dealing in hypotheticals, the course drew from the instructors’ own experiences and case studies, providing a glimpse into the practical challenges and considerations that estate planning attorneys must face on a day-to-day basis. I fully recommend that anyone considering estate planning as their practice should take this course, and I only wish I had taken it sooner!

Comment: This series was a fantastic refresher of concepts I learned while doing my LLM, but haven’t actively used in a while. The speakers are so knowledgeable. The whole course was organized and presented in a way that built from foundational concepts to the variations and exceptions. I highly recommend this course.

Comment: Very informative and helpful CLE. The handouts and presentations were well done. Thank you for putting this together.

Comment: This is my second time through the ILS Estate Planning Academy — I’m a firm believer that repetition is the secret to learning. And there is much to learn for both new and current practitioners in the estate planning field. The eight main teaching sessions are chock-full of up-to-date information about federal and related state tax laws, practical planning strategies, and expert insight from a team of very skilled and highly experienced presenters. Each week concludes with a Q&A session and drafting workshop with examples of the planning concepts that were discussed during that week’s sessions. Admittedly, the amount of content provided in this series is like drinking from the proverbial firehose, but thankfully all of the course materials and slideshows can be downloaded for later review, and are quite thorough and well organized. As someone who is working to build this dimension of my practice, I feel like I got significant value for the investment of money and time to attend this webinar series, and would enthusiastically recommend it to others.

Comment: The InterActive Legal Academy Estate Tax Planning Series has helped fill in holes in my knowledge that I did not even realize were there. I am a much better and more professional practitioner because of Interactive Legal. Thank you!

Comment: The Estate Planning Tax Series was excellent! All of the speakers are very knowledgeable and provided expertise instruction in their presentations. The covered topics were in-depth and comprehensive with very useful outlines and supporting materials! I will definitely refer to these in the future. Thank you for offering this great program! I highly recommend this Tax Series for everyone who works in estate planning!

Comment: Although I’ve been a trusts/estates and tax lawyer for many years, I learned something new at every session. Sometimes it was a new aspect of tax law I hadn’t focused on, and other times, I found myself “connecting the dots” better on concepts I had only generally known. I’d highly recommend this program for estate planners of all levels. Speakers and program materials were excellent

Comment: This was a great program.

Comment: InteractiveLegal.com is a top-notch resource for the estate planning attorney. Since I joined, I have enjoyed the robust drafting software, and especially the in-depth training on a broad range of drafting and estate planning matters. I highly recommend this service.

Comment: Great program. It was a great refresher with additional tidbits to help improve representation of clients with their estate planning. Thank you.

Comment: The course was very well laid out. I enjoyed how the courses built upon one another allowing for someone with little knowledge to have a good foundation prior to diving into the harder to grasp concepts and estate planning. The handouts and video recordings were very beneficial, and the end of the week workshop helped to solidify how to apply the knowledge into everyday work and documents.

Comment: Great information, well organized.

Comment: I have now taken both the Basics and Tax Planning courses offered from Interactive Legal Academy. The material made available is excellent, and the presentations cover an extensive array of knowledge. I know that what I’m being taught is authoritative and features some of the industry’s best thinking. There really aren’t many options for a full course on estate planning, and definitely nothing so affordable. Teresa Bush deserves a great deal of credit for how she has helped put these all together.

Comment: This is a wonderful introductory course to anyone looking to dip their toes into the complicated Estate Planning world.

Comment: As a solo practitioner, participating in the Estate Planning Basic Series is an investment in my legal education. It helped me to refresh legal concepts, validate procedures, and learn new ways to work more efficiently. From each speaker, I got a new perspective to handle my daily work and expand my knowledge. It is a great tool to keep you on your path to success!

Comment: I’ve taken many CLEs over the past few years geared to those new to estate planning. Most of them assume too much prior knowledge and dive in in the middle of things. Or, if they are basic enough, they aren’t nearly comprehensive enough. The ILS Basics course is the best I’ve taken because it did not assume any prior knowledge, and it is also comprehensive and puts everything in context. It’s the course I would recommend someone new to estate planning take first.

Comment: This series was informative and a great refresher on a variety of estate planning topics. I look forward to the tax series in the Fall.

Comment: This was exactly the course I’d been looking for. It helped cement what I already knew, gave me insights into new applications, and alerted me to issues I might face in the future.

Comment: I found the course helpful and would recommend for those in their first 2 years of their T+E practice. It was good refresher/confirmation on some basic tax concepts and provided me with a more well-rounded understanding of some topics.

Comment: The Estate Planning Tax Series was outstanding! This is a great course for those familiar with estate, gift, and GST tax concepts, but who need either a refresher course or a detailed explanation of specific concepts. It is also a great primer for those who litigate in the trust arena and need an explanation of A/B trusts. The course explains the purpose and mechanics of various planning techniques such as credit shelter trusts and QTIP trusts. It also touches on income tax treatment of trusts as well as basis planning techniques. The presenters are top-notch, and the course materials alone are worth the tuition. Regardless of your skill or experience level, I’m certain you will learn something new that will benefit your practice. I highly recommend!

Comment: ILA’s Estate Planning Tax Series was the perfect introduction to higher level estate tax planning. I would recommend it for estate planners looking to handle larger estates and also for established planners that need a general refresh on their knowledge base.

Comment: InterLegal did a fabulous job of breaking down the seminar into seemingly simple sessions and providing an overall view of this very broad and complex subject. The topics, skillfully woven, touched upon almost all areas/types of trust making it very simple and easy to follow. Your flow of information/building on sessions was very logical and clear. I did miss, however, not having an opportunity of ‘on-the-spot’ questions. I hope InterLegal will now consider also conducting more focused, specialized, and in-depth training programs such as on 706’6, 709’s, SLATs etc.

Comment: Estate taxation has always been my weakest knowledge area. I have read books and articles and attended other trainings, but after attending the InterActive Legal Academy Estate Planning Tax Series, I feel comfortable that I finally have a solid foundation on estate taxation when I counsel my clients. I will go back and re-watch some of the episodes to further strengthen my comprehension, but this training proved to be relevant, understandable, and totally worth the investment.

Comment: Even though I have practiced in the estate planning area for years this was a worthwhile review.

Comment: Material presented very informative in down to earth manner. Enjoyed Academy.

Comment: I really enjoyed the Academy! The content and teaching styles were all excellent. Having different presenters each time and/or group presenters made it very interesting. Highly recommend this great course series!

Comment:The Interactive Legal Tax Planning Course exceeded my expectations. It was substantive and well presented. I would enthusiastically recommend it for experienced trusts and estates attorneys like myself, but also for any attorney who does estate planning work. In addition, as the former national director of wealth planning for one of the largest planning groups in the wealth management industry, I believe this course would be excellent for trust officers, wealth planners, and others who work with estate planning generally, and trusts, in particular. Terrific job by everyone at Interactive Legal.

Comment: The InterActive Legal Academy Estate Tax Planning Series is excellent. The Series provides very good coverage of the subject matter, both the technical rules and the practical application of those rules, in a well organized manner. The written materials complement the video presentations.

Comment: Both the materials (slides and detailed outlines) were well done and easy to understand. The various speakers about 7 or so, all knew their stuff. I have been in this field for decades and have an LL.M. in tax since 1983 and thought it was well done for the new person and the old timer like myself. And, not without great merit, the program cost was incredibly reasonable. Loved the sample language in the workshops. That by itself was worth the price of admission, A legitimate 5 out of 5

Comment: The Academy’s overview and coverage of planning techniques, especially the outlines are useful tools that I will refer to in future matters. Video instruction is outstanding. I would recommend this course to any firm, whether the firm’s planning matters are basic or advanced.

Comment: Although this course may be geared towards those attorneys new to tax planning, I recommend it for all attorneys practicing estate planning, even those with experience advising on tax planning matters. I have been an estate planner for 10+ years, and I found the course to be relevant, thorough, and helpful! The instructors are obviously knowledgeable and qualified, and the content and materials are of the highest quality. The website, technology, and back office support from Interactive Legal were all superb. I would recommend this course to any estate planning attorney!

Comment: I found the course to be excellent, really top-notch. All of the presenters were so good it was almost surprising. Do I want to become an InterActive subscriber? Yes!

Comment: InterActive Legal’s Estate Planning Tax Series was an excellent course.

Comment: I attended all 12 of the hour long sessions, and found them very well done, and relevant and helpful in my work. The presenters were very knowledgeable in the subject matter, and also excellent at presenting the material concerned. I sort of surprised myself, by watching all the presentations…..says something about the quality of the programs.