BEGIN:VCALENDAR
VERSION:2.0
PRODID:-// - ECPv6.17.4.1//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-ORIGINAL-URL:https://wp-staging.interactivelegal.com
X-WR-CALDESC:Events for 
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261101T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20270314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20271107T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261012T080000
DTEND;TZID=America/New_York:20261106T170000
DTSTAMP:20260915T201146Z
CREATED:20260915T201002Z
LAST-MODIFIED:20260915T201146Z
UID:48839-1791792000-1793984400@wp-staging.interactivelegal.com
SUMMARY:InterActive Legal Academy Estate Planning Tax Series
DESCRIPTION:InterActive Legal Academy \n\n\n\nEstate Planning Tax Series\n\n\n\nCLE Approved* \n\n\n\n \n\n\n\nInterActive Legal Academy is education by lawyers for lawyers. The Estate Planning Tax Series is a practical introduction to tax issues relevant to estate planners and how to draft documents that can minimize overall taxation. \n\n\n\nOctober 12 – November 6\, 20261:00–2:00 PM ETTues & Thurs: Live Online InstructionFri: Drafting Workshops Q&A \n\n\n\n\n\n\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n Register \n\n\n\n\n\n\n\n\n\n\n\n\n\nWhat You’ll Learn\n\n\n\n\n\n\n\n\nHow the estate\, gift\, income\, and GST taxes each bear on an estate plan — and which ones actually matter for a given client\n\n\n\nUsing the estate tax exemption: portability\, formula gift\, disclaimer\, and Clayton planning\n\n\n\nThe gift tax annual exclusion\, the unified exemption\, and the benefits of lifetime gifting\n\n\n\nTrust provisions that carry tax consequences\n\n\n\nWho pays the income tax on inherited property and on property placed in trust\n\n\n\nTax issues unique to life insurance\, retirement plans\, family businesses\, and hard-to-value assets\n\n\n\nGST tax\, dynasty trusts\, and reverse QTIP planning\n\n\n\nAn introduction to advanced strategies: GRATs\, QPRTs\, FLPs and LLCs\, and charitable planning with CRTs and CLTs\n\n\n\nAnd more—reinforced with case studies\, sample drafting language\, and live Q&A\n\n\n\n\n\n\n\n\n\nCourse Syllabus\n\n\n\n \n\n\n\n\nWeek #1 – October 12-16\n\n\n\n\n\nSession NameFacultyDescriptionOptional Kick-off Meeting(October 12\, 2026; 1pm ET) Academy FacultyAdministrative meeting in advance of the official program:• Academy overview and glossary• A high-level review of what the sessions assume you already know: drafting a revocable trust or Will when taxes are not an issue\, drafting an irrevocable trust• Check connections and answer questionsIntroduction to the Taxes and Tax Issues Related to Estate Planning(October 13\, 2026; 1pm ET) Academy FacultyAn overview of the taxes that arise in estate planning:• Transfer taxes:  Estate\, Gift\, and Generation-Skipping Transfer tax• Income tax• Assets with specific tax issues• A preview of advanced tax planning strategiesEstate Taxation and Testamentary Estate Tax Planning(October 15\, 2026; 1pm ET)  Academy FacultyHow the estate tax works and the traditional ways to minimize it in testamentary documents:• What is taxed• Federal and state estate tax exemptions• The federal estate tax marital deduction• Using the exemption: portability\, formula gifts\, disclaimer plans\, and Clayton QTIP plans• Tax apportionmentWeek 1 Workshop(October 16\, 2026; 1pm ET) Academy FacultyWeek 1 concept review:  • Reviewing an estate tax return to see how property is listed and what is included • Drafting examples for “A/B planning:” formula\, disclaimer\, and Clayton • Q&A\n\n\n\n\n\n\nWeek #2 – October 19-23\n\n\n\n\n\nSession NameFacultyDescriptionGift Taxation and Lifetime Gifting(October 20\, 2026; 1pm ET) Academy FacultyHow the gift tax works\, and why lifetime gifting is essentially lifetime estate tax planning: • What is taxed\, and why • The gift tax annual exclusion • The unified gift and estate tax exemption • The estate tax benefit of lifetime gifts • Carryover basis versus basis adjusted at deathTrust Provisions with Tax Implications(October 22\, 2026; 1pm ET)  Academy FacultyTax consequences of estate planning document provisions: • Crummey powers and the gift tax • Powers of appointment: estate exclusion versus inclusion • Grantor trust powers • The difference between grantor trust status and estate inclusionWeek 2 Workshop(October 23\, 2026; 1pm ET) Academy FacultyWeek 2 concept review:  • Reviewing a gift tax return • Sample Crummey provisions\, powers of appointment\, and grantor trust powers • Q&A\n\n\n\n\n\n\n\nWeek #3 – October 26-30\n\n\n\n\n\nSession NameFacultyDescriptionIncome Tax Issues Estate Planners Must Address(October 27\, 2026; 1pm ET)  Academy FacultyWho pays the income tax — for both lifetime gifts and inherited property:• Income tax on inherited property\, including income in respect of a decedent• Income tax on lifetime gifts in trust• BasisTax Issues and Options for Specific Assets(October 29\, 2026; 1pm ET)   Academy FacultyUnique tax issues and planning options for particular assets:• Life insurance\, including ILITs• Estate and gift tax options for specific assets: alternate valuation date\, section 6166\, special use valuation\, and valuation discounts• Retirement plans and IRAsWeek 3 Workshop(October 30\, 2026; 1pm ET)  Academy FacultyWeek 3 concept review: • Sample grantor trust powers\, powers to trigger estate inclusion\, ILIT language\, and accumulation and conduit trust provisions• Q&A\n\n\n\n\n\n\n\nWeek #4 – November 2-6\n\n\n\n\n\nSession NameFacultyDescriptionGST Tax and Introduction to Advanced Tax Planning Strategies(November 3\, 2026; 1pm ET) Academy FacultyThe generation-skipping transfer tax\, and a first look at advanced planning:• The GST tax and how it works• Using the GST exemption: dynasty trusts and reverse QTIP trusts• Advanced valuation strategies: FLPs and LLCs• Advanced lifetime trust planning: GRATs\, QPRTs\, and irrevocable grantor trusts• Charitable planning strategies: CRTs and CLTsPutting it All Together(November 5\, 2026; 1pm ET)  Academy FacultyHow to evaluate the available strategies for a particular client:• Using the estate tax exemption: portability versus other options• When to consider lifetime gifts• Revisiting the importance of trust provisions• Don’t forget about non-probate assets• Tax apportionment• When to think about advanced strategies• Tax reporting: filing requirements\, documentation\, and basis consistencyWeek 4 Workshop(November 6\, 2026; 1pm ET);Academy FacultyWeek 4 concept review: • Reverse QTIP and dynasty trust sample language• Hypotheticals that illustrate putting it all together• Q&A\n\n\n\n\n\n\n\n\n\n\n\nFaculty\n\n\n\n\n\nLearn directly from respected practitioners and thought leaders in estate planning.\n\n\n\n\n\n \n\n\n\n\n\n\n\n\n\nJonathan G. Blattmachr\, JDEditor in Chief and Co-FounderInterActive Legal \n\n\n\n \n\n\n\n\n\n\n\n\n\nTeresa L. Bush\, Esq.Director of Education and Support ServicesInterActive Legal \n\n\n\n \n\n\n\n\n\n\n\n\n\nElizabeth (Beth) Q. Boehmcke\, Esq.Advisor EmeritusInterActive Legal \n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nMichael L. Graham\, Esq.Chairman and Co-FounderInterActive Legal \n\n\n\n \n\n\n\n\n\n\n\n\n\nVanessa L. Kanaga\, Esq.InterActive Legal Advisor \n\n\n\n \n\n\n\n\n\n\n\n\n\nLetha Sgritta McDowell\, CELAInterActive Legal Advisor \n\n\n\n \n\n\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n\n\n\nDeirdre Wheatley-Liss\, Esq.InterActive Legal Advisor \n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nTuition\n\n\n\nNon-Subscriber: $699**Subscriber: $399\n\n\n\n\n\n\n\nSpecial Pricing for Law Students (proof required) \n\n\n\n\n\n\n\nElder Law College\, Million Dollar Solution\, and Personal Family Lawyer members receive a tuition discount. Contact your organization for details. \n\n\n\n\n\n\n\n\nSave Your Seat Today\n\n\n\n\n\n\n\n\n**Non-subscribers who attend may apply a $300 tuition credit toward a new InterActive Legal subscription(if purchased within 60 days of the series end). \n\n\n\n\n\n\n\n\n\n\n\n*CLE Approved\n\n\n\n\n\n\n\nThe Estate Planning Tax Series is approved for 12 hours of Florida CLE credit. \n\n\n\nCertificates of attendance are provided. \n\n\n\nAttendees outside Florida may apply for credit with their own state bar. \n\n\n\nCLE credit may be available only for sessions attended live. \n\n\n\n\n\n\n\nRecording Availability\n\n\n\n\n\n\n\nRecordings of each session will be available to registrants via the GoToWebinar Virtual Event Page link in your confirmation email. Recordings and handouts will remain available for 30 days following the final session of the series. CLE credit may only be available for sessions attended live\, depending on state rules. \n\n\n\n\n\n\n\nWant to Learn More about InterActive Legal Academy?\n\n\n\n\nOur faculty and support staff will be happy to help you with inquiries\, registration\, information on future sessions\, and questions about the material presented in the most recent sessions.Email academy@wp-staging.interactivelegal.comSupport Hours are 8:30am – 5:30pm ETMonday through Friday\, except holidays\n\n\n\n\nTrusted by Estate Planning Attorneys Nationwide\n\n\n\n\n\n\n\n \n\n\n\nHundreds of attorneys have turned to InterActive Legal Academy to sharpen their estate planning knowledge and strengthen their drafting skills. With instruction led by practicing attorneys and nationally recognized thought leaders\, the Academy is where legal theory meets real-world practice.\n\n\n\n\n\n“The Interactive Legal Tax Planning Course exceeded my expectations. It was substantive and well presented. I would enthusiastically recommend it for experienced trusts and estates attorneys like myself\, but also for any attorney who does estate planning work. In addition\, as the former national director of wealth planning for one of the largest planning groups in the wealth management industry\, I believe this course would be excellent for trust officers\, wealth planners\, and others who work with estate planning generally\, and trusts\, in particular. Terrific job by everyone at Interactive Legal.”Steve Pappaterra\, Attorney at LawCherry Hill\, New Jersey \n\n\n\n \n\n\n\n\n\n“The Estate Planning Tax Series was excellent! All of the speakers are very knowledgeable and provided expertise instruction in their presentations. The covered topics were in-depth and comprehensive with very useful outlines and supporting materials! I will definitely refer to these in the future. Thank you for offering this great program! I highly recommend this Tax Series for everyone who works in estate planning!”Kelly Junkins\, Dominick Feld Hyde\, P.C.Birmingham\, Alabama \n\n\n\n \n\n\n\n\n\n“The materials (slides and detailed outlines) were well done and easy to understand. The various speakers all knew their stuff. I have been in this field for decades and have an LL.M. in tax since 1983 and thought it was well done for the new person and the old timer like myself. And\, not without great merit\, the program cost was incredibly reasonable. Loved the sample language in the workshops. That by itself was worth the price of admission\, A legitimate 5 out of 5.”Jeffrey Askew\, Askew & Askew\, P.APort Saint Lucie\, Florida \n\n\n\n\n\n“The InterActive Legal Academy Estate Tax Planning Series has helped fill in holes in my knowledge that I did not even realize were there. I am a much better and more professional practitioner because of Interactive Legal. Thank you!” \n\n\n\n \n\n\n\nBill Ramos\, Ramos Law\, P.A.Holly Springs\, NC \n\n\n\n\n\n“Although I’ve been a trusts/estates and tax lawyer for many years\, I learned something new at every session. Sometimes it was a new aspect of tax law I hadn’t focused on\, and other times\, I found myself “connecting the dots” better on concepts I had only generally known. I’d highly recommend this program for estate planners of all levels. Speakers and program materials were excellent.” \n\n\n\nSusan Parker\, Susan G. Parker Law Associates PCBriarcliff Manor\, NY
URL:https://wp-staging.interactivelegal.com/event/interactive-legal-academy-estate-planning-tax-series/
ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2026/09/Academy-Tax-Series-1.jpg
END:VEVENT
END:VCALENDAR