BEGIN:VCALENDAR VERSION:2.0 PRODID:-// - ECPv6.17.4.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://wp-staging.interactivelegal.com X-WR-CALDESC:Events for REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20260729T130000 DTEND;TZID=America/New_York:20260812T163000 DTSTAMP:20260722T134539Z CREATED:20260721T182122Z LAST-MODIFIED:20260722T134539Z UID:48471-1785330000-1786552200@wp-staging.interactivelegal.com SUMMARY:NAELA Trust and Estate Tax Returns: Forms to Filing DESCRIPTION:Virtual Workshop via Zoom\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 Trust & Etate Tax Returns: Forms to FilingA Three-Part Series on Trust & Estate Tax Returns \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Day 1 July 29th 1 PM-4:30 PM ET: Form 706 – United States Estate Tax Return (Prep & Review)Day 2 Aug. 5th 1 PM-4:30 PM ET: Form 709 – United States Gift Tax Return (Prep & Review) Day 3 Aug. 12th 1 PM-4:30 PM ET: Form 1041– United States Fiduciary Tax Return (Prep & Review) \n \n \n \n \n \n \n \n \n \n \n \n This highly interactive online practicum gives participants real-world experience preparing trust and estate tax returns. Attendees will both complete returns and review “CPA prepared” returns\, working through them live\, reviewing entries\, discussing why they work\, and identifying necessary corrections across multiple scenarios. \n \n \n \n \n \n \n \n \n \n Gain hands-on experience preparing Forms 1041\, 709\, and 706\n Understand how different fact patterns impact tax reporting\n Learn common mistakes and how to avoid them\n Build confidence reviewing\, correcting\, and explaining tax return entries\n Apply practical strategies you can use immediately in your practice\n Integration of substantive tax law with the process of completing returns.\n \n \n \n \n \n Register Now\n \n \n \n \n \n \n \n \n \n \n Sponsored by InterActive Legal \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Learn about InterActive Legal’s 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 \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/naela-trust-and-estate-tax-returns-forms-to-filing/ ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2023/07/shutterstock_1689338008-750x430-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260804T160000 DTEND;TZID=America/New_York:20260804T170000 DTSTAMP:20260812T152541Z CREATED:20260716T184519Z LAST-MODIFIED:20260812T152541Z UID:48434-1785859200-1785862800@wp-staging.interactivelegal.com SUMMARY:The 12-Step Quiz to Figure Out the RMD Payout Period for a Trust DESCRIPTION:Subscriber-Only Webinar by Natalie B. Choate\, Esq.\n\n\n\nAn on-demand recording will be available for puchase soon. \n\n\n\n\n\n\n\n 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 \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 RMD rules are not difficult; it’s just that there are a lot of them – and they seem more complicated when a trust is involved. This webinar is designed to tackle those rules: determining RMDs for a trust in a few easy steps; the trust planning/drafting issues that matter for your clients; when a trust’s RMD strategy can make a big difference and when it can’t; and the most common mistakes and how to avoid them. \n Natalie Choate will guide us through the steps (all twelve of them) to figure out the RMD payout period for a trust\, touching on the individual factors that lead to the eventual answer.   \n \n \n \n Is the trust a see-through trust?  \n Conduit or accumulation?  \n Who are the beneficiaries?  \n Are there EDBs?  \n Which beneficiaries must we count and which can we disregard?  \n And more.  \n \n \n \n \n \n \n \n \n \n \n \n \n Whether you are drafting a trust or evaluating one created by another lawyer\, join us to logically step through the issues involved in determining the RMD payout when a trust is involved. \n \n \n \n \n \n \n \n \n \n \n \n Meet Our Speaker \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Natalie B. Choate\, Esq.Nutter McClennen & Fish\, LLP \n \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.\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. 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.\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/the-12-step-quiz-to-figure-out-the-rmd-payout-period-for-a-trust/ ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2026/07/RMD-Payout-Period.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260806T160000 DTEND;TZID=America/New_York:20260806T173000 DTSTAMP:20260811T172528Z CREATED:20260724T142021Z LAST-MODIFIED:20260811T172528Z UID:48512-1786032000-1786037400@wp-staging.interactivelegal.com SUMMARY:AI in Tax Practice DESCRIPTION:New IRS Standards\, New Risks\, and New Opportunities\n\n\n\n \n\n\n\n\n\n \n\n\n\nComplimentary 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 View Recording\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 IRS’s recently issued OPR Alert 2026-19 on responsible artificial intelligence use in federal tax practice may have far broader implications than many practitioners realize. While directed at tax practice before the IRS\, the Alert raises important questions for tax attorneys\, CPAs\, enrolled agents\, financial advisers\, estate planners\, trust officers\, and other professionals who increasingly rely on AI tools to analyze tax returns\, assist with tax planning\, prepare written advice\, communicate with clients\, review documents\, and support compliance functions. \n The Alert addresses due diligence\, competence\, written advice\, confidentiality\, supervision\, documentation\, and billing practices in an AI-driven environment. Of particular interest is the IRS’s expectation that practitioners understand AI systems’ limitations and risks\, carefully verify AI-generated work product\, implement firm procedures governing AI use\, and maintain appropriate safeguards for confidential taxpayer information. \n \n \n \n \n \n \n \n \n \n \n \n The program will explore what the Alert says\, who may be affected\, how it compares to traditional professional responsibility frameworks\, and whether the IRS has adopted standards that differ from the reasonableness-based approach found in many legal ethics authorities. The webinar will also examine practical issues involving AI-assisted tax research\, return preparation\, estate planning\, client communications\, tax controversy matters\, confidentiality concerns\, engagement letters\, governance policies\, documentation protocols\, and the evolving debate over billing for AI-assisted services. Attendees will leave with practical guidance for using AI responsibly while managing professional\, ethical\, regulatory\, and business risks. \n \n View Recording\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 Robert S. Keebler\, CPAKeebler & Associates\, LLP \n \n \n \n \n \n Walter Primoff\, CPA \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n Thomas A. Tietz\, Esq.Shenkman Tietz\, LLP \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.\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. 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.\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 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/ai-in-tax-practice/ ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2026/07/AI-in-Tax-Practice.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260811T160000 DTEND;TZID=America/New_York:20260811T170000 DTSTAMP:20260811T171438Z CREATED:20260721T192630Z LAST-MODIFIED:20260811T171438Z UID:48480-1786464000-1786467600@wp-staging.interactivelegal.com SUMMARY:A Deeper Dive Into AI Advancements for Law Practice DESCRIPTION:The InterActive Legal Academy Masterclass Series is an exclusive CLE-included program featuring elevated events that deliver advanced insights from the nation’s leading estate planning professionals.\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 event has passed.  Please visit this page again to view our latest CLE Masterclass. \n \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 AI is seemingly everywhere\, as are lawyers speaking about how to use it to work smarter\, rather than harder.  We have heard the ethical issues surrounding AI\, but beyond that are practical issues\, like why AI is good for some tasks and not others.  \n In this live Masterclass from InterActive Legal Academy\, our founding attorneys Jonathan Blattmachr and Michael Graham will discuss AI with a computer scientist who has spent years actually building and working with AI for tasks other than legal work.  Jeff Glickman can give us the scientific reasons that AI works well in some situations and not so well in others. \n Jeff\, Jonathan\, and Mike will: \n \n \n \n \n \n \n \n \n \n \n \n \n illustrate AI use for legal work via live demonstrations\n take a deeper dive into the ethical issues than we have before\n discuss critical dos and don’ts for AI use by lawyers in detail\, including the ethical and science-based reasons behind them\n focus on how AI has the potential to both increase and decrease efficiency and profitability\n and more.\n \n \n \n Join us for a different perspective on the science behind AI and how that should drive its every-day use by lawyers in general\, and estate planners in particular.  \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 Jonathan G. Blattmachr\, Esq.InterActive Legal Editor in Chiefand Co-Founder \n \n \n \n \n \n Jeffrey GlickmanComputer Scientist \n \n \n \n \n \n Michael L. Graham\, Esq.Chairman and Co-FounderInterActive Legal  \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 Pending Jurisdictions: CA\, FL\, IL\, NJ\, NY\, TX\n Self-submit available in other states\n Cost: $70.00\n \n \n \n CLE credit may be available only for sessions attended live. \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/interactive-legal-masterclass-a-deeper-dive-into-ai-advancements-for-law-practice/ ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2026/06/The-Latest-in-AI-Advancements-for-Law-Practice.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260826T160000 DTEND;TZID=America/New_York:20260826T170000 DTSTAMP:20260827T002031Z CREATED:20260813T134819Z LAST-MODIFIED:20260827T002031Z UID:48601-1787760000-1787763600@wp-staging.interactivelegal.com SUMMARY:ILS Speaker Series: Planning for the Chronically Ill IRA Beneficiary – Addressing this unique category of EDB DESCRIPTION:View Recording\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 SECURE Act has been with us for over six years\, and planners know by now the five categories of Eligible Designated Beneficiaries.  EDBs are of course those special folks who can still qualify for the lifetime-stretch\, while ordinary Designated Beneficiaries are limited to a 10-year stretch.  But not all EDBs are created equal.  Planners have spent a great deal of time focusing on surviving spouses and minor children\, but perhaps not as much time considering the unique issues involved when planning for a beneficiary who is chronically ill. \n Fortunately\, attorney Andrew Hook has us covered.  He will share with us detailed information applicable to this specific EDB category – from threshold issues like who qualifies as “chronically ill” to the more complex attributes of applicable multi-beneficiary trusts (AMBTs).  Andy will discuss the differences between disabled and chronically ill beneficiaries\, EDB certification and timing\, planning with SNTs and AMBTs\, beneficiary designation issues\, and more. \n \n \n \n \n \n \n \n \n \n \n \n Andy will explain that planning for chronically ill EDBs is an evolving practice area that enables planners to provide significant value for many of their clients. \n Join us for a practical discussion of the rules\, along with planning tools and takeaways you can use to add this niche to your practice with confidence. \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 Andy H. Hook\, CELA\, AEP®\, CFP® \n \n \n \n \n \n \n \n \n View Recording\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/ils-speaker-series-planning-for-the-chronically-ill-ira-beneficiary/ ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2026/08/Planning-for-the-Chronically-Ill-IRA-Beneficiary.jpg END:VEVENT BEGIN:VEVENT 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 ATTACH;FMTTYPE=image/jpeg:https://wp-staging.interactivelegal.com/wp-content/uploads/2026/07/MDS-Sales-and-Marketing-Summit.jpg END:VEVENT END:VCALENDAR