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PLEASE NOTE:  InterActive Legal Subscribers have complimentary access to these webinars
in the ILS Webinar Library on the subscriber website.

 


Upcoming Events Schedule

 

Interview Secrets:  Tips and Tricks for Document Interviews in InterActive Legal

Subscriber Drafting Webinar presented by Teresa L. Bush, Esq.

Friday, June 25, 2021

12pm to 1pm ET

Webinar Description:

Document interviews in InterActive Legal follow a format that we all recognize – a list of screen titles on the left, questions on the right, navigation keys to move forward and back at the bottom.  Beyond the basics, however, are several tools that can be accessed within document interviews.  These tools may help in your overall drafting process, provide more information on drafting options, and allow you to preview text before actually assembling documents.

In this subscriber drafting webinar, we will focus on these various tools, such as:

•    Using the “Document Preview,” including different ways to view the previewed document and searching for text
•    Reviewing the Question Summary and Answer Summary to understand the difference
•    Exporting or printing the summaries for easier review and use
•    Various ways of accessing help and commentary (including hiding it completely until you need it)
•    Reviewing and changing preferences for individual documents
•    Erasing answers, and when to do so
•    And more

Join us for a practical discussion of tools you may not have noticed before that can help with the drafting process, as well as tips for easier and more efficient interview navigation and document preparation.  This subscriber drafting webinar is appropriate for subscribers to all practice systems.

Subscriber Drafting Webinars provide continued training on various aspects of using the InterActive Legal software, usually focusing on drafting particular documents or using certain drafting options.  These webinars are free to ILS subscribers. They provide insight and training regarding specific documents and options available within the drafting systems. Subscribers will receive an email outlining the topic of each drafting webinar with instructions for registration.

 

Drafting the Standard Irrevocable Trust in InterActive Legal

Subscriber Drafting Webinar presented by Teresa L. Bush, Esq.

Friday, July 30, 2021

12pm to 1pm ET

Webinar Description:

Each InterActive Legal practice system provides subscribers with the ability to draft at least one type of “irrevocable trust.”  All systems contain the standard Irrevocable Trust, which can serve multiple purposes, and will be the primary focus of this drafting webinar.  The Irrevocable Trust is the document typically used to create a “SLAT,” or Spousal Lifetime Access Trust.  We will review how to set up this trust when there is a spouse involved and when there is not, grantor trust options, insurance trust options, “Crummey” powers, and more.  The format of this trust will be explained, using flowcharts, to clarify the difference between the Lifetime Trust and the Family Trust, both of which can be created as part of the structure.  We’ll also review the Single Beneficiary Irrevocable Trust, available in Wealth Transfer Planning and Elder Law Planning, as well as the joint version of both of these trusts.

The question of how to create the standard Irrevocable Trust for beneficiaries other than descendants will be addressed, and we will also consider some advanced options available only in Wealth Transfer Planning.  

This subscriber drafting webinar is appropriate for subscribers to all practice systems.

Subscriber Drafting Webinars provide continued training on various aspects of using the InterActive Legal software, usually focusing on drafting particular documents or using certain drafting options.  These webinars are free to ILS subscribers. They provide insight and training regarding specific documents and options available within the drafting systems. Subscribers will receive an email outlining the topic of each drafting webinar with instructions for registration.

 

12th Annual Rocky Mountain Regional Elder Law Retreat

Virtual Conference

Co-sponsored by the Elder Law Section of the Colorado Bar Association and the Colorado Chapter of National Academy of Elder Law Attorneys

August 26-28, 2021

Join us at the 12th Annual Rock Mountain Regional Elder Law Retreat.  This dynamic online conference will provide engaging online discussions, real-time speaker interface, and interactive networking events.  We look forward to meeting you at the conference.

 

 

 

Drafting Medicaid Planning Trusts in InterActive Legal

Subscriber Drafting Webinar presented by Teresa L. Bush, Esq.

Friday, August 27, 2021

12pm to 1pm ET

Webinar Description:

InterActive Legal’s monthly subscriber drafting webinars are typically structured as additional training classes on using various InterActive Legal programs to draft particular documents or provisions.  These presentations allow us to focus on narrow areas that we don’t typically have time to cover in our general training classes for new subscribers.  In this month’s installment, we will focus on documents that are unique to the Elder Law Planning practice system.  However, users of any practice system are welcome to attend for informational purposes, or to get a brief demonstration of some of the documents offered in that system.

In this presentation, we will discuss how to draft what are sometimes referred to as “Medicaid Asset Protection Trusts,” or “MAPTs.”  In InterActive Legal’s Elder Law Planning, the trusts we refer to as the  “Income Only Trust” and the “Children’s Trust” can each be used as a MAPT.   The different drafting options in each of these trusts will be explained, and we will consider why certain options might be selected in certain situations.  We will cover the income tax planning options in these trusts, including options for preserving the step-up in basis for trust assets and the capital gain exclusion for sales of personal residences (which are often transferred into MAPTs).  Finally, we will review using a joint MAPT (one trust created by both Husband and Wife, as grantors), and the issues involved.

Please join us!

Subscriber Drafting Webinars provide continued training on various aspects of using the InterActive Legal software, usually focusing on drafting particular documents or using certain drafting options.  These webinars are free to ILS subscribers. They provide insight and training regarding specific documents and options available within the drafting systems. Subscribers will receive an email outlining the topic of each drafting webinar with instructions for registration.

Subscriber Drafting Webinar

Presented by Teresa L. Bush, Esq.

Friday, September 24, 2021

12pm to 1pm ET

Subscriber Drafting Webinars provide continued training on various aspects of using the InterActive Legal software, usually focusing on drafting particular documents or using certain drafting options.  These webinars are free to ILS subscribers. They provide insight and training regarding specific documents and options available within the drafting systems. Subscribers will receive an email outlining the topic of each drafting webinar with instructions for registration.

 

CLE Credits
InterActive Legal is not an approved Continuing Education Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.