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 Powers of Appointment in InterActive Legal

Teresa L. Bush Esq. Mar 31, 2023

Estate planners often worry about minimizing or avoiding estate taxation at death, but gift taxation must be considered when making transfers during lifetime. Smaller gifts can avoid gift taxation due to the gift tax annual exclusion, which…

Drafting

Drafting Crummey Withdrawal Rights in InterActive Legal

Teresa L. Bush Esq. Mar 3, 2023

Drafting

Drafting the Standard Irrevocable Trust in InterActive Legal

Teresa L. Bush Esq. Jan 27, 2023

Each InterActive Legal practice system provides subscribers with the ability to draft at least one type of “irrevocable trust.” All systems contain the standard Irrevocable Trust, which can serve multiple purposes, and will be the primary…

Drafting

The Document Packages Function in InterActive Legal

Teresa L. Bush Esq. Dec 16, 2022

Now that we have reached the holiday gift-giving season, it seems only fitting to talk about packages. In this case, however, it’s not a present or gift, but a package of estate planning documents. Most planners are familiar with preparing…

Drafting

Drafting Trusts for Surviving Spouses in InterActive Legal

Teresa L. Bush Esq. Nov 30, 2022

In this subscriber drafting webinar, we will review the types of trusts that can be created for a surviving spouse, including trusts that qualify for the marital deduction (and therefore the step-up in basis at the survivor’s death),…

Drafting

Decoupled State Estate Tax Planning in InterActive Legal

Teresa L. Bush Esq. Oct 31, 2022

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 Options for Descendants (and Other Non-Spouse Beneficiaries)

Teresa L. Bush Esq. Sep 30, 2022

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

Drafting for Life Insurance and Retirement Benefits in InterActive Legal

Teresa L. Bush Esq. Aug 26, 2022

Life insurance and retirement benefits are non-probate assets, passing via separate beneficiary designation forms. Sometimes a client wants those assets to pass in the same manner as the rest of their property, so they might designate the…

Drafting

InterActive Legal Tips and Tricks

Teresa L. Bush Esq. Jul 29, 2022

InterActive Legal Subscribers quickly learn that their drafting systems include hundreds of different drafting options, and remembering them all is challenging, if not impossible. In many cases, the program has an automatic solution for…

Drafting

Will Drafting in InterActive Legal

Teresa L. Bush Esq. Jun 28, 2022

Most estate planners draft Wills as a regular part of their services. For some, it’s always a simple “pour-over” Will intended to accompany a funded Revocable Trust, with the trust document containing the estate plan. Other planners do…

Previous 1 2 3 4 5 … 11 Next

Drafting

Follow Us @heystudio