Resources

I am fortunate to be in a position that affords me access to other attorneys grappling with this subject and people with technical backgrounds who have a good understanding of current and developing AI technology. Although I am not an…

This is a sample letter that can be adapted and sent to clients that discusses both the Corporate Transparency Act and the imminent sunset of the increased estate and gift tax exemption and what steps clients need to take.

In the realm of Trusts & Estates, many lawyers often find themselves navigating the misconception that their primary offering is a tangible product, like wills or trusts. However, at the heart of this practice isn't a product, but a…

Clients expect more than just legal services when they contact your office to estate plan. You're hired because estate planning is a complex, emotional process that requires decisions most clients have yet to consider. In other words,…

In their commentary, Martin M. Shenkman, Jonathan G. Blattmachr and Joy Matak provide their analysis of the Biden Administration’s Fiscal Year 2024 Revenue Proposals.

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…

The use of automation in estate planning law firms has been steadily increasing in recent years. The technology can do more, and clients are increasingly more willing to interact with it. Whether you use a lot of automation in your…

There’s much attention placed on the estate planning process, and rightfully so, but the day inevitably comes when an estate must actually be settled. Whether it’s an estate you helped plan, or one with no proactive measures in place,…

As people live longer and have more active lives into their later years, we can perceive a shift in the typical Elder Law Planning client demographic. How to best reach potential clients who need legal services, and how to retain those…

Every area of the law has its unique challenges and rewards.  For estate planning and elder law attorneys, one of the greatest rewards of their practice is the opportunity to connect with clients on a more personal level while serving as a…