South Carolina Bar Al Todd Estate Planning Workshop
2025-07-11 00:00 - 2025-07-12 23:59 (America/Halifax)
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-dev.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!
