# InterActive Legal \| Estate Planning \& Elder Law Drafting Software

> Our estate and elder law documents will help you protect client wealth while saving time with automated drafting\. Get started today\!

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## Pages
- [Alliance Partners](https://wp-dev.interactivelegal.com/resources/alliance-partners/)
- [Walter Primoff CPA](https://wp-dev.interactivelegal.com/walter-primoff/)
- [Robert S\. Keebler, CPA](https://wp-dev.interactivelegal.com/robert-s-keebler-cpa/)
- [Vanessa L\. Kanaga Esq\.](https://wp-dev.interactivelegal.com/vanessa-l-kanaga-esq/)
- [Special Advisors](https://wp-dev.interactivelegal.com/special-advisors/)

## Posts
- [The Last Mile of Estate Planning: Why Deed Transfers Break Down in a 50\-State Practice — and How to Fix It](https://wp-dev.interactivelegal.com/2026/07/29/the-last-mile-of-estate-planning/)
- [Why Family Business Succession Issues Break Estate Plans](https://wp-dev.interactivelegal.com/2026/05/13/why-family-business-succession-issues-break-estate-plans/)
- [When Clients Have Global Ties: U\.S\. Estate Planning Issues for Cross\-Border Clients](https://wp-dev.interactivelegal.com/2026/05/26/when-clients-have-global-ties/): Who among us does not have clients with ties to another country? These international connections often raise special considerations in estate planning\. This article offers an overview of key U\.S\. estate tax rules that apply when clients have cross\-border ties, while putting aside, for now, the related \(and complex\) topics of gift tax, income tax, and reporting requirements\. It also highlights practical considerations around wills and ancillary documents for clients with property or presence in multiple jurisdictions\.
- [Number One Factor to Successful Financial Planning ](https://wp-dev.interactivelegal.com/2026/05/05/number-one-factor-to-successful-financial-planning/)
- [Elder Law Has a Branding Problem—And It’s Costing You Clients](https://wp-dev.interactivelegal.com/2026/04/26/elder-law-has-a-branding-problem-and-its-costing-you-clients/): If you work in or around the elder law space, you’ve probably felt it: a quiet resistance from prospective clients who should be a perfect fit—but don’t quite see themselves in what you do\.

They hesitate\.  They delay\.  Or worse, they only show up when something has already gone wrong\.

And while there are many reasons for this behavior, one of the biggest—and most overlooked—is hiding in plain sight:

The name “Elder Law” itself\.

## Events
- [AI in Tax Practice](https://wp-dev.interactivelegal.com/event/ai-in-tax-practice/): The IRS’s recently issued OPR Alert 2026\-19 on responsible artificial intelligence use in federal tax practice may have far broader implications than many practitioners realize\. While directed at tax practice before the IRS, the Alert raises important questions for tax attorneys, CPAs, enrolled agents, financial advisers, estate planners, trust officers, and other professionals who increasingly rely on AI tools to analyze tax returns, assist with tax planning, prepare written advice, communicate with clients, review documents, and support compliance functions\. The Alert addresses due diligence, competence, written advice, confidentiality, supervision, documentation, and billing practices in an AI\-driven environment\. 
- [Blockchain as an Estate Planning Tool](https://wp-dev.interactivelegal.com/event/blockchain-as-an-estate-planning-tool/): This webinar will provide estate planners, even those with no understanding or awareness of the blockchain, crypto, NFTs and similar concepts, with a clear, actionable framework for integrating blockchain technology into modern planning strategies\. Simple explanations of the blockchain and related concepts will be provided\. The program focuses on real\-world applications, including how blockchain can create tamper\-evident records of wills, trusts, and related documents; how cryptographic hashing can establish a permanent “fingerprint” of client documents for evidentiary protection; and practical strategies to reduce disputes involving lost, altered, or competing documents\.
- [A Deeper Dive Into AI Advancements for Law Practice](https://wp-dev.interactivelegal.com/event/interactive-legal-masterclass-a-deeper-dive-into-ai-advancements-for-law-practice/): The InterActive Legal Academy Masterclass Series is an exclusive CLE\-included program featuring elevated events that deliver advanced insights from the nation’s leading estate planning professionals\.


In this live Masterclass from InterActive Legal Academy, our founding attorneys Jonathan Blattmachr and Michael Graham will discuss AI with a computer scientist who has spent years actually building and working with AI for tasks other than legal work\.  Jeff Glickman can give us the scientific reasons that AI works well in some situations and not so well in others\.
- [NAELA Trust and Estate Tax Returns: Forms to Filing](https://wp-dev.interactivelegal.com/event/naela-trust-and-estate-tax-returns-forms-to-filing/): This highly interactive virtual workshop gives participants real\-world experience preparing trust and estate tax returns\. Attendees will both complete returns and review “CPA prepared” returns, working through them live, reviewing entries, discussing why they work, and identifying necessary corrections across multiple scenarios\.
- [The 12\-Step Quiz to Figure Out the RMD Payout Period for a Trust](https://wp-dev.interactivelegal.com/event/the-12-step-quiz-to-figure-out-the-rmd-payout-period-for-a-trust/): The RMD rules are not difficult; it's just that there are a lot of them – and they seem more complicated when a trust is involved\.  This webinar is designed to tackle those rules:  determining RMDs for a trust in a few easy steps; the trust planning/drafting issues that matter for your clients; when a trust's RMD strategy can make a big difference and when it can't; and the most common mistakes and how to avoid them\.

## Categories
- [Blog](https://wp-dev.interactivelegal.com/category/blog/)
- [Press Releases](https://wp-dev.interactivelegal.com/category/press/)

## Tags
- [Estate Planning](https://wp-dev.interactivelegal.com/tag/estate-planning/)
- [Practice Management](https://wp-dev.interactivelegal.com/tag/practice-management/)
- [Elder Law](https://wp-dev.interactivelegal.com/tag/elder-law/)
- [Personal Effects](https://wp-dev.interactivelegal.com/tag/personal-effects/)
- [Retirement Benefits Planning](https://wp-dev.interactivelegal.com/tag/retirement-benefits-planning/)

## Event Categories
- [Conference](https://wp-dev.interactivelegal.com/events/category/conference/)
- [Hot Topic Webiner](https://wp-dev.interactivelegal.com/events/category/hot-topic-webiner/)
- [Speaker Series Webinar](https://wp-dev.interactivelegal.com/events/category/speaker-series-webinar/)
- [Academy](https://wp-dev.interactivelegal.com/events/category/academy/)

## Optional
- [Sitemap index](https://wp-dev.interactivelegal.com/sitemap_index.xml)