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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

 

Smaldino: Recent Tax Court Case Has Important Lessons On How To Do Estate Planning Right!

Presented by Jonathan G. Blattmachr, JD and Martin M. Shenkman, Esq.

Wednesday, December 1, 2021

4pm to 5pm ET

Register Now

A recent Tax Court Case, Smaldino V. Commissioner Of Internal Revenue, T.C. Memo. 2021-127, November 10, 2021 has lots of important lessons on how to do an estate plan properly. These lessons are particularly important for those that did planning in a rush in 2020 and 2021 fearing dramatic changes in the tax laws. Even if those harsh changes aren’t enacted (few of them were included in the bill just passed by the House), if you are doing planning, you should heed the lessons provided in Smaldino.

If you completed planning in 2020 or 2021 already, review these lessons and be certain you have all your tax ducks in a row. If you missed doing things properly, it is certainly worth trying to clean up planning after the fact rather than waiting for an IRS auditor to find issues instead. While the critical mistake in the Smaldino case can’t be fixed after the fact, similar planning oversights might benefit from some after the fact cleanup efforts.

This webinar will review the Smaldino case, explain what the taxpayers in that case did wrong, and how you can do planning better. We’ll also discuss what you might do for some of their errors to patch them up after the fact when that is feasible.  This will make the discussion of the case a great case study to illustrate the good, the bad and the ugly of the estate planning process. 
 

 

Subscriber Drafting Webinar

Presented by Teresa L. Bush, Esq.

Friday, December 17, 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.

 

 

Subscriber Drafting Webinar

Presented by Teresa L. Bush, Esq.

Friday, January 28, 2022

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.

 

 

Subscriber Drafting Webinar

Presented by Teresa L. Bush, Esq.

Friday, February 25, 2022

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.

 

 

PAELA 14th Annual Winter Conferences

Live Conferences at the Omni Bedford Springs Resort & Spa, Bedford PA

February 24-26, 2022

InterActive Legal is a proud sponsor of  PAELA's 14th Annual Winter Conference.  Stop by our exhibit booth and let us show you why Elder Law and Estate Planning professionals turn to us as their main resource for the latest planning strategies. See you at the conference.

 

 

Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) 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.