Browsing Category

Drafting

Subscriber Drafting Webinars provide continued training on various aspects of using the InterActive Legal software, usually focusing on drafting particular documents or using certain drafting options. These webinars are free to ILS subscribers. They provide insight and training regarding specific documents and options available within the drafting systems. Subscribers will receive an email outlining the topic of each drafting webinar with instructions for registration.

More results...

All Access Pass Hot Topics Mini Webinars On-Demand Roundtable

Drafting

Drafting SLATs in InterActive Legal

Teresa L. Bush Esq. Nov 22, 2024

Last month, we discussed some basic “How-tos” in InterActive Legal – how to create a very simple Will or With the federal estate and gift tax exemption poised to drop dramatically in 2026, a popular strategy for using the high exemption…

Drafting

How do I . . . ? Part 2

Teresa L. Bush Esq. Oct 28, 2024

Last month, we discussed some basic “How-tos” in InterActive Legal – how to create a very simple Will or Revocable Trust, how to add in conduit or accumulation trust provisions, how to make documents shorter. This month, we’ll pick up on…

Drafting

How Do I…?

Teresa L. Bush Esq. Sep 27, 2024

While we don’t have actual data, we subjectively believe that most questions we receive in the content/drafting support department here at InterActive Legal start with “How do I…” This makes complete sense, particularly for new users, who…

Drafting

Decoupled State Estate Planning in InterActive Legal

Teresa L. Bush Esq. Aug 23, 2024

This month’s subscriber drafting webinar will focus on estate tax planning in states that have a separate state estate tax system with a state exemption that is lower than the federal exemption. In that situation, there is an added layer…

Drafting

Drafting for Descendants and other Non-Spouse Beneficiaries in InterActive Legal

Teresa L. Bush Esq. Jul 26, 2024

With estate tax exemptions remaining high – except in a few select states – estate tax planning is not a priority for many clients. However, how property passes to one’s family remains a driving force behind client estate planning…

Drafting

Generation-Skipping Transfer Tax Planning in InterActive Legal

Teresa L. Bush Esq. Jun 28, 2024

Estate tax planning is top of mind for planners representing high net worth individuals, but planning for the generation-skipping transfer (“GST”) tax should also be considered. Many clients – and perhaps some attorneys – may mistakenly…

Drafting

New Estate Planning Client Walkthrough

Teresa L. Bush Esq. May 31, 2024

A potential new client has contacted your office to see if your firm can prepare their estate plan. What is your first step? There is no one right answer to this question – some attorneys will schedule an in-person conference or an online…

Drafting

Customizing Your System for Success

Teresa L. Bush Esq. Apr 29, 2024

Every InterActive Legal drafting system includes standard time-saving features designed to streamline the drafting process. Those features are often not evident “out of the box,” since it takes a bit of time to get used to drafting in a…

Drafting

Drafting Trusts for Lifetime Gifting in InterActive Legal

Teresa L. Bush Esq. Mar 29, 2024

Estate planning often focuses on where property passes at death, either via a revocable trust or a last will and testament. In some cases, however, a client may want to make gifts of property during lifetime, or they may be advised to do…

Drafting

Drafting Trusts for Medicaid Planning in InterActive Legal

Teresa L. Bush Esq. Feb 23, 2024

In this presentation, we will discuss how to draft what are sometimes referred to as “Medicaid Asset Protection Trusts,” or “MAPTs.” In InterActive Legal’s Elder Law and Special Needs Planning system, the trusts we refer to as the “Income…

1 2 3 … 11 Next

Drafting

Follow Us @heystudio