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Privacy Policy

Who we are:

This website is owned and operated by ILS Management, LLC (d/b/a InterActive Legal). We are a Texas limited liability company with headquarters at 930 South Harbor City Blvd, Ste 505, Melbourne, FL 32901.

We can be reached via email to customerservice@interactivelegal.com.

We can be reached via telephone at 321.252.0100.

Our website address is: https://interactivelegal.com

What personal data we collect and why we collect it:

When visitors submit a form on this website, we collect the data shown in the form, and also the visitor’s IP address and browser user agent string to help spam detection.  This information may be used to improve the content and usefulness of our products, services, and website, as well as, for marketing purposes.

We also collect, retain in our database, and use information voluntarily provided by you.   Below are some sample activities where we collect and use your information.

  • If you request a demo, download an article, register for and/or attend a webinar, participate in an online survey or enter any information through this website, we will collect Information from you, including name, firm name, state, e-mail address, and any other information on the form. We use this information to improve the usefulness of our products, services, and website and to facilitate contacting you about our services and products and those of our affiliates.
  • If you post messages to the InterActive Legal Discussion Forums, we will post your personal information (name, username, join date, location and number of posts) with your message.
  • If you register for a webinar or order other products and services through our website, we will collect contact information and may collect financial information from you. We will provide your contact information, but not your financial information, to the speakers who are presenting at the webinar(s) you registered to attend and to their sponsors (firms or entities associated with the speaker), for administrative purposes and to allow them to market their own products and services to you.
  • If you correspond with InterActive Legal via e-mail, we collect your e-mail address and the content of the e-mail, which will be used to address issues raised by you or to respond appropriately.
  • We may collect information we receive from you when you interact with us via social media platforms such as Facebook, LinkedIn, and Twitter.

In addition to the uses noted above, InterActive Legal may share your information with webinar speakers, sponsors and presenters, as well as, affiliated strategic partners, advisors, cloud-based services, payment processors, and third-party service providers so they can market their products and services to you. 

InterActive Legal may also disclose personally identifiable information in response to legal process, such as a court order or subpoena, and any personally identifiable information that you provide may be transferred in a merger, acquisition, restructuring, or other corporate transaction involving InterActive Legal or its affiliates.

Please notify us in writing, to the address located in the “who we are” section of this privacy policy, if you do not wish to be marketed to by InterActive Legal, speakers, or third parties. If you would like to opt out from our email advertisements please visit  http://go.interactivelegal.com/emailPreference  to manage your email subscriptions.

Data Collected to Manage Your Subscription and/or Purchase from InterActive Legal or its Affiliates:

InterActive Legal will collect personal data when your subscription begins or you purchase a product or service. This information is used to setup your account on our websites and our software. It is also used for marketing purposes.

If you are redirected to an offsite payment gateway to complete your payment, we may store this information in a temporary session variable to setup your account when you return to our site. We may also collect your billing address and phone number to confirm your credit card. The billing address and phone number are saved by our site to prepopulate the checkout form for future purchases and so we can get in touch with you if needed to discuss your order.

We may also collect your credit card number, expiration date, and security code. This information is passed to our payment gateway to process your purchase. The last 4 digits of your credit card number and the expiration date are saved by our site to use for reference and to send you an email if your credit card will expire before the next recurring payment.

Cookies:

A cookie is a small file containing a string of characters that is sent to your computer when you visit a website. When you visit the website again, the cookie allows that site to recognize your browser. Cookies are used on our website to store visitor preferences and other technical information required for the functionality of the website and for marketing purposes.  You can reset your browser to refuse all cookies or to indicate when a cookie is being sent.

Embedded content from other websites:

Our websites may contain embedded content hyperlinks to other websites, applications and services maintained by third parties. The information practices of third-party websites are governed by the third-party privacy statements. We encourage our website visitors to know when they leave our website and to read the privacy policies of each and every website that collects personally identifiable information.

Our Privacy Statement applies solely to information collected by the InterActive Legal. Third party’s privacy and security policies may differ from those practiced by InterActive Legal.

Analytics:

InterActive Legal uses Salesforce/Pardot for marketing research and analytic services.  You can read their privacy policy here:  https://www.salesforce.com/company/privacy/.

We also use Google Analytics to help us analyze how our websites are used, including the number of visitors, the websites visitors have come from, and the pages they visit. This information is used by us to improve our websites and for marketing purposes.  To opt out from data collection by Google Analytics, you can download and install a browser add-on, which is available here: https://tools.google.com/dlpage/gaoptout?hl=en

Who we share your data with:

InterActive Legal may share your personally identifiable information with webinar speakers, sponsors and presenters, as well as, affiliated strategic partners, advisors, cloud-based service providers, payment processors, and third-party service providers to facilitate contacting you about our services and products and those of our affiliates.

InterActive Legal may also disclose personally identifiable Information in response to legal process, such as a court order or subpoena, and any Personally Identifiable Information that you provide may be transferred in a merger, acquisition, restructuring, or other corporate transaction involving InterActive Legal or its assets.

Please notify us in writing, to the address located in the “Who we are” section of this privacy policy, if you do not wish to be marketed to by InterActive Legal or third parties.

If you would like to opt out from our email advertisements, please send an email to customerservice@interactivelegal.com.

How long we retain your data:

Your data is retained indefinitely by Interactive Legal.  This is so we can recognize and react to your requests for information and support and other services.  We also use your information to analyze our website effectiveness and to market our products and services as well as third-party products and services to you.

What rights you have over your data:

If you have an account on this site, or have completed a form, you can request to receive a file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Where we send your data:

Your data is stored both on and off-site in cloud-based databases provided by third party vendors and on Interactive Legal servers in Melbourne, Florida, and offsite storage facilities.

How we protect your data:

Your data is protected by the InterActive Legal Technical Support Department and third-party service providers responsible for offsite storage and backup. 

InterActive Legal uses Salesforce/Pardot to store your personal information.  You can read their privacy policy here:  https://www.salesforce.com/company/privacy/.

InterActive Legal uses PayPal for payment processing.  You can read their privacy policy here: https://www.paypal.com/us/webapps/mpp/ua/privacy-full#9

What data breach procedures we have in place:

In the event of a data breach, Interactive Legal will contact you immediately via email and begin an internal review process.  Our internal review process includes a detailed report and analysis by both internal and external IT providers with a recommended action plan, as well as, review by the InterActive Legal Senior Management Committee.

Contact information:

InterActive Legal headquarters are located at 930 South Harbor City Blvd, Ste 505, Melbourne, FL 32901. 

We can be reached via email to customerservice@interactivelegal.com.

We can be reached via telephone at 321.252.0100.

Our website address is: https://interactivelegal.com

Events

House Estate Tax Proposal Requires Immediate Action

The House Democrats are proposing a $3.5 trillion spending plan. To support that package the Democrats have proposed tax increases to fund a large portion of that plan.

Speakers: Jonathan Blattmachr, Esq., Robert S. Keebler, CPA, and Martin Shenkman, Esq.

The House Ways and Means Committee just issued statutory language for the tax increase proposal, including dramatic changes to the transfer tax system. While the tax legislative process will no doubt evolve with many twists and turns, these proposals might be the blueprint for any final legislation. The implications of this are quite simple. Taxpayers who might be affected need to plan and take action now. If a client has been sitting on the tax planning fence waiting to see what will be enacted, this proposal suggests you advise them to jump off the fence and plan with haste. This webinar will explore the House proposal, what might happen, but most important, what advisers should discuss with clients now.

Preview of Upcoming 47th Annual Notre Dame Tax and Estate Planning Institute

This will be a fast-paced review of a wide range of practical planning ideas including: Freeze planning for GST exposed trusts and QTIP trusts; Installment sales to non-grantor trusts; Mathematics of charitable planning; Creative planning considering the changing political landscape; Beneficial interests in trusts and dissolution of marriage; Strategies to avoid ethical issues in estate planning; Diversity, equity, and inclusion-practical tips; SLAT tips; ERC and PPP; Agreements that protect clients and advisors: inheritance agreements, siblings agreements, and agreements with caretakers; and more.

Digital Assets Revisited: Preparing for the Tsunami

Digital assets have been on the radar of estate planners for many years, but their scope has recently expanded – exponentially.

The pandemic forced more people online than ever before, and each account, domain name, and other online presence may need to be addressed in some way when a client dies, or becomes incapacitated. Attorneys who both plan estates and administer them therefore need to understand the underlying issues related to different types of digital property.

Join us as experts in the area of digital assets cover the issues you should address with every client, and discuss helpful tools that may also assist with handling digital assets for your clients. The presenters will discuss:

  • The digitization of estate planning
  • How attorneys must adapt to new technology, or face being left behind
  • Digital asset problems in estate administration and how to handle them
  • How to handle digital assets when planning an estate – what to ask and what to look for
  • Why a standard provision in a Will or Trust may not be enough
  • Best practices
  • And more

Don’t miss this timely discussion of a topic that most of us may feel we have adequately covered, but actually may need to address in much more detail.

Digital Assets Revisited

Please Note: ILS subscribers have complimentary access to this video in the ILS Webinar Library. One more reason to become a subscriber


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

InterActive Legal

Contact InterActive Legal

InterActive Legal

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