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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

 

Drafting for Retirement Benefits in InterActive Legal

Presented by Teresa L. Bush, Esq.

Friday, September 24, 2021

12pm to 1pm ET

The SECURE Act has been in effect for more than a year and a half, and drafting options that comply with its terms have been in InterActive Legal drafting systems since January of last year.  This webinar will revisit those options, covering the ways in which trusts can be structured as beneficiaries of retirement assets.

We will review drafting options for retirement benefits in Wills, Revocable Trusts, and other trusts, illustrating how to create both “conduit trust” and “accumulation trust” provisions, and discuss the expected tax effect of these provisions.  Topics that will be covered:

•    Drafting what we find to be the “most common” plan
•    Accumulation or conduit trusts for children
•    Using a conduit trust for the spouse in a second marriage (or even a first)
•    Accumulation trusts for special needs beneficiaries
•    Thoughts on beneficiary designation forms
•    Contingent safe-harbor language included while we await clarifying regulations
•    Separate trusts for retirement benefits (such as the Retirement Benefits Trust, available in Wealth Transfer Planning and Elder Law Planning)
•    Using a charitable remainder trust for retirement benefits (available only in Wealth Transfer Planning)

This drafting webinar is not a substantive webinar about the details of the SECURE Act, but we will discuss provisions of the Act when necessary to describe the drafting options and language.  We’ll focus on how to draft the provisions necessary to get the longest stretch possible when the estate plan includes leaving retirement assets in trust.
 

National Conference on Special Needs Planning and Special Needs Trusts

Live Conference Sponsored by Stetson University

The Vinoy Renaissance Resort & Golf Club, St. Petersburg, Florida

October 13-15, 2021

Join us at Stetson University's National Conference on Special Needs Planning and Special Needs Trusts.  Legal experts will review major issues presented in creation, administration and planning of special needs trusts.  We look forward to meeting you at the conference.

 

 

Subscriber Drafting Webinar

Presented by Teresa L. Bush, Esq.

Friday, October 29, 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, November 19, 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, 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.

 

 

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.