How can I archive/restore a client?
The Client Archive Function allows you to store clients whose matters you have completed.
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Jonathan Blattmachr, Alan Gassman, and Martin Shenkman are the recipients of Bloomberg Tax &…
Bloomberg Tax and Accounting presented their “Tax Contributors of the Year” award to InterActive Legal co-founder, Jonathan G. Blattmachr, and InterActive Legal advisors, Alan Gassman, and Martin Shenkman, for their article “Landmines and…
Heckerling 2023
InterActive Legal proudly continues to be a Platinum Sponsor of Heckerling Institute for Estate Planning. The Heckerling Institute on Estate Planning is the nation’s premier conference for estate planning professionals, offering…
Recommended Training for Non-Drafting Users
As a non-drafting user in our software, you have access to create firm preferences, clients, matters, and edit previously assembled documents. We recommend two courses for all new non-drafting users: Getting Started with InterActive…
Heckerling 2022
InterActive Legal proudly continues to be a Platinum Sponsor of Heckerling Institute for Estate Planning. The Heckerling Institute on Estate Planning is the nation’s premier conference for estate planning professionals, offering…
Analysis of SECURE Act Proposed Regulations
This document is an analysis of the Proposed Regulations issued on February 23, 2022 for the SECURE Act prepared by the InterActive Legal Content Team.The memo is a preliminary guide to the Proposed Regulations meant to both explain the…
ESG Investing in Trusts
InterActive Legal CEO, Vanessa Kanaga moderates a WealthManagement.com webinar on ESG Trusts (Environmental, Social, and Corporate Governance).
Topics will include a brief history of ESG investing, the current framework for choosing and…
ILS Advisors Recognized by NAEPC for their Outstanding Contributions to the Estate Planning…
InterActive Legal is proud to acknowledge that two of its Advisors have been recognized by the National Association of Estate Planners & Councils (NAEPC) for their outstanding contributions to the estate planning community.
Updated Sample Client Letter re 2021 Tax Proposals – Including Green Book Proposals
This is an updated version of the sample client letter posted in April of 2021. This updated letter includes discussion of the Biden Administration's Green Book proposals, in addition to the discussion of the Sanders and Van Hollen…
Provision to Terminate Trust to Preserve GST Allocation
On March 29, 2021, Senator Sanders (Independent, VT) proposed a bill that, if enacted, would diminish substantially the effectiveness of the allocation of generation skipping transfer (GST) tax exemption to a trust that does not terminate…
