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The Content Team at InterActive Legal is comprised of experienced Estate Planning and Elder Law attorneys with over 150 years of combined experience, as well as non-attorney legal and technology professionals. These attorneys and other professionals keep the InterActive Legal drafting systems current by monitoring federal and state law changes and new planning ideas. In addition, they strive to provide an excellent user experience through ongoing training and drafting support.

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Finally Final SECURE Regulations

InterActive Legal Content Team Jul 22, 2024

Last week, the IRS issued the long-awaited final regulations implementing the changes made by the SECURE Act. The regulations take effect 60 days from the date on which they were published (the publication date is July 19, 2024) and…

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Proposed Retirement Benefits Provisions

InterActive Legal Content Team Jan 6, 2023

Attached to this memorandum, InterActive Legal subscribers will find new proposed versions of the retirement benefits provisions that are included in InterActive Legal Wills, Revocable Trusts, and other specific trusts. These proposed…

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IRS Notice 2022-53 – What it Means for Estate Planners

InterActive Legal Content Team Oct 11, 2022

On Friday, October 7, 2022, the IRS issued Notice 2022-53 (“the Notice”), which references the SECURE Act proposed regulations and makes the following introductory statement: “This notice announces that the Department of the Treasury…

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InterActive Legal Content Team 2 posts 0 comments

Finally Final SECURE Regulations

Proposed Retirement Benefits Provisions

IRS Notice 2022-53 – What it Means for Estate Planners

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