Special Needs Planning

InterActive Legal is proud to bring together an expert panel, featuring NAELA member and founder of Elder Law College, Scott Solkoff, ACTEC fellow and recognized estate planning expert, Jonathan Blattmachr, and ACTEC Fellow and NAELA…

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…

Medicaid, the means-tested public benefit for disabled individuals who are also impoverished, will need to be protected. More than $2,000 in resources and the client will lose this valuable benefit; personal injury proceeds are plainly…

Two major pressures are moving the practices of Estate Planning and Elder Law together. The dominant pressure is one of demand. The second pressure is the continuing erosion of value proposition.

Due to established long-term client relationships some attorneys also see things reaching a boiling point. Estate planning and elder law firms are feeling the effects of the aging population and are increasingly being asked to act as…

The case is about to settle, or the verdict is in, and now the client wants to know how will it affect his or her benefits. First, you will likely have to help the personal injury (PI) attorney assess the type or types of benefits the…

This webinar will focus on drafting third-party and first-party SNTs in InterActive Legal’s various practice systems.

Some attorneys feel that Elder Law and Estate Planning are distinct disciplines, and that a focus on one or the other for each individual client is critical. Others are of the opinion that Elder Law is really just good Estate Planning.…

InterActive Legal founding partner, Jonathan Blattmachr has been recognized by Alaska Governor Bill Walker for contributions to that state's vibrant trust and estate industry.

During the first few weeks following the Presidential election, blogs and list serves were full of predictions for an immediate permanent repeal of the Federal estate and generation-skipping tax system, with retention of the gift tax system…