BEGIN:VCALENDAR VERSION:2.0 PRODID:-// - ECPv6.18.3.1//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:20261118T083000 DTEND;TZID=America/New_York:20261119T170000 DTSTAMP:20260916T130234Z CREATED:20260915T230515Z LAST-MODIFIED:20260916T130234Z UID:48846-1794990600-1795107600@wp-staging.interactivelegal.com SUMMARY:22nd Annual Sophisticated Trusts and Estates Law Institute DESCRIPTION:Martinique New York on Broadway\n\n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n This year’s Institute brings together a distinguished faculty of national and international authorities for two days of current\, practical instruction. Day one covers domestic trusts and estates planning\, administration\, and litigation. Day two turns to international matters. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Come See Us at the Conference \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Steven PalumboRegional Sales Consultant \n \n \n \n \n \n Rebecca Strub\, Esq.Legal Content Manager \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Stop by our exhibit booth to meet Steven and Rebecca and see how our planning and drafting platform helps you plan with confidence and draft with precision — so you spend less time on documents and more time with the clients who grow your firm. \n \n \n \n \n \n \n \n \n \n \n Schedule a Demo\n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://wp-staging.interactivelegal.com/event/48846/ ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2026/09/New-York-City-Skyline.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261118T160000 DTEND;TZID=America/New_York:20261118T170000 DTSTAMP:20261111T124216Z CREATED:20261102T023632Z LAST-MODIFIED:20261111T124216Z UID:49053-1795017600-1795021200@wp-staging.interactivelegal.com SUMMARY:CLE Approved Speaker Series: Bridging the Gap for Retirement Benefits - Advising Clients Through Both Planning and Administration DESCRIPTION:CLE Approved: 1 Hour in Florida and TexasCLE Pending Jurisdictions: CA\, IL\, NJ\, NY. Self-submit available in other states \n InterActive Legal Subscriber Cost $20.00Non-Subscriber Cost $70.00 \n \n Register Now\n \n PLEASE NOTE:   InterActive Legal Subscribers MUST register using a discount code to receive their subscriber discount. The discount code is available in ILS Announcements Community in the Help Center.  \n \n \n \n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Many estate planners spend years designing plans for clients and revising them as laws change\, without seeing how those plans ultimately work in practice. Once a client dies and planning gives way to administration\, the planner has to figure out how to implement the plan put in place. For retirement assets\, that transition can present particular challenges. \n An attorney may draft accumulation or conduit trusts and assist with beneficiary designations\, but implementing those arrangements after death requires attention to distribution rules\, deadlines\, documentation\, and the procedures of IRA custodians and retirement plan administrators. Beneficiaries\, trustees\, and estate representatives may encounter practical obstacles that were not apparent during the planning process. \n \n \n \n \n \n \n \n \n \n \n \n This webinar brings together two complementary perspectives: that of an estate planning attorney and that of a retirement benefits consultant whose practice focuses on the technical and operational rules for IRAs and employer retirement plans. Together\, Vanessa Kanaga and Denise Appleby will explore how planning decisions affect administration after death and what practitioners can do to help the intended arrangements work in practice. \n The program will begin with key considerations at the planning and administration stages\, followed by three client hypotheticals. Each discussion will connect the planning objectives with the steps\, documentation\, and financial institution procedures involved in implementation. \n Attendees are encouraged to submit questions in advance to events@interactivelegal.com. The program will also include live audience questions. \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal Speaker Series Presents \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Vanessa L. Kanaga\, Esq.Partner – Becker & House\, PLLC – Scottsdale\, AZInterActive Legal Advisor \n \n \n \n \n \n Denise Appleby\, MJ\, CISP\, CRC\, CRPS\, CRSP\, APAAppleby Retirement Consulting Inc.\, CEO \n \n \n \n \n \n \n \n \n Register Now\n \n PLEASE NOTE:  InterActive Legal Subscribers MUST register using a discount code to receive their subscriber discount. The discount code is available in ILS Announcements Community in the Help Center.  \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar. If it doesn’t arrive\, check your spam folder.\n Please note that your link is uniquely registered to you and cannot be shared with anyone.\n Playback of this webinar will NOT be immediately available.  The recording may be available at a later date.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n *CLE Approved: 1 Hour in Florida and Texas.  CLE Pending Jurisdictions: CA\, IL\, NJ\, NY. Self-submit available in other states \n This presentation is only available for live attendance. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://wp-staging.interactivelegal.com/event/bridging-the-gap-for-retirement-benefits/ ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2026/11/BridgeTheGap.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261119T160000 DTEND;TZID=America/New_York:20261119T170000 DTSTAMP:20261111T171048Z CREATED:20261110T203121Z LAST-MODIFIED:20261111T171048Z UID:49119-1795104000-1795107600@wp-staging.interactivelegal.com SUMMARY:Post-Midterm Election: What To Discuss with Clients Now DESCRIPTION:Complimentary Webinar: Practice Better: AI\, Planning Numbers\, Defensive Steps and More\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 Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n The evolving political and legislative environment could materially reshape estate\, gift\, income tax\, retirement\, and asset protection planning\, but waiting for certainty may leave advisers and their clients with fewer options and too little time to act. \n This timely professional webinar examines how lawyers\, CPAs\, and financial advisers can prepare now without pretending to predict what Congress or a future administration will do. \n Explore practical strategies for planning amid uncertainty\, including protective portability elections\, Roth conversions\, SLATs and other flexible trusts\, asset protection planning\, life insurance trust funding\, annual exclusion gifts\, basis planning\, QTIP elections\, grantor trusts\, and techniques designed to preserve flexibility if tax laws change. \n \n \n \n \n \n \n \n \n \n \n \n The program also considers the possibility of lower estate tax exemptions\, restrictions on grantor trusts and valuation adjustments\, changes to basis rules\, limitations on long-term trusts and annual exclusions\, and even retroactive legislation. \n Most importantly\, the discussion focuses on what advisers can responsibly evaluate today\, how to avoid a last-minute planning rush\, how to build greater flexibility into current planning\, and how attorneys\, accountants\, and financial advisers can coordinate their respective roles to help clients prepare for an uncertain tax environment. \n \n Register Now\n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.Editor-in-Chief and Co-FounderInterActive Legal \n \n \n \n \n \n Robert S. Keebler\, CPAKeebler & Associates\, LLP \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar. If it doesn’t arrive\, check your spam folder.\n The live broadcast has a limited number of seats\, so we recommend joining a few minutes early. Late arrivals may not be able to connect.\n Can’t attend live? Register anyway. You’ll receive a link to the recording after the presentation\, and the recording should be posted to our website within 3–5 business days.\n For webinars InterActive Legal sponsors with a partner organization\, the partner organization may send a link to the recording after the presentation\, and the recording should be available through our website within 3–5 business days.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://wp-staging.interactivelegal.com/event/post-midterm-election-what-to-discuss-with-clients-now/ ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2026/11/Post-Midterm-Elections.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261205T080000 DTEND;TZID=America/New_York:20261205T170000 DTSTAMP:20260811T194744Z CREATED:20260811T185220Z LAST-MODIFIED:20260811T194744Z UID:48581-1796457600-1796490000@wp-staging.interactivelegal.com SUMMARY:2026 AFELA UnProgram DESCRIPTION:The Grand Bohemian\, Orlando\, Florida\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n \n InterActive Legal is a proud sponsor of the 2026 Academy of Florida Elder Law Attorneys (AFELA) UnProgram. \n The AFELA UnProgram provides a collaborative platform for attorneys to engage in meaningful discussions on elder law topics that matter most to them. It fosters a supportive environment where participants can share experiences\, solutions\, and insights\, enhancing their professional practice. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Come See Us at the Conference \n \n \n \n \n \n \n \n \n \n \n \n \n Lisa Briley\, Regional Sales Consultant \n \n Schedule a Demo\n \n \n \n \n \n \n \n \n \n \n Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant\, Lisa Briley\, and learn about InterActive Legal’s comprehensive planning and drafting system for elder law attorneys. Our robust Elder Law Planning™ system aids in the planning phase and during the preparation of documents outlining and executing the modern Medicaid strategies that provide the most benefit for your client. \n We look forward to seeing you at the conference. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://wp-staging.interactivelegal.com/event/2026-afela-unprogram/ ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2022/04/Elder-Law.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261209T160000 DTEND;TZID=America/New_York:20261209T173000 DTSTAMP:20261112T142720Z CREATED:20261110T221616Z LAST-MODIFIED:20261112T142720Z UID:49124-1796832000-1796837400@wp-staging.interactivelegal.com SUMMARY:CLE Approved Masterclass "The Mathematics of Portability" DESCRIPTION:CLE Approved Jurisdictions: 1.5 Hours in Florida\, Illinois\, New York\, and Texas.  \n Pending Jurisdictions: CA and NJ. Self-submit available in other states. \n Cost: $70.00 \n \n Reserve Your Seat\n \n \n \n \n \n \n \n \n \n \n Learn from InterActive Legal’s Experts! \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n This premium\, CLE-included event brings together deep experience\, practical insight\,and decades of shared expertise from InterActive Legal. \n \n \n \n \n \n \n \n \n The estate and gift tax basic exclusion amount is now “permanently” set at $15 million for 2026 and indexed for inflation thereafter\, which gives planners a somewhat more stable foundation\, and might lead more planners to recommend the portability option. Electing portability allows a surviving spouse to retain the deceased spouse’s unused estate and gift tax exemption\, but understanding the mathematics of this tax benefit in the current environment is critical  \n In this Masterclass\, Robert Keebler\, CPA/PFS\, MST\, AEP (Distinguished)\, and ACTEC Fellow Jonathan G. Blattmachr\, Esq.\, will examine all aspects of portability\, using algebra\, charts\, and real-world examples\, including: \n \n \n \n \n \n \n \n \n \n \n \n \n The mathematics of portability in depth\n Estate tax consequences of electing portability\n Income tax consequences of electing portability\n Portability in second marriages\n Portability for large and small IRAs\n \n \n \n Attendees will learn the basics of calculating the DSUE amount\, evaluating different strategies at the first death\, and weighing estate tax savings against the income tax value of a basis step-up. \n Whether you are an attorney drafting the estate plan\, a CPA preparing the Form 706\, or a financial planner advising a surviving spouse\, this program will give you the analytical tools to make\, and defend\, the right portability decision for every client. Don’t miss this opportunity to learn from two of the profession’s leading voices on estate and income tax planning. \n \n \n \n \n Register Now\n \n New to Portability Planning? \n \n \n Start with “The Four Paths to Portability “and then join us on December 9th to learn how to run the numbers. \n \n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.InterActive Legal Editor in Chiefand Co-Founder \n \n \n \n \n \n Robert S. Keebler\, CPAKeebler & Associates\, LLP \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n InterActive Legal is partnering with Beacon Live to offer CLE Credit for this webinar.You will need to create a Beacon Live account (or use your existing account) to register for this event. \n \n \n \n \n \n \n \n \n \n \n CLE Approved 1.5 Hours in FL\, IL\, NY\, and TX\n Pending Jurisdictions: CA and NJ\n Self-submit available in other states\n Cost: $70.00\n \n \n \n This presentation is only available for live attendance. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n This webinar is being hosted on the Beacon Live platform.\n You will need to create a Beacon Live account (or use your existing account) to register for this event.\n Webinar access instructions will be provided after registration.\n Please note that your link is uniquely registered to you and cannot be shared with anyone.\n Playback of this webinar will NOT be immediately available.  The recording may be available at a later date.\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://wp-staging.interactivelegal.com/event/the-mathematics-of-portability/ ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2026/11/The-Math-of-Portability.jpg END:VEVENT END:VCALENDAR