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8 Tech Traps and Tips Every Practitioner Must Know Now that You’ve Tackled Remote Working
Practitioners have had to reimagine their firms with remote work environments, and soon a new form of office environment that will include remote work. Practitioners must balance the needs of the partners and staff with the safety and…
InterActive Legal Leaders Co-Author Important Article Addressing How Artificial Intelligence May…
Virtually, everything we use every day, from our iPhones to our automobiles, is driven by AI. Its impact on the legal industry is enormous from word processing to computer research to email to Zoom conference calls.
How I am Changing My Practice, Client Meetings, Client Planning, and More to Address Coronavirus
We are in the throes of the Coronavirus pandemic, and even though states are loosening stay-at-home restrictions, the impact on estate planning professionals, as well as their families, finances, and our country, will continue for some…
Tech and Remote Work: More Practical and Actionable Tips
Working remotely has challenges and as we have all spent more than a month doing so what tips can make you more efficient and productive now?
Marketing Your Practice in times of Crisis, Fear, and Uncertainty
A global pandemic reminds us that now is a time when clients need the services of trusts & estates, elder law and special needs attorneys more than ever. The urgency to address one’s estate planning needs has been felt by many. Some…
How I’m Changing My Practice, Client Meetings, Client Planning, and More to Address the Coronavirus
Health issues are without doubt of paramount importance for you and your practice, this webinar will explore steps you might consider for your practice and clients in light of the coronavirus.
Estate Planning is a Process
Each year, at the annual Heckerling Institute on Estate Planning (known simply as "Heckerling"), InterActive Legal hosts a luncheon for our subscribers, prospective subscribers, and Advisors.
SECURE’s Changes to Retirement Plan Distribution rules Applicable to Participants and…
Signed into law December 20, 2019, SECURE has radically changed the estate planning landscape for clients’ retirement benefits. Except for a few types of beneficiaries, the life expectancy payout is gone with the wind, replaced by a maximum…
Memo Re SECURE Act
This memorandum to InterActive Legal subscribers provides detail regarding the provisions of the appropriations bill passed in December 2019 affecting retirement benefits, known as the SECURE Act.The memo also offers drafting and other…
Building Your Estate Planning Practice: Marketing Services to Clients Not Paying Estate Tax
This program is designed for practitioners (estate planners, attorneys, wealth advisers, insurance consultants, etc.) and will address how professional advisers can educate current and prospective clients on the importance of estate,…
