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Teresa L. Bush Esq. 146 posts 0 comments

Teresa Bush joined InterActive Legal in 2007 and serves as Director of Education and Support Services.

Ms. Bush has been licensed to practice law since 1991, and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration. She began her practice in a small law firm, planning for clients of all levels of wealth. Thereafter, she practiced for a number of years in the Tax Section of Kelly, Hart and Hallman, P.C. in Fort Worth, Texas, and as an estate and gift tax consultant for the Dallas office of Ernst & Young, in both cases focusing on planning for very high net worth clients.

Ms. Bush received her J.D. from the University of Texas School of Law, where she was a research assistant for Professor Stanley M. Johanson. She studied at Edinburgh University and the London School of Economics prior to obtaining a B.A. in Economics and Political Science from Rice University in Houston. While studying abroad, she worked as an intern for a Member of Parliament in the British House of Commons.

Ms. Bush taught legal research and writing as a Teaching Quizmaster in law school, and later taught estate planning extension courses for American College of Financial Services CLU candidates. She has presented several online webinars on estate planning and drafting topics, and is the author or co-author of a variety of estate planning articles.

Tips and Tricks with Teresa

Erasing Interview Answers from the Bottom Up

Teresa L. Bush Esq. Sep 29, 2023
If you need to make a change to an interview, usually removing data, consider that what you are removing may still stay "in the background" if you don't erase the unnecessary information completely.
Drafting

InterActive Legal Document Provisions – Where Do They Come From?

Teresa L. Bush Esq. Aug 25, 2023
In this webinar, we'll go through several different articles and paragraphs, briefly discuss the purpose of each, and point out when each provision appears in a given document. 
Press Releases

InterActive Legal’s Teresa Bush Featured on “The Elder Law Coach Podcast”

Teresa L. Bush Esq. Aug 2, 2023
In a recent episode of "The Elder Law Coach Podcast," Todd Whatley, a Certified Elder Law Attorney and the host of the show, welcomed special guest, Teresa Bush, Director of Education and Support Services at InterActive Legal. The podcast,…
Tips and Tricks with Teresa

Naming Children in the Client Interview

Teresa L. Bush Esq. Jul 28, 2023
Musts for Naming Children: When naming children of a married couple, make sure to give children to BOTH spouses, even if all children belong to both spouses If you fail to do so, when you start drafting document for the "spouse," you…
Drafting

Drafting for Blended Families in InterActive Legal

Teresa L. Bush Esq. Jul 28, 2023
Estate planning for clients with prior marriages and children from other relationships can sometimes be challenging, and even raising the issue may be difficult.  However, once you’ve determined with your client how they would like to…
Tips and Tricks with Teresa

My Favorite Tip: Custom Profiles

Teresa L. Bush Esq. Jun 23, 2023
Why are Custom Profiles so Great? Using custom profiles is the most efficient way to use InterActive Legal. You can literally replicate your "old" manual form system by building custom profiles that match with your old forms. When you…
Drafting

Creating and Using Custom Profiles – the best Drafting Tool in your Practice System

Teresa L. Bush Esq. Jun 23, 2023
If you’ve listened in to any of the InterActive Legal training classes or previous subscriber drafting webinars, you may recall hearing someone say that creating custom profiles is the most efficient way to use the program. And this is…
Drafting

Drafting Joint Revocable Trusts (including new Community Property Trusts) in InterActive Legal

Teresa L. Bush Esq. May 31, 2023
All InterActive Legal drafting systems include a Joint Revocable Trust, which operates as one combined estate planning document for a married couple or unmarried partners.  As a revocable trust, this document also is intended for incapacity…
Tips and Tricks with Teresa

Client Interview Troubleshooting

Teresa L. Bush Esq. May 31, 2023
You MUST complete the Client Interview, at least through naming children, for the program to work correctly. ALL OF THESE are signs that your Client Interview is not complete! Have you ever been in a document interview and it looks…
Drafting

Drafting Common Estate Plans from Start to Finish in InterActive Legal

Teresa L. Bush Esq. Apr 28, 2023
InterActive Legal drafting systems contain hundreds of different options, which can make using the program sometimes feel a bit overwhelming.  Many of the options won’t be needed for most clients, but are nice to have when the situation…
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Welcome back, Letha Sgritta McDowell CELA

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