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Join our experts as they share essential valuable information on hot topics relevant to your practice and clients. Our presenters include revered estate planning and elder law attorneys, such as Jonathan G. Blattmachr, Howard Zaritsky, Michael Graham, and Andrew Hook.

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All Access Pass Drafting On-Demand Roundtable

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Current SLAT Planning Ideas to Better Serve Clients, SECURE Exemption, and More!

Jonathan G. Blattmachr JD and Martin M. Shenkman Esq. Sep 21, 2022

Asset protection planning remains vital for many if not most clients. For the past few years, clients have been hyper-focused on planning for tax changes that have not happened, practitioners should re-focus clients on the importance of asset protection planning. Irrevocable trust planning to use current exemption before the exemption is cut in…

Helping Families Deal with LGBTQ Issues

Vanessa L. Kanaga Esq., Elizabeth Schwartz and Timothy Volk Sep 14, 2022

Advisors to high-net-worth individuals and family offices need to adjust their approach when assisting families with LGBTQ members. Because societies have historically discriminated against LGBTQ individuals, advisors need to have emotional…

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Cybersecurity Measures You MUST Take Now: Practical and Actionable Guidance

Tom Lambotte and Martin M. Shenkman Esq. Sep 8, 2022

Are you and your practice properly and sufficiently protected from the growing epidemic of cyberthreats? Probably not! One in three lawyers has suffered a data breach at the hands of cybercriminals, according to the ABA’s annual TechReport.…

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Make More Money: Automate Drafting Estate Planning Documents

Deirdre Wheatley-Liss Esq. and Martin M. Shenkman Esq. Aug 9, 2022

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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New Clawback Proposed Regulations – What You Need to Know

Jonathan G. Blattmachr JD, Professor Mitchell M. Gans and Martin M. Shenkman Esq. May 17, 2022

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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Representing Spouses in Blended or Stepfamilies: Planning and Ethical Landmines

Jonathan G. Blattmachr JD, L. Paul Hood Jr. and Martin M. Shenkman Esq. May 10, 2022

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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2022 Heckerling Round-Up!

Jonathan G. Blattmachr JD, Abigail E. O'Connor Esq. and Martin M. Shenkman Esq. Apr 21, 2022

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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Split-Dollar Life Insurance Planning After the Levine Case

Jonathan G. Blattmachr JD, Martin M. Shenkman Esq. and Lawrence M. Lipoff CPA Apr 5, 2022

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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What’s New at InterActive Legal – A Virtual Event During Heckerling

Elizabeth Q. Boehmcke Esq., Teresa L. Bush Esq. and Vanessa L. Kanaga Esq. Mar 30, 2022

So much time has passed since we were able to meet live at the Heckerling conference with both current subscribers and soon-to-be subscribers, and in that time, InterActive Legal has added many new options, documents, and content. As we…

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What a trip! Navigating (and Even Understanding) the SECURE Proposed Regulations

Natalie B. Choate Esq. Mar 25, 2022

Non ILS subscribers can rent this recorded webinar on-demand. Since the SECURE Act arrived in December of 2019, planners have been awaiting regulations to clarify a variety of open issues. Proposed regulations were released in late…

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