Webinars

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…
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You CAN automate the drafting of estate planning in your practice. Regardless of the size or complexity of client matters you handle, automation will (yes “will”!) make you more efficient, more effective, and more profitable.  With…
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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…
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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…
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This subscriber drafting webinar will cover how to create your own pre-answered document interviews for your most common documents with your preferred default answers. These custom profiles will save you more time when drafting – even more…
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On April 27, 2022, the IRS released proposed regulations that follow up on the initial “Anti-Clawback” regulations released in 2019. The proposed regulations provide guidance on how various estate planning strategies may be treated in…
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Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate planners in the substantive planning. As if that was not difficult enough, estate planners may also encounter…
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Within the past year, InterActive Legal has added new options, documents, and content to all of our practice systems. In this webinar, we will discuss these new drafting options, educational content, and other subscriber resources. Some new…
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The 56th Annual Heckerling Institute of Estate Planning took place at the end of March, and as we have in prior years, InterActive Legal is proud to present its yearly round-up of the best topics that were discussed. The Heckerling…
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A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, February…
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