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DTSTART;TZID=America/New_York:20260828T080000
DTEND;TZID=America/New_York:20260828T170000
DTSTAMP:20260707T160330Z
CREATED:20260707T150449Z
LAST-MODIFIED:20260707T160330Z
UID:48373-1787904000-1787936400@wp-staging.interactivelegal.com
SUMMARY:Million Dollar Solution (MDS) Sales and Marketing Mastery Summit
DESCRIPTION:Niagara Falls\, New York \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						InterActive Legal is a proud sponsor of the Million Dollar Solution (MDS) Sales and Marketing Mastery Summit. Founded in 2002\, the Million Dollar Solution is a business coaching group. It serves elder law and estate planning attorneys across the United States. At this conference\, a curated team of experts will share strategies and best practices. These insights will help elevate your Estate Planning and Elder Law 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		\n		\n			\n				\n				\n					\n				\n				\n			\n		\n		\n			\n				\n				\n					\n						Matthew ToveDirector\, Marketing & Sales \n					\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						Be sure to stop by InterActive Legal’s exhibit booth at the MDS Summit to meet our team. Learn about our comprehensive planning and drafting system for elder law attorneys. Our robust Elder Law Planning™ system supports both the planning phase and document preparation. It helps you outline and execute the modern Medicaid strategies that most benefit your client. \n						We look forward to meeting 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/million-dollar-solution-mds-sales-marketing-mastery-summit/
CATEGORIES:Conference
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260909T130000
DTEND;TZID=America/New_York:20260909T140000
DTSTAMP:20260901T140611Z
CREATED:20260818T192933Z
LAST-MODIFIED:20260901T140611Z
UID:48612-1788958800-1788962400@wp-staging.interactivelegal.com
SUMMARY:Unlocking the Great Wealth Transfer
DESCRIPTION:Learn How Elder Law\, Technology\, and Practice Growth Strategies Can Shape Your Future\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					Register Now\n					\n						Recording should be available on our website within 3–5 business days of the air date. Our co-sponsor may also send a link directly to registrants. \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						Trillions of dollars are changing hands\, the aging population keeps growing\, and elder law attorneys are uniquely positioned to help families navigate it. But more cases and more complexity don’t automatically mean growth in the right direction — the day-to-day often crowds out the higher-value planning work. \n						Join Interactive Legal\, Elder Law College\, and The Million Dollar Solution for a one-hour conversation on using technology to streamline operations\, expanding your elder law services\, and building a practice that scales without overwhelming your team. You’ll leave with strategies you can put to work immediately. \n					\n				\n				\n					\n				\n			\n		\n		\n			\n				\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n						Meet Our Experts \n					\n				\n			\n		\n		\n			\n				\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n					\n						Teresa L. Bush\, Esq.Director of Education and Support ServicesInterActive Legal \n					\n				\n				\n					\n					\n						Scott M. Solkoff\, Esq.Special Advisor on Elder Law PlanningInterActive Legal \n					\n				\n				\n					\n					\n						Julieanne E. Steinbacher\, CELA\, LL.M.InterActive Legal Advisor \n					\n				\n			\n		\n		\n			\n				\n					Register Now\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/unlocking-the-great-wealth-transfer/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260910T090000
DTEND;TZID=America/New_York:20260910T164500
DTSTAMP:20260811T194515Z
CREATED:20260811T180355Z
LAST-MODIFIED:20260811T194515Z
UID:48576-1789030800-1789058700@wp-staging.interactivelegal.com
SUMMARY:35th Annual Advanced Elder Law Update Seminar 2026
DESCRIPTION:The Place at Innsbrook\, Richmond \, VA\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						InterActive Legal is a proud sponsor of the 35th Annual Advanced Elder Law Update Seminar 2026. \n						This annual seminar tracks the practice of elder law to help you thrive in a constantly changing world. Keep up to date on the new cases\, legislation\, and regulations\, while also exploring new and perennial topics vital to the elder law attorney. The topics are covered by well-respected attorneys in the elder law field who can guide you through the current challenges as well as those you are likely to face down the road. \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/vaela-2026-fall-conference/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260911T080000
DTEND;TZID=America/New_York:20260911T090000
DTSTAMP:20260812T173956Z
CREATED:20260812T173858Z
LAST-MODIFIED:20260812T173956Z
UID:48599-1789113600-1789117200@wp-staging.interactivelegal.com
SUMMARY:VAELA 2026 Fall Conference
DESCRIPTION:The Place at Innsbrook\, Glen Allen\, Virginia\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					\n						InterActive Legal is a proud sponsor of the VAELA 2026 Fall Conference.  VAELA is partnering once again with VACLE who holds their conference\, the 35th Annual Advanced Elder Law Update Seminar 2026\, the day before on September 10th.  InterActive Legal is the proud sponosr of both events. \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/vaela-2026-fall-conference-2/
ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2026/05/Conference.jpg
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DTSTART;TZID=America/New_York:20260923T160000
DTEND;TZID=America/New_York:20260923T170000
DTSTAMP:20260913T014920Z
CREATED:20260912T115548Z
LAST-MODIFIED:20260913T014920Z
UID:48809-1790179200-1790182800@wp-staging.interactivelegal.com
SUMMARY:Speaker Series Webinar: What Some Estate Planners Overlook
DESCRIPTION:Register Now\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						Every estate planning client is different.  One example is Client A\, who doesn’t question the need to complete a detailed intake form that asks multiple questions about her assets\, her health\, and the lives of her children and other family members\, compared with Client B\, who sees estate planning as something easy that shouldn’t require providing so much information:  “Here are the names of my family members and what I want.  Please just write up my simple Will and Power of Attorney.” \n						What Client B may not understand is the importance of the requested information in completing a well-rounded estate plan.  Many attorneys can skip asking some of the more probing questions in order to move the engagement forward\, but that may not cover all of the issues that the client doesn’t realize they should address.  Those missed issues are often spotted only after the client or a family member dies\, and sometimes it’s too late. \n						  \n					\n				\n				\n					\n				\n			\n		\n		\n			\n				\n					\n						This webinar is designed to highlight issues that estate planners can easily overlook and provide ideas to educate clients on the importance of what may seem like irrelevant questions.  We’ll cover non-probate assets\, fiduciary selection\, potential beneficiary issues\, unique assets\, tax matters\, and trust funding.  Handouts will include sample language designed to both educate clients and potential clients about the importance of various issues and protect the attorney in situations where the client decides not to address those issues. \n						Join us for a conversation about issues that planners shouldn’t overlook\, and how to raise them with clients in a way that provides competent representation and the most complete estate plan possible \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						Teresa L. Bush\, Esq.Director of Educaiton and Support ServicesInterActive Legal \n					\n				\n				\n			\n		\n		\n			\n				\n					Register Now\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.\n							Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. \n							If you are interested in an InterActive Legal Webinar but you are unable to attend the live event\, we recommend that you register for the event anyway. After the presentation\, all registered participants receive a link to the recorded version of the presentation to view at their convenience.\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						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/speaker-series-webinar-what-some-estate-planners-overlook/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260925T080000
DTEND;TZID=America/New_York:20260925T170000
DTSTAMP:20260708T141710Z
CREATED:20260708T140659Z
LAST-MODIFIED:20260708T141710Z
UID:48397-1790323200-1790355600@wp-staging.interactivelegal.com
SUMMARY:Meritas Private Client Meeting
DESCRIPTION:Meritas Private Client Meeting is being held in beautiful San Diego\, September 24-25\, 2026. This year’s meeting is sponsored and hosted by local firm\, Procopio\, Cory\, Hargreaves & Savitch LLP\, and software solutions partner\, InterActive Legal. \n					\n				\n			\n		\n		\n			\n				\n					\n						\n					\n					www.meritas.org\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n						Come See Us at the Meritas Private Client Meeting \n					\n				\n			\n		\n		\n			\n				\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n					\n						Lisa BrileyRegional Sales Consultant \n					\n				\n				\n					\n					\n						Teresa L. Bush\, Esq.Attorney\, Director of Education and Support Services \n					\n				\n				\n					\n					\n						Matthew ToveDirector\, Marketing & Sales \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						Visit InterActive Legal’s exhibit booth to meet our team.  See a live demo of our planning and drafting systems built for estate planning and elder law attorneys. We will show you how InterActive Legal can cut your drafting time\, expand your educational resources\, and free you up to spend more time with clients — and less at your desk. \n						We hope to see you there. \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/meritas-private-client-meeting/
CATEGORIES:Conference
ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2022/08/coffee-break-gf1af477ed_1920-c.jpg
END:VEVENT
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/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261015T080000
DTEND;TZID=America/New_York:20261016T170000
DTSTAMP:20260708T205238Z
CREATED:20260513T211729Z
LAST-MODIFIED:20260708T205238Z
UID:48188-1792051200-1792170000@wp-staging.interactivelegal.com
SUMMARY:2026 University of South Carolina Joseph F. Rice School of Law Estate Planning Conference
DESCRIPTION:Columbia\, South Carolina\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						InterActive Legal is a proud sponsor of the 2026 University of South Carolina Joseph F. Rice School of Law Estate Planning Conference.  This conference continues to bring together leading practitioners\, academics\, and professionals for timely discussions on developments in estate planning.  \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						Lisa Briley\, Regional Sales Consultant \n					\n					Schedule a Demo\n				\n			\n		\n		\n			\n				\n					\n						Be sure to visit InterActive Legal’s exhibit booth to meet our Regional Sales Consultant\, Lisa Briley\, and explore our comprehensive planning and drafting systems for estate planning attorneys. Lisa will demonstrate how our solutions can help streamline your drafting process\, provide valuable educational resources\, and support the growth of your practice by allowing you to spend more time engaging with clients. \n						We look forward to connecting with 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-usc-joseph-f-rice-school-of-law-estate-planning-conference/
ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2025/10/Conference2-760x438-1.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261021T080000
DTEND;TZID=America/New_York:20261023T170000
DTSTAMP:20260708T203227Z
CREATED:20260423T165759Z
LAST-MODIFIED:20260708T203227Z
UID:48153-1792569600-1792774800@wp-staging.interactivelegal.com
SUMMARY:Stetson University National Conference on Special Needs Planning and Special Needs Trusts
DESCRIPTION:Now celebrating 28 years\, Stetson’s National Conference on Special Needs Planning and Special Needs Trusts offers three days of programming. Nationally recognized speakers will cover the major issues in special needs trusts. Topics include the creation\, administration\, monitoring\, and planning of these trusts. \n					\n				\n			\n		\n		\n			\n				\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n						Come See Us at the National Conference on Special Needs Planning and Special Needs Trusts \n					\n				\n			\n		\n		\n			\n				\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n					\n						Lisa BrileyRegional Sales Consultant \n					\n				\n				\n					\n					\n						Teresa L. Bush\, Esq.Attorney\, Director of Education and Support Services \n					\n				\n				\n					\n					\n						Matthew ToveDirector\, Marketing & Sales \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						Be sure to stop by InterActive Legal’s exhibit booth to meet our team. You can also learn about our comprehensive planning and drafting system for elder law attorneys. Our robust Elder Law Planning™ system supports both the planning phase and document preparation. It helps you outline and execute the modern Medicaid strategies that most benefit your client. \n						We look forward to meeting 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/stetson-university-national-conference-on-special-needs-planning-and-special-needs-trusts/
ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2023/06/pexels-cottonbro-studio-7086034.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261027T110000
DTEND;TZID=America/New_York:20261027T120000
DTSTAMP:20260825T153413Z
CREATED:20260825T152653Z
LAST-MODIFIED:20260825T153413Z
UID:48623-1793098800-1793102400@wp-staging.interactivelegal.com
SUMMARY:Trusts are the Answer\, No Matter the Question
DESCRIPTION:This presentation is part of the Live Virtual 2026 Tax & Estate Planning Forum. \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					\n					\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n						InterActive Legal’s Jonathan G. Blattmachr\, Esq. and Teresa L. Bush\, Esq. take on one of the most debated assumptions in estate planning: Are trusts the exception—or should they be the rule?  Join them at the 2026 Tax & Estate Planning Forum. \n					\n				\n			\n		\n		\n			\n				\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n						The Live Virtual 2026 Tax & Estate Planning ForumOctober 26 – 30\, 2026 \n					\n				\n			\n		\n		\n			\n				\n					\n						\n					\n				\n			\n		\n		\n			\n				\n					\n						This year’s Forum will be presented in a live virtual format from October 26–30\, 2026. The live virtual format is designed to provide a seamless and rewarding educational experience while delivering the same high-quality instruction\, interaction\, and professional networking opportunities that attendees have come to expect from the Forum. \n					\n					\n						\n					\n					Tax & Estate Planning Forum Registration\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!\n					Schedule a Demo
URL:https://wp-staging.interactivelegal.com/event/trusts-are-the-answer-no-matter-the-question/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261028T080000
DTEND;TZID=America/New_York:20261030T170000
DTSTAMP:20260904T125357Z
CREATED:20260904T125322Z
LAST-MODIFIED:20260904T125357Z
UID:48783-1793174400-1793379600@wp-staging.interactivelegal.com
SUMMARY:52nd Annual Notre Dame Tax & Estate Planning Institute
DESCRIPTION:University of Notre Dame campus\, Notre Dame\, Indiana\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						InterActive Legal is a proud sponsor of the 52nd Annual Notre Dame Tax & Estate Planning Institute \n						This year’s Institute offers topics that cover transfer tax and income tax saving techniques and practical ideas relevant to a broad range of clients\, even those not exposed to the estate tax. The Institute prides itself on including topics not typically covered at estate planning programs but that are frequently needed by clients. \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						Steven PalumboRegional Sales Consultant \n					\n				\n			\n		\n		\n			\n				\n					Schedule a Demo\n				\n			\n		\n		\n			\n				\n					\n						Be sure to visit InterActive Legal’s exhibit booth to meet our Regional Sales Consultant\, Steven Palumbo.  Explore our comprehensive planning and drafting systems for estate planning attorneys. Let us demonstrate how our solutions can help streamline your drafting process\, provide valuable educational resources\, and support the growth of your practice by allowing you to spend more time engaging with clients. \n						We look forward to connecting with 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/52nd-annual-notre-dame-tax-estate-planning-institute/
ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2023/06/pexels-pavel-danilyuk-8112172.jpg
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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/
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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/
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