OBBBA Part 4: Basis Planning Post OBBBA
2025-08-14 16:00 - 17:30 (America/Halifax)
Complimentary Webinar: Basis Planning After OBBBA

View Recording

Webinar Description

OBBBA changes how advisers should look at estate planning. Many clients will no longer face a Federal estate tax with the new $15M permanent exemption. As a result, income tax planning, and in particular maximizing income tax basis, may be a focus of increased attention, which triggers several questions:

• In addition to upstream planning with GPOAs, what about downstream planning with gifts?• How do we reconcile that basis step up planning may conflict with traditional planning strategies of keeping assets in trust for a surviving spouse and others?• What can be done with existing credit shelter trusts, SLATs, and other irrevocable trusts that are outside of anyone’s gross estate?• Can – and should – existing estate tax plans be unraveled?• How can powers of appointment be effectively used to increase options for basis step up?• Can upstream as well as downstream planning be used?• How will gift planning be different, after OBBBA?

Join us for an online webinar to consider these questions and the post-OBBBA planning shift.

View Recording

Meet Our Speakers

Jonathan G. Blattmachr, Esq.Editor in Chief and Co-FounderInterActive Legal

Robert S. KeeblerInterActive Legal Advisor

Martin M. Shenkman, Esq.InterActive Legal Advisor

Complimentary OBBBA Webinar Series

Part 1: One Big Beautiful Estate Planning Webinar – What to do Now

Discover how the newly enacted Big Beautiful Bill (“BBB”)—officially, the One, Big, Beautiful Bill Act—will reshape the landscape for estate planners. In this webinar, nationally recognized attorneys Jonathan Blattmachr, Alan Gassman, and Martin Shenkman break down the BBB’s 14 most impactful tax provisions, explain their direct and indirect implications for estate planning, and outline practical strategies you can implement right away. Whether your practice centers on traditional estate planning or sophisticated transfer tax work, understanding the BBB’s sweeping changes is essential. Watch the full session below to stay ahead of the curve.

Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits

Discover how the One, Big, Beautiful Bill Act (OBBBA) is reshaping charitable planning. In this Hot Topic webinar, leading estate planning attorneys Martin Shenkman, Jonathan Blattmachr, Alan Gassman, and Robert Keebler break down OBBBA’s most impactful charitable provisions and share advanced strategies—like leveraging non-grantor trusts and CRTs—to maximize income tax benefits. Stay ahead of these sweeping changes with actionable insights you can implement now.

Part 3: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts, Sec. 68(e), and Other Post-OBBBA Planning Considerations

OBBBA made a myriad of changes to the tax law. The indirect planning implications are quite significant. This webinar assumes attendees are already familiar with the basic OBBBA changes and will build on that with a discussion of how and when non-grantor trusts may be used, sometimes differently, in planning post-OBBBA. In particular, we will cover the repeal of Code Section 68(e) and the application of the new 2/37ths reduction in charitable contribution deductions to trusts. What impact will that change have on existing trusts that have charitable beneficiaries? How will charitable lead trusts be affected? What should trustees of such trusts consider? The use of non-grantor trusts to enhance charitable contribution deductions will still make sense for many taxpayers, but practitioners should caution clients pursuing that planning of the implications of the new 2/37 reduction. For some clients using QCDs, bunching, or other planning techniques may be preferable.

View OBBBA Webinar Series

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
A recording of this webinar will be posted to our website here: https://wp-staging.interactivelegal.com/big-beautiful-bill/
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Complimentary Webinar: New Delaware DAPT Case and Asset Protection Planning
2025-08-13 16:00 - 17:00
Complimentary Webinar: Basis Planning After OBBBA

View Recording

Webinar Description

In a recent Delaware asset protection case, In Re CES 2007 Trust, a self-settled domestic asset protection trust (DAPT) was upheld. The settlor had some foot faults in the administration of the trust and the trust owned other entities, but neither of those facts were fatal to the positive result. The court upheld the DAPT even though the settlor served as the trust’s investment advisor and as manager of real estate LLCs owned by the trust. This program will review the recent Delaware case and evaluate its import to asset protection planning generally. The speakers will analyze the facts in the case and make specific recommendations to practitioners as to how to implement similar plans in the future.

View Recording

Meet Our Speakers

Jonathan G. Blattmachr, Esq.Editor in Chief and Co-FounderInterActive Legal

Alan S. GassmanInterActive Legal Advisor

Abigail E. O’Connor, JDInterActive Legal Advisor

Martin M. Shenkman, Esq.InterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

OBBBA Part 3: Non-Grantor Trusts, Sec. 68(e), and Other Post-OBBBA Planning Considerations
2025-08-07 16:00 - 17:00
This webinar is part of our complimentary OBBBA Webinar Series

Register NOW

Complimentary Webinar: Basis Planning After OBBBA

Webinar Description

OBBBA made a myriad of changes to the tax law. The indirect planning implications are quite significant. This webinar assumes attendees are already familiar with the basic OBBBA changes and will build on that with a discussion of how and when non-grantor trusts may be used, sometimes differently, in planning post-OBBBA.
In particular, we will cover the repeal of Code Section 68(e) and the application of the new 2/37ths reduction in charitable contribution deductions to trusts. What impact will that change have on existing trusts that have charitable beneficiaries? How will charitable lead trusts be affected? What should trustees of such trusts consider?

The use of non-grantor trusts to enhance charitable contribution deductions will still make sense for many taxpayers, but practitioners should caution clients pursuing that planning of the implications of the new 2/37 reduction. For some clients using QCDs, bunching, or other planning techniques may be preferable.

Register Now

Meet Our Speakers

Jonathan G. Blattmachr, Esq.Editor in Chief and Co-FounderInterActive Legal

Alan S. GassmanInterActive Legal Advisor

Martin M. Shenkman, Esq.InterActive Legal Advisor

Complimentary OBBBA Webinar Series

Part 1: One Big Beautiful Estate Planning Webinar – What to do Now

Discover how the newly enacted Big Beautiful Bill (“BBB”)—officially, the One, Big, Beautiful Bill Act—will reshape the landscape for estate planners. In this webinar, nationally recognized attorneys Jonathan Blattmachr, Alan Gassman, and Martin Shenkman break down the BBB’s 14 most impactful tax provisions, explain their direct and indirect implications for estate planning, and outline practical strategies you can implement right away. Whether your practice centers on traditional estate planning or sophisticated transfer tax work, understanding the BBB’s sweeping changes is essential. Watch the full session below to stay ahead of the curve.

Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits

Discover how the One, Big, Beautiful Bill Act (OBBBA) is reshaping charitable planning. In this Hot Topic webinar, leading estate planning attorneys Martin Shenkman, Jonathan Blattmachr, Alan Gassman, and Robert Keebler break down OBBBA’s most impactful charitable provisions and share advanced strategies—like leveraging non-grantor trusts and CRTs—to maximize income tax benefits. Stay ahead of these sweeping changes with actionable insights you can implement now.

View OBBBA Webinar Series

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
A recording of this webinar will be posted to our website here: https://wp-staging.interactivelegal.com/big-beautiful-bill/
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Speaker Series Webinar POSTPONED-Cutting the Cord: Tax Implications of Expatriation
2025-08-06 16:00 - 17:00
Due to unforeseen circumstances, “Cutting the Cord: Tax Implications of Expatriation” is being postponed to a later date. We apologize for any inconvenience this may cause, and hope to see you at the rescheduled event.

Webinar Description

Please join us for the next installment in the InterActive Legal Speaker Series on a topic that may be foreign to some of us – expatriation. Clients are becoming more interested in this topic, and this presentation will focus on the tax implications in detail.
In this webinar, attorney Sebastian Orozco will provide a detailed examination of U.S. tax issues affecting individuals who expatriate under the framework of Section 877A of the Internal Revenue Code and the newly finalized Section 2801 regulations. He’ll outline the definitions and criteria for classification as a covered expatriate, and the resulting tax consequences, including the mark-to-market exit tax regime, the treatment of pre-expatriation gifting, and beneficial interests in trusts.

We’ll learn about compliance requirements, such as dual-status tax returns and Form 8854—including some of the penalties for non-compliance. Special attention will be given to the treatment of deferred compensation, nongrantor trusts, and tax-deferred accounts, offering practical guidance for navigating the final year of U.S. tax residency.
The materials also will explore strategic planning opportunities for long-term residents who are considering expatriation, including treaty-based residency elections and pre-expatriation gifting strategies. The implications of the Section 2801 tax on covered gifts and bequests will be covered, detailing how the tax is calculated, reported, and enforced. Examples will illustrate the tax treatment of distributions from domestic and foreign nongrantor trusts, and the complexities that surround them.

InterActive Legal Speaker Series Presents

Sebastian Orozco Segrera

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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. However, if you find that you cannot connect, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Pennsylvania Bar Institute 2025 Elder Law Institute
2025-07-24 08:00 - 2025-07-25 17:00
Harrisburg, PA

InterActive Legal is a proud sponsor of PBI’s 2025 Elder Law Institute. Today’s older population is growing faster than other age groups and living longer than previous generations. These shifts are creating new opportunities and greater demand for skilled, knowledgeable elder law attorneys who can advocate for the elderly, disabled individuals, and their families. If you are looking for a place that offers critical new information in a well-rounded agenda, nationally recognized speakers, your VA credits, plus fresh ideas for your practice, then the Elder Law Institute is the program for you!

Come See Us at PBI’s 2025 Elder Law Institute

Steven Palumbo, Regional Sales Consultant

Schedule a Demo

Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Steven Palumbo, and learn about our comprehensive planning and drafting systems for estate planning and elder law planning attorneys. Steven will show you how InterActive Legal can help grow your practice with educational resources and help you spend less time drafting and more time engaging with clients.
We look forward to seeing you at the conference.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Future of the Estate Planning Profession
2025-07-23 16:00 - 17:30
View Recording

Complimentary Webinar: Future of the Estate Planning Profession

Webinar Description

As we seem to be moving toward some certainty in the amount of the federal estate tax exemption, it appears that fewer clients will need estate tax planning. And though clients will always need estate planning, they may not see the same necessity for an estate planning attorney when the tax planning piece is off the table. At the same time, technology and families are both evolving, laws are changing, and practitioners face new challenges. This leads estate planners to wonder: What is the future of the estate planning profession? What key factors are transforming our profession? How can estate planners adapt to these forces?
Join Jonathan G. Blattmachr, Alan F. Rothschild, Jr., Louis S. Harrison, and Martin M. Shenkman to explore these questions. They will discuss

the impact of Artificial Intelligence on estate planning
the declining relevance of the estate tax for most clients
increased competition from CPA firms, wealth advisers/financial planners, and online drafting services
the effect of both new family structures and an aging client base
increased cybersecurity and malpractice risks
mental health and addiction issues affecting advisers
the incredible and growing complexity of the laws we have to address
and more.

Don’t miss this hour of invaluable information that will impact every estate planning attorney.

View Recording

Meet Our Speakers

Jonathan G. Blattmachr, Esq.Editor in Chief and Co-FounderInterActive Legal

Louis S. Harrison

Alan F. Rothschild, Jr.

Martin M. Shenkman, Esq.InterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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. However, if you find that you cannot connect, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

North Carolina Bar 46th Annual Estate Planning & Fiduciary Law Program
2025-07-23 00:00 - 2025-07-26 23:59
Kiawah Island Golf Resort, Kiawah Island, SC

Join us this summer for the 46th Annual Estate Planning & Fiduciary Law Program. This program is designed to benefit both new and experienced lawyers alike, attendees learn practical tips and gain insight to help them navigate challenges and opportunities in the current environment.

Come See Us at the 46th Annual Estate Planning & Fiduciary Law Program

Lisa Briley, Regional Sales Consultant

Schedule a Demo

Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Lisa Briley, and learn about our comprehensive planning and drafting systems for estate planning and elder law planning attorneys. Lisa will show you how InterActive Legal can help grow your practice with educational resources and help you spend less time drafting and more time engaging with clients.
We look forward to seeing you at the conference.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

OBBBA Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits
2025-07-21 16:00 - 17:30
Register NOW

Complimentary Webinar: Future of the Estate Planning Profession

Webinar Description

The One, Big, Beautiful Bill Act (OBBBA) will have a significant impact on a myriad of code provisions.
What does OBBBA mean for charitable planning? The new rules are only the tip of the charitable planning iceberg, including an above-the-line contribution deduction, contribution carry over rules, permanently extending the 60% limit for cash contributions to qualified charities, increased standard deduction, 2/37 itemized deduction haircut, excise tax on certain large university endowments, tax credit for scholarships, contribution limitation on corporations, and more.

This webinar will review the specific chartable changes made by OBBBA but go deeper to present various strategies designed to maximize income tax benefits – including charitable and other deductions – using non-grantor trusts and other charitable planning techniques. The speakers will consider the questions below, and more:

How can non-grantor trusts be used to enhance contribution deductions?
What other income shifting strategies may be useful?
What should taxpayers do in 2025?
How might CRTs facilitate planning for the new QOZ benefits?
What impact could OBBBA’s changes have on charitable giving?
How should practitioners expand their guidance to address charitable planning for the large group of clients, including ultra-high net worth taxpayers, who may realize no income tax benefit from charitable donations?

Register Now

Meet Our Speakers

Jonathan G. Blattmachr, Esq.Editor in Chief and Co-FounderInterActive Legal

Alan S. Gassman
InterActive Legal Advisor

Robert Keebler

Martin M. Shenkman, Esq.InterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
A recording of this webinar will be posted to our website here: https://wp-staging.interactivelegal.com/big-beautiful-bill/

Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Speaker Series Webinar - Handling the Important Stuff: Practical Solutions for Estate Planners to Help Clients with Personal Effects
2025-07-16 16:00 - 17:00
View Recording

Webinar Description

Matt Paxton has been cleaning up estates for 20 years. You may know him from television, but his work for heirs over this time span has provided him with a wealth of experience dealing with all types of property for all sorts of families. The lessons he has learned are invaluable for estate planning and probate attorneys alike. Estate planners can – and should – help clients plan now to make things easier on heirs later, through current inventories and decision making, while also preserving family history and stories. Attorneys representing clients going through probate can learn different strategies for sorting through the details and literally “cleaning house.”

The assets most important to a family are often those with the least financial value. An estate planning or elder law attorney who focuses on what means most can truly fulfill the lawyer’s role as a counselor by providing order and tools to bequeath sentimental value as well. In this webinar, Matt will provide a unique perspective, based on his years of working with families, including:

Examples of how to tell client stories
The top 10 items in a home that surprisingly have financial value
The top 10 items in a home that do NOT have value
Inventory tools
The benefits of making gifts during lifetime
How to build trust within five minutes

Please join us for the next installment in the InterActive Legal Speaker Series. We are proud to welcome Matt Paxton and know that he will provide us with several take-aways to help our clients, whether in the planning or probate phase.

InterActive Legal Speaker Series Presents

Matt Paxton

View Recording

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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. However, if you find that you cannot connect, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

South Carolina Bar Al Todd Estate Planning Workshop
2025-07-11 00:00 - 2025-07-12 23:59
Kiawah Island, SC

InterActive Legal is a proud sponsor of the 2025 South Carolina Bar Al Todd Estate Planning Workshop. This advanced level program is designed for experienced estate planners and tax attorneys.

Come See Us at the Al Todd Estate Planning Workshop

Lisa Briley, Regional Sales Consultant

Schedule a Demo

Be sure to stop by InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Lisa Briley, and learn about our comprehensive planning and drafting systems for estate planning and elder law planning attorneys. Lisa will show you how InterActive Legal can help grow your practice and help you spend less time drafting and more time engaging with clients.We look forward to seeing you at the workshop.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

OBBBA Part 1: One Big Beautiful Estate Planning Webinar - What to do Now
2025-07-10 12:00 - 13:00
Register NOW

Complimentary Webinar: Well-Being Trusts: Beyond Distribution Standards

Webinar Description

The Big Beautiful Bill (BBB), or The One, Big, Beautiful Bill (OBBBA) is now law. What does this mean for estate and tax planning?
First, an overview of the 14 largest tax benefits contained in the BBB will be presented. Even those focusing solely on estate planning need some understanding of the incredible scope of the BBB on the nation’s tax system. This webinar focuses on the “Big Beautiful Bill” and its significant provisions directly and indirectly affecting estate planning. The program discusses various strategies to maximize income tax benefits using non-grantor trusts and charitable planning. Post-BBB protecting assets, securing income tax benefits and safeguarding assets before the future changes if there is a change of control in Washington, are all important.

What are the implications of changes to estate planning? This is not just about the increased and “permanent” $15 million exemption. Planning will focus on non-grantor SLANTs and other non-grantor trust structures, enhanced use of trust protectors and powers of appointment. Upstream planning and other steps to maximize basis step up will all be relevant and are reviewed in this program. The need for flexible planning strategies that can adapt to potential future changes in tax laws, with a focus on preserving trust access and maximizing income tax savings for clients across various wealth levels will be discussed.

Register Now

Meet Our Speakers

Jonathan G. Blattmachr, Esq.Editor in Chief and Co-FounderInterActive Legal

Alan S. GassmanInterActive Legal Advisor

Martin M. Shenkman, Esq.InterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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.
A recording of this webinar will be posted to our website here: https://wp-staging.interactivelegal.com/big-beautiful-bill/

Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Complimentary Webinar - Well-Being Trusts: Beyond Distribution Standards
2025-07-09 16:00 - 17:30
Complimentary Webinar: Well-Being Trusts: Beyond Distribution Standards

Webinar Description

While trusts have always been created to protect beneficiaries, more can be done to help beneficiaries benefit from the wealth that is bequeathed not actually “to” them, but for them. So-called “Well-Being Trusts” are consistent with a growing trend to be more inclusive of what can – and perhaps should – be provided for beneficiaries of trusts, beyond just making distributions.
Delaware, as it often does, has lead the charge on this new approach to trust drafting and administration by enacting a new Well-Being Trust statue. It is an “opt in” provision that drafters can incorporate into new trust documents and include in existing trusts via decanting or non-judicial modification. In this webinar, the speakers will discuss the Delaware Well-Being Trust statute and the various issues it raises (not the least of which is potential trustee liability). Other important issues include:

Income tax considerations, such as whether payment for programs for beneficiaries qualifies as a trust administrative expense or carries out DNI
Using a letter of wishes
Custom provisions practitioners might include
Conflicts that could arise in some situations, such as if a beneficiary is addicted to drugs
The need for mechanisms to change trustees and/or the terms of the trust.
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. However, if you find that you cannot connect, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Although everyone wants more wealth, history demonstrates that excess wealth can actually be an inhibitor of creativity and personal fulfillment. A Well-Being Trust can empower beneficiaries rather than restricting them, allowing trustees to focus on helping beneficiaries flourish in different ways. Regardless of the type of trust or jurisdiction involved, the ideas behind the Well Being Trust can help transform trust practice and administration.

View Recording

Meet Our Speakers

Jonathan G. Blattmachr, Esq.Editor in Chief and Co-FounderInterActive Legal

Todd Flubacher, Esq.Morris, Nichols, Arsht & Tunnell, LLP

Abigail O’Connor, JDInterActive Legal Advisor

Martin M. Shenkman, Esq.InterActive Legal Advisor

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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. However, if you find that you cannot connect, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Speaker Series Webinar - Artificial Intelligence and the Estate Planner: Resistance is Futile
2025-07-02 16:00 - 17:00
Register NOW

Webinar Description

InterActive Legal Speaker Series presents Professor Gerry W. Beyer “Artificial Intelligence and the Estate Planner: Resistance is Futile”Artificial intelligence is rapidly being incorporated into estate planning practices. AI products can increase the speed by which you prepare, review, and summarize estate planning related documents, tax returns, and client communications. Likewise, the speed by which you can conduct legal and financial research is faster than ever. This presentation is designed to explain how AI operates, the potential use of AI in your practice, warnings about the use of AI, and how to address the ethical issues that arise when using AI.Join Professor Gerry Beyer for valuable insights on artificial intelligence for estate planners. As the Webinar title indicates, resistance is futile, so we should utilize these new tools in the most prudent way possible.

Meet Our Speaker

InterActive Legal Speaker Series Presents

Professor Gerry W. Beyer

Register Now

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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. However, if you find that you cannot connect, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!

Profit by Design: Building a High-Impact, High-Margin Estate Planning Practice
2025-06-18 16:00 - 17:00
Speaker Series Webinar

Register NOW

Webinar Description

Most estate planning lawyers are working harder than ever, but not necessarily smarter. In this workshop, attorney and legal business strategist Laura Cowan will share a fresh approach to increasing profitability in your practice by redesigning your client journey, pricing models, and service delivery systems. Whether you’re a solo or small firm, you’ll learn how to elevate your perceived value, streamline your workflow, and attract the right clients—without adding more hours to your week.
You’ll walk away with practical tools to boost revenue, reduce scope creep, and shift from custom everything to scalable systems. This isn’t about cutting corners. It’s about architecting a law firm that works for you, so you can do your best work and charge what you’re worth. about these important asset protection planning strategies.

Meet Our Speaker

InterActive Legal Speaker Series Presents

Laura Cowan, Esq.

Register Now

Webinar Tips

After registering, you will receive a confirmation email containing information about joining the webinar.
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. However, if you find that you cannot connect, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.
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.
Visit our website event page to learn more about what is happening at InterActive Legal.

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.

Click Here to Learn More!
