InterActive Legal Subscribers have access to these webinars in the ILS Webinar Library on the subscriber website.
Kansas City Estate Planning Symposium
Friday, April 22-23, 2021
The Kansas City Estate Planning Symposium is the Midwest’s leading estate planning event, featuring multi-disciplinary content delivered by nationally recognized leaders. It is vital to stay on top of the latest developments in trust, estate and gift taxes, especially during the current pandemic and economic disruption.
Join us at the Kansas City Estate Planning Symposium virtual conference to learn more about InterActive Legal's document drafting and assembly solutions. We looking forward to meeting you.
Matrimonial Issues and Trust Planning: Practical Planning Tips for Practitioners
Presented by Jonathan G. Blattmachr, Esq., Sandra D. Glazier, Esq., Martin M. Shenkman, Esq., and Susan Reach Winters, Esq.
Thursday, April 29, 2021, 4:00pm to 5:00pm ET
Webinar Sponsors: InterActive Legal, Peak Trust Company and Shenkman Law
During this webinar, the following topics will be discussed.
• Using a separate/special revocable trust to preserve the separate property characterization of particular assets and to avoid commingling.
• Using a domestic asset protection trust (DAPT) before marriage to segregate pre-marital assets.
• How these techniques can be planned and implemented.
• What provisions should you include in a revocable trust or DAPT?
• What schedules should be attached to each type of trust?
• What provisions might be included in a prenuptial or postnuptial agreement?
• When might it be appropriate to use each type of trust?
• Inheritance considerations
• The importance of keeping separate property separate and practical issues that often arise.
• Why it is advisable to use an independent trustee for divorce protection.
• Potential for decanting and change of jurisdiction on existing trusts and how that may be used to bolster matrimonial planning.
• Sample language and an article on DAPTs and prenuptial agreements will be provided.
"Wait and See" Estate Plan Drafting in InterActive Legal
Subscriber Drafting Webinar*
Presented by Teresa L. Bush, Esq.
Friday, April 30, 2021, 12pm to 1pm ET
With the amount of the federal estate tax exemption likely to drop to a lower, but as yet unknown, amount, more clients may be subject to estate taxation. This may mean that a bypass trust is the best plan for more clients, but when the amount of the exemption is uncertain, it may be better to create a simpler estate plan with the ability to trigger a bypass trust only if necessary. This presentation will discuss basic estate tax planning using a bypass trust, and the various ways of creating that trust, either automatically by formula, or through a contingent approach.
In this Subscriber Drafting Webinar, we will focus on how to draft a plan that includes a bypass trust created via disclaimer and via a Clayton QTIP, both of which are options available in all InterActive Legal practice systems (with one variation in Wealth Transfer Planning that we will mention only briefly).
We will cover:
We will also demonstrate including both a disclaimer and Clayton provision in the same document, if desired. Finally, we will briefly cover options for wait-and-see planning in decoupled states.
With one small exception, all options discussed in this webinar are available in ALL practice systems, so this webinar is appropriate for users of Wealth Transfer Planning, Essential Estate Planning, and Elder Law Planning.
*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.
55th Annual Heckerling Institute on Estate Planning
- Virtual Institute -
May 3 - 6, 2021
InterActive Legal is a proud sponsor of the 55th Annual Heckerling Institute on Estate Planning.
The Heckerling Institute on Estate Planning has long been recognized as the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team. This year's Heckerling Institute on Estate Planning will be a fully virtual exhibit hall dedicated entirely to the estate planning industry.
Be sure to stop by InterActive Legal's virtual exhibit booth and learn how to increase your practice's accuracy, efficiency and profitability. We look forward to meeting you.
Document Generation's Impact on Billing and Practice Management: It's More Than Just Documents
This webinar is an InterActive Legal event at the 55th Annual Heckerling Institute on Estate Planning (Virtual Institute)
Presented by Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq.
Friday, May 5, 2021, 12:10pm to 1pm ET
Document generation software can be used to efficiently generate estate planning documents, but creatively applied it can have a broader impact than just generating routine documents for your practice. Document generation software can enable you to expand the services you provide, provide goodwill to existing clients in ways that otherwise would not be feasible, facilitate your taking full advantage of the laws of trust-friendly jurisdictions, and more. Have you really harnessed the full power of document generation software? In this program, renowned estate planning attorney Martin M. Shenkman joins esteemed writer, speaker, and InterActive Legal co-author, Jonathan G. Blattmachr, to discuss the myriad ways document generation software can expand your practice, generate goodwill with clients, increase efficiency, and create a bridge to the next generation of clients, promoting continuity for your firm. Even seasoned veterans and early adopters of document generation software will learn new ways to leverage it in order to meet their long-term business goals. Whether you are looking to expand your client base, generate more revenue, or increase your work-life balance by getting the most out of your time, this presentation will offer tips for making the most out of this powerful tool.
The 2021 Tax Landscape-The latest updates on Federal tax law changes: What we know, what we don’t, and what you can do
Presented by Jonathan G. Blattmachr, Esq., Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), and Martin M. Shenkman, Esq.
Wednesday, May 12, 2021, 1:00pm to 2:00pm ET
As predicted, 2021 is shaping up to be an interesting and busy year for estate planners. The shift in control in Congress and need to generate revenue for the Federal government prompted swift proposals for changes in the Federal tax laws, with two broad-sweeping plans introduced by Democratic Senators in the first quarter. Although hard to predict, it is likely we will see further proposals and alternate versions of the existing ones as the year unfolds. Could we see changes enacted in the first half of 2021? Will we see a reduction in the estate tax exemption to $3.5 million or a different amount? Will the gift and estate tax exemptions be “de-unified”? Will grantor trusts become includible in the grantor’s estate? Will we lose the 1041 step-up in basis? Nobody knows the answers to these questions. One thing that is certain is the need for estate planners to stay updated on current proposals and provide timely advice to clients so that they can act to preserve their estate plans. Join our panel for an update on the latest proposals and what they mean for you and your clients. Don’t miss this opportunity to gain insight from the experts and learn about emerging planning techniques you can use to help your clients plan in the face of these potentially monumental changes.
Subscriber Drafting Webinar
Presented by Teresa L. Bush, Esq.
Friday, May 21, 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.
41st Annual Estate Planning Retreat
Co-sponsored by the Colorado Bar Association Trust and Estate Section
June 10-12, 2021
Join us at the Colorado Bar Estate Planning Retreat virtual event where faculty of experienced attorneys, professionals and judicial officers will speak about latest updates, key legislation, and best practices so you can best serve your estate planning clients. This event features two keynote speakers:
• Natalie B. Choate, Esq., and Author: Estate Planning for Retirement Benefits in a post-SECURE World
• Nita Mosby Tyler, Ph.D., The Equity Project: Navigating the Complexities of DE&I in the Workplace
Be sure to stop by our virtual exhibit to learn how InterActive Legal can help your practice be more efficient. We look forward to meeting you.
12th Annual Rocky Mountain Regional Elder Law Retreat
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.