New York State Bar Association (NYSBA) Annual Meeting
2026-01-13 08:00 - 2026-01-16 17:00 (America/Halifax)
InterActive Legal is a proud sponsor of New York State Bar Association (NYSBA) Annual Meeting. The NYSBA Annual Meeting is where leading legal professionals connect, learn, and advance the practice of law.

Join us at NYSBA Annal Meeting

Deanne McDougall, Operations Manager

Schedule a Demo

Stop by our exhibit booth to meet Deanne McDougall, InterActive Legal’s Operations Manager, and explore our cutting-edge drafting systems:

Wealth Transfer Planning ™ – the most advanced and intuitive tool for creating sophisticated, customized estate plans.
Elder Law Planning™ – simplifying Medicaid and asset protection planning so you can focus on your clients.

See how InterActive Legal empowers today’s estate planners and elder law attorneys to work smarter and serve better.

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!

ILS Speaker Series: Planning with Directed Trusts
2026-01-14 16:00 - 17:00
View Recording

Webinar Description

Directed Trusts: A Smarter Way to Plan for Modern Clients.
Directed trusts are a powerful—and often underutilized—planning tool that can help estate planning attorneys meet today’s realities: complex family dynamics, evolving asset classes, and heightened fiduciary risk. In this one-hour webinar, attorney Mary Vandenack explains what a directed trust is and why it matters—specifically how it separates traditional trustee responsibilities so that an administrative trustee can take direction from specialized “directors” or advisors over investments, distributions, special holdings, charitable decisions, and more.
You’ll gain practical guidance on when to recommend directed trusts for clients, along with drafting considerations that help avoid common pitfalls—like unclear authority, reporting gaps, and mismatched liability.

Mary also explores real-world applications, including planning for closely held businesses, concentrated stock, blended families, beneficiaries with special needs, and long-term multi-generational trusts—plus the strategic value of situs flexibility and jurisdictional options as laws continue to evolve.Join us for a practical, attorney-focused session on how directed trusts can add flexibility, improve administration, and better align trustee responsibilities with real-world client goals.

InterActive Legal Speaker Series Presents

Mary E. Vandenack, Esq.

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.
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!

ILS Speaker Series: Using Pooled Trusts as a Safety Net When Drafting Estate Plans
2026-01-28 16:00 - 17:00
View Recording

Webinar Description

Master Pooled Trust Strategies to Protect Your Clients—Even When the Unexpected Happens
Pooled special needs trusts can provide an essential safety net in estate plans. Attorneys who draft estate plans must anticipate the unexpected—a client’s unforeseen disability, a fiduciary who becomes ill, a contentious relationship between the beneficiary and the fiduciary, or assets that are depleted below the corporate fiduciary’s minimum. By including additional authorities in documents, attorneys-in-fact, executors, and trustees can react to unforeseen circumstances and create and fund pooled special needs trusts for clients and their loved ones without the need for court involvement. After giving an overview of pooled special needs trusts, this presentation will cover powers that should be considered for inclusion in trusts, wills, and powers of attorney to utilize pooled special needs trusts as a safety net.

What You’ll Learn:

What is a pooled special needs trust (PSNT)?
How to incorporate pooled special needs trusts into estate plans (will include sample drafting language)
Overview of ABLE Act accounts

InterActive Legal Speaker Series Presents

Ben Tiefenback, Esq

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.
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!

Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2026 Institute and More
2026-01-29 16:00 - 17:30
Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More

View Recording

Webinar Description

The 60th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on January 12-16, 2026. The Institute is the preeminent estate planning conference of the year and always provides a full week of valuable seminars covering a broad range of estate planning issues for all types of practitioners and all types of clients. Not only does the Institute inform planners of new developments from the past year and state-of-the-art estate planning techniques, but it also includes an array of eclectic topics to broaden the knowledge and perspective of practitioners attending.
Each year we find it impossible to condense this massive amount of education into 90 minutes. Therefore, this presentation will provide an overview of the highlights of this Institute and identify core themes and takeaways that will inform planners about what to expect in 2026.
Those highlights include:

Recent decisions, including differing powers of appointment over different sub-trusts, loan issues, and Galli, Rowland, and portability
The intersection of Family Law and Estate Planning – SLATs, divorce, other matrimonial issues, ethics, and more
Creative trust planning strategies – splitting and splicing and why split interest purchases in trust are better than GRATs and QPRTs
Trust administration issues, including inherited retirement assets in trust
Addressing conflict/choice of law issues
And, of course, OBBBA

We look forward to having you join us.

View Recording

This presentation is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute is not responsible for its content. For information about the Heckerling Institute, including the 2025 conference, visit www.law.miami.edu/heckerling.

Meet Our Speakers

Jonathan G. Blattmachr, Esq.InterActive Legal Advisor

Abigail O’Connor, JDInterActive Legal Advisor

Martin M. Shenkman, Esq.InterActive Legal Advisor

Thomas A. Tietz, JDShenkman Tietz Law

Complimentary Content from our Experts

In honor of this year’s Heckerling Institute, Interactive Legal is giving away complimentary access to timely content from our experts.

Complimentary Content

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!

55th Annual Portland Estate Planning Seminar
2026-01-30 08:00 - 17:00
Oregon Convention CenterPortland, Oregon

InterActive Legal is a proud sponsor of the 55th Annual Portland Estate Planning Seminar
The Estate Planning Council of Portland is a non-profit organization with the objective of providing professional education to further the estate planning knowledge of its members. Membership is comprised of Estate Planning Attorneys, Trust Officers, Certified Public Accountants, Chartered Life Underwriters, Certified Financial Planners, Chartered Financial Consultants, and others actively participating in estate planning matters in Oregon and Southwest Washington. As the region’s premier continuing education event for estate planning professionals, this year’s seminar features nationally recognized speakers addressing the most critical topics in Estate Planning.

Come See Us at the Conference

Lisa Briley, Regional Sales Consultant

Schedule a Demo

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.
We look forward to connecting with 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!

Elder Law College Upping Your Practice 2026
2026-02-06 08:00 - 2026-02-07 17:00
DoubleTree by Hilton, Deerfield Beach

Join top elder law professionals for two days of advanced strategy, practical sessions, and peer discussion.

Sessions built for experienced elder law attorneys looking to sharpen planning strategies and expand impact.

Annuity Innovations in Medicaid Planning
Taxes, the Big Beautiful Bill and Elder Law Planning
Elder Law Ethical Conundrums
“Sell” is not a four-letter word, practices to show your value proposition
Mindset and Life Balance for the Special Needs and Elder Law Attorney
Intersection between Estate Recovery and Creditor Claims
White Board Discussions

Upping Your Practice 2026

Come See Us at Elder Law College’s “Upping Your Practice 2026”

Teresa L. Bush, Esq.Director of Education and Support Services

Matthew ToveDirector, Marketing & Sales

Be sure to stop by InterActive Legal’s exhibit booth to meet our team 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.
We look forward to meeting you at the conference.

Schedule a Demo

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!

ILS Speaker Series: Thirty-One Flavors of SLATs
2026-02-11 16:00 - 17:30
View Recording

Webinar Description

Spousal Lifetime Access Trusts (SLATs) have been part of the estate planning lexicon for years, but SLATs don’t come in just one flavor. Every SLAT is an irrevocable trust with the trust creator’s spouse as the primary beneficiary, giving the spouse access to trust assets during lifetime, but similarities end there. Each SLAT can – and should – be unique, with optional provisions included based on the client situation. Extensive options not only differentiate trusts to avoid the Reciprocal Trust Doctrine, but also allow nearly unlimited flexibility in SLAT design.
In this webinar, frequent commentators Jonathan Blattmachr and Martin Shenkman will discuss different features that can be added to SLATs. Some are designed to enhance the spouse’s access, address future changes in circumstances, bolster creditor protection, add income tax planning flexibility, and more. The speakers will also show how drafting software facilitates SLAT creation with multiple options available at the click of a mouse. Options we’ll discuss include:

Lifetime and testamentary powers of appointment (at least 4 variations)
Mechanisms to avoid inadvertent estate inclusion (at least 4 variations)
Different mechanisms to trigger estate inclusion if circumstances change (at least 2 variations)
Provisions to protect a SLAT that is later deemed to be self-settled by the grantor or the grantor’s spouse (many variations)
Options to plan for early death of the spouse beneficiary (several)
Making the SLAT a grantor trust (or not) (many variations)
Planning for possible future marital discord (and for a new spouse) (several variations)
Adding extra beneficiaries to reduce overall income taxation (so many variations)

SLAT drafters can combine options in multiple ways, resulting in far more than 31 flavors. Join us to review a plethora of SLAT design possibilities and when each might make sense for your clients.

InterActive Legal Speaker Series Presents

Jonathan G. Blattmachr, Esq.

Teresa L. Bush, Esq

Martin M. Shenkman, Esq

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.
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!

18th Annual PAELA Winter Conference
2026-02-21 08:00 - 17:00
Omni Bedford Springs Resort and Spa, Bedford, PA

InterActive Legal is a proud sponsor of the Pensylvania Association of Elder Law Attorneys (PAELA) Winter Conference.
The Pennsylvania Association of Elder Law Attorneys (PAELA) is a non-profit association which assists lawyers, bar organizations, and others who work with older clients and their families. PAELA provides a resource of information, education, networking, and assistance to those who work with the many specialized issues confronting the elderly and the disabled.

Come See Us at the PAELA Conference

Steven Palumbo, Regional Sales Consultant

Schedule a Demo

Be sure to stop by InterActive Legal’s booth to connect with Steven Palumbo and chat about how our innovative estate planning and elder law drafting tools support your daily practice.
InterActive Legal’s Elder Law Planning™ system helps you navigate Medicaid and asset protection planning with ease—so you can focus on what matters most: your clients.
We look forward to seeing friends and colleagues at the PAELA winter 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!

Tax Issue Spotting for Lawyers who Draft Trusts
2026-02-25 16:00 - 17:00
View Recording

Webinar Description

Estate Planning and Elder Law attorneys often advise clients to restructure assets – often putting them in trust. Whether the goal is to avoid probate, reduce future transfer taxation, or minimize countable resources, transferring assets means changing legal ownership, and any change in ownership could have tax consequences that the planner cannot ignore. Some transfers might have no tax impact at all, others might have an impact that is insignificant, and others might have substantial tax consequences, which become a larger problem if they are a surprise to the client. Recommending and implementing trust planning without considering all potential tax consequences is a recipe for disaster.
In this webinar, we will focus on spotting the tax issues that matter – or could matter – when trusts are being considered. We will cover:·

What taxes we need to worry about and why
Tax benefits that clients won’t want to lose (and how not to lose them)
The basics of trust income taxation
The relationship between grantor trust status and estate inclusion (and how to trigger either, neither, or both)
And more.

We will poll the audience on some issues and fact-check a few hypothetical trusts to see what issues we can spot and which issues are easy to miss. After this presentation, attendees should understand the basics of the taxes that can impact clients who create trusts, how to preserve the best tax results in various situations, and how to trigger grantor trust status and estate inclusion. Like it or not, we are all tax lawyers at some level, and we need to be familiar with the basics to avoid unexpected surprises.

InterActive Legal Speaker Series Presents

Teresa L. Bush, EsqDirector of Education and Support ServicesInterActive Legal

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.
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!

ABA Tech Show 2026
2026-03-25 08:00 - 2026-03-27 17:00
Hyatt Regency McCormick Place, Chicago, Illinois

The ABA TECHSHOW is where lawyers, legal professionals, and technology all come together. For four days, attendees learn about the most useful and practical technologies available.

Come See Us at the ABA Tech Show

Mike WelchChief Executive Officer

Teresa L. Bush, Esq.Director of Education and Support Services

Matthew ToveDirector, Marketing & Sales

Robert JonesDirector of Product Development

John EllisonSoftware Engineer

Schedule a Demo

Be sure to stop by InterActive Legal’s exhibit booth to meet our team and learn about the future of InterActive Legal’s comprehensive planning and drafting system for estate planning and elder law attorneys.
We look forward to meeting you at the conference.

ABA Tech Show 2026

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!

ILS Speaker Series presents “International Estate Planning Part 2 – Advising US Clients with Foreign Assets and Beneficiaries”
2026-03-30 16:00 - 17:00
RESCHEDULED

Register Now

Webinar Description

Estate planning for US clients with foreign assets requires understanding the intersection of US tax law, international treaties, and foreign legal systems—areas where many practitioners lack deep expertise. This foundational webinar informs attorneys about the primary estate and gift tax challenges that arise when representing US clients with foreign property and foreign beneficiaries. The webinar will explore alternative estate and gift structuring strategies for US-based clients with international estate planning needs.
Join attorney Eli Akhavan for a follow-up to his well-received presentation from last year. Eli is a frequent speaker and writer on cross border planning and asset protection, and the ideal person to help us advise clients with foreign connections.

InterActive Legal Speaker Series Presents

K. Eli Akhavan

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.
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!

InterActive Legal Academy Estate Planning Basics
2026-04-06 00:00 - 2026-05-01 23:59
1:00–2:00 PM ETTues & Thurs: Live Online InstructionFri: Drafting Workshops Q&A

CLE Approved*

InterActive Legal Academy is education by lawyers for lawyers. The Estate Planning Basics Series offered in April is an introduction to estate planning documents and concepts, with a focus on how property is transferred both at death and during lifetime.

Register Today – Live Classes Begin April 6th

Can’t wait until the next live session of the Estate Planning Basics Series?

Purchase On-Demand

What You’ll Learn

Learn how property passes at death and during lifetime

Understand the purpose and structure of core estate planning documents

Know when and why to use revocable trusts

Identify key planning issues for spouses, descendants, and other beneficiaries

Understand testamentary trusts and basic lifetime planning strategies

Gain practical drafting tips for common estate planning document

And more—reinforced with case studies, sample drafting language, and live Q&A

Course Syllabus

Week #1 – April 6-10

Session NameFacultyDescriptionOptional Kick off Meeting(April 6, 2026; 1pm ET) Teresa L. Bush, Esq.Administrative meeting in advance of the official program:• Check connections• Review Syllabus• Answer any questionsWhat is Estate Planning?(April 7, 2026; 1pm ET) Academy FacultyFoundations of estate planning:• Planning for death and incapacity• Probate, probate alternatives, and property transfer at death• Core estate planning documents, including Wills, Revocable Trusts, Powers of Attorney, and Health Care DirectivesTransferring Property at Death(April 9, 2026; 1pm ET) Academy FacultyMethods of Disposing of Property at Death: • Asset types and how they pass at death• Outright and trust-based dispositions under Wills and trusts• Common dispositive provisions, including fiduciaries, guardians, and contingenciesWeek 1 Workshop(April 10, 2026; 1pm ET) Academy FacultyWeek 1 concept review: • Case studies and sample language • Q&A

Week #2 – April 12-17

Session NameFacultyDescriptionEstate Planning During Lifetime Part 1: Incapacity Planning(April 14, 2026; 1pm ET) Academy FacultyPlanning for Incapacity:• Use of Revocable Trusts during incapacity• Delegation of authority through Powers of Attorney and guardianship• Health Care Directives and medical decision-makingEstate Planning During Lifetime Part 2: Lifetime Transfers(April 16, 2026; 1pm ET) Academy FacultyLifetime Transfers and Gifting Strategies: • Funding Revocable Trusts• Lifetime gifts to individuals, charities, and trusts• Introductory use of Irrevocable Trusts for tax, Medicaid, and family planningWeek 2 Workshop(April 17, 2026; 1pm ET) Academy FacultyWeek 2 concept review: • Case studies and sample language • Q&A

Week #3 – April 20-25

Session NameFacultyDescriptionIntroduction to Planning with Trusts (April 21, 2026; 1pm ET) Academy FacultyTrust-Based Planning Techniques: • Reasons to use trusts instead of outright distributions• Trust creation, administration, and distribution standards• Beneficiary powers and trust terminationEstate Planning for Married Couples(April 24, 2026; 1pm ET) Academy FacultyPlanning Considerations for Spouses: • Ownership of property between spouses• Joint trusts, divorce, remarriage, and disinheritance issues• Overview of tax consequences of spousal transfersWeek 3 Workshop(April 25, 2026; 1pm ET) Academy FacultyWeek 3 concept review: • Case studies and sample language • Q&A

Week #4 – April 27 – May 1

Session NameFacultyDescriptionEstate Planning for Descendants(April 28, 2026; 1pm ET) Teresa L. Bush, Esq.Planning for Children and Other Descendants: • Outright and trust-based gifts to descendants• Planning for minor beneficiaries and guardianship• Adjustments for lifetime gifts and special family circumstancesSpecific Topis(April 30, 2026; 1pm ET) Academy FacultyAdvanced and Special Planning Topics: • Planning for complex assets, including retirement benefits, businesses, and real estate• Considerations for business owners and higher-net-worth clients• Introductory estate tax planning conceptsWeek 4 Workshop(May 1, 2026; 1pm ET) Academy FacultyWeek 4 concept review: • Case studies and sample language • Q&A

Faculty

Learn directly from respected practitioners and thought leaders in estate planning.

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

Teresa L. Bush, Esq.Director of Education and Support ServicesInterActive Legal

Elizabeth (Beth) Q. Boehmcke, Esq.Advisor EmeritusInterActive Legal

Michael L. Graham, Esq.Chairman and Co-FounderInterActive Legal

Vanessa L. Kanaga, Esq.InterActive Legal Advisor

Letha Sgritta McDowell, CELAInterActive Legal Advisor

Rebecca Strub, Esq.Legal Content ManagerInterActive Legal

Mary E. Vandenack, CAP®InterActive Legal Advisor

Deirdre Wheatley-Liss, Esq.InterActive Legal Advisor

Tuition

Non-Subscriber: $699**Subscriber: $399

Special Pricing for Law Students (proof required)

2-Hour Lifestyle Lawyer, Elder Law College, Million Dollar Solution, and Personal Family Lawyer members receive a tuition discount. Contact your organization for details.

Save Your Seat Today

**Non-subscribers who attend may apply a tuition credit toward a new InterActive Legal subscription(if purchased within 60 days of the series end).

*CLE Approved

The Estate Planning Basics Series is approved for 12 hours of Florida CLE credit.

Certificates of attendance are provided.

Attendees outside Florida may apply for credit with their own state bar.

CLE credit may be available only for sessions attended live.

Want to Learn More about InterActive Legal Academy?

Our 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-dev.interactivelegal.comSupport Hours are 8:30am – 5:30pm ETMonday through Friday, except holidays

Trusted by Estate Planning Attorneys Nationwide

Hundreds 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.

“Having recently completed the Estate Planning Course, I’m compelled to share my thoughts on its practical value for attorneys like myself who are just starting out in the field. As a new attorney, I found this course to be an invaluable resource in kickstarting my career. The course provides a roadmap for navigating the intricacies of estate planning. From understanding the basics of wills and trusts, to how to tailor each document to a client’s needs, each session offered insights that I could apply in my practice. As someone who’s been practicing for little over a year as an associate, I found that the course served as a much-needed thread to tie together the various drafting techniques and conceptual frameworks I’d encountered in my day-to-day work. It bridged the gap between theory and practice, helping me see how each piece of the puzzle fit into the larger picture of estate planning. One aspect I particularly appreciated was the emphasis on real-world scenarios. Rather than dealing in hypotheticals, the course drew from the instructors’ own experiences and case studies, providing a glimpse into the practical challenges and considerations that estate planning attorneys must face on a day-to-day basis. I fully recommend that anyone considering estate planning as their practice should take this course, and I only wish I had taken it sooner!.”Alexander SanchezAttorneyNew York, New York

“The course was very well laid out. I enjoyed how the courses built upon one another allowing for someone with little knowledge to have a good foundation prior to diving into the harder to grasp concepts and estate planning. The handouts and video recordings were very beneficial, and the end of the week workshop helped to solidify how to apply the knowledge into everyday work and documents.”Paige KellyKelly, Passidomo & Kelly, LLP,Naples, Florida

“I’ve taken many CLEs over the past few years geared to those new to estate planning. Most of them assume too much prior knowledge and dive in in the middle of things. Or, if they are basic enough, they aren’t nearly comprehensive enough. The ILS Basics course is the best I’ve taken because it did not assume any prior knowledge, and it is also comprehensive and puts everything in context. It’s the course I would recommend someone new to estate planning take first.”Mike Beshara AttorneyDallas, Texas

“As a solo practitioner, participating in the Estate Planning Basic Series is an investment in my legal education. It helped me to refresh legal concepts, validate procedures, and learn new ways to work more efficiently. From each speaker, I got a new perspective to handle my daily work and expand my knowledge. It is a great tool to keep you on your path to success!”

Erika MoralesDuluth, Georgia

“I have now taken both the Basics and Tax Planning courses offered from Interactive Legal Academy. The material made available is excellent, and the presentations cover an extensive array of knowledge. I know that what I’m being taught is authoritative and features some of the industry’s best thinking. There really aren’t many options for a full course on estate planning, and definitely nothing so affordable. Teresa Bush deserves a great deal of credit for how she has helped put these all together.”

Stephen PappaterraAttorneyMoorestown, New Jersey

ILS Speaker Series presents "Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities and Legal Considerations"
2026-04-08 16:00 - 17:00
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Webinar Description

This program provides invaluable insights into the complexities of managing disbursements within trust administration, with a focus on special needs trusts. Delving into the intricacies of fiduciary responsibilities and legal considerations, this resource equips trustees and administrators with strategic approaches to efficiently navigate disbursement challenges. From balancing beneficiaries’ needs and desires to complying with regulatory frameworks, this guidance ensures prudent decision-making to safeguard trust assets and uphold the trust’s objectives effectively.
This discussion addresses fiduciary responsibilities in trust distribution, distribution policies for fiduciaries, communication and transparency, regulatory compliance, risk management, and tax considerations in trust disbursements.

Key Takeaways:

Government Benefits: Implications for distribution decisions
Trust Administration: Fiduciary Responsibilities & Distribution Policies
ABLE Accounts
Trust Termination
Tax Issues for Trust Disbursements
Fact Patterns – Real-life examples of difficult distribution decisions or trust termination
Estate Planning for Challenging Distributions

InterActive Legal Speaker Series Presents

Ben Tiefenback, Esq

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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.
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!

New Jersey NAELA UnProgram 2026
2026-04-15 08:00 - 17:00
InterActive Legal is a proud sponsor of the New Jersey NAELA UnProgram 2026

The NJ NAELA UnProgram will be an entirely interactive day. The program is structured in small break-outs organized around particular topics with a facilitator in each room. The major topic areas will be Medicaid, Trusts, Guardianship, Facility related issues, Special Needs, Taxation, and MORE!

Steven PalumboRegional Sales Consultant

Stop by InterActive Legal’s exhibit booth to connect with our Regional Sales Consultant, Steven Palumbo. Learn how InterActive Legal’s comprehensive planning and drafting system empowers elder law attorneys to plan with confidence and draft with precision. Our robust Elder Law Planning™ system guides you from initial strategy development through document preparation, helping you implement modern Medicaid planning techniques designed to achieve the best possible outcomes for your clients.

Schedule a Demo

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!

26th Annual Advanced Elder Law & Advanced Guardianship Law
2026-04-16 08:00 - 2026-04-17 17:00
The Westin Dallas Park Central

Dallas, Texas

InterActive Legal is a proud sponsor of the 26th Annual Advanced Elder & Advnaced Guardianship Law.

Come See Us at the Conference

Lisa Briley, Regional Sales Consultant

Schedule a Demo

Be sure to visit InterActive Legal’s exhibit booth to connect with our Regional Sales Consultant, Lisa Briley, and discover how our comprehensive planning and drafting system can support your elder law practice. InterActive Legal’s robust Elder Law Planning™ system is designed to guide you through every stage of the planning process, helping you efficiently prepare documents and implement modern Medicaid strategies that maximize benefits for your 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!

Tulsa Estate Planning Forum
2026-05-04 08:00 - 17:00
Doubletree by Hilton

Tulsa, Oklahoma

InterActive Legal is a proud sponsor of the Tulsa Estate Planning Forum
The Tulsa Estate Planning Forum is a multi-disciplinary organization of over 100 of the top professionals in their respective field who share a common belief that a client is best served by the team concept of estate planning and financial planning. Members include attorneys, trust officers, accountants, insurance and financial planners, planned giving professionals, as well as allied professionals.

Come See Us at the Conference

Lisa BrileyRegional Sales Consultant

Martin M. Shenkman, Esq.InterActive Legal Advisor

Schedule a Demo

Be sure to visit InterActive Legal’s exhibit booth to meet our Regional Sales Consultant, Lisa Briley, and InterActive Legal Advisor, Martin Shenkman, Esq.. 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.
We look forward to connecting with 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!

66th Annual Probate & Estate Planning Institute
2026-05-14 08:00 - 2026-05-16 17:00
Grand Traverse Resort & Spa

Acme, Michigan

Co-sponsored by the Probate & Estate Planning Section of the State Bar of Michigan.

The purpose of the Probate & Estate Planning Section is to enhance and improve the practice and administration of law pertaining to probate; trust and estate planning, and administration; guardianships and conservatorships (including planning alternatives); and tax planning.

Come See Us at the Conference

Steven Palumbo, Regional Sales Consultant

Schedule a Demo

InterActive Legal is a proud sponsor of the 66th Annual Probate & Estate Planning Institute.

Be sure to stop by InterActive Legal’s booth to connect with Steven Palumbo and chat about how our innovative estate planning and elder law drafting tools support your daily practice.
Learn 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 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!

NAELA 2026 Annual Conference
2026-05-29 08:00 - 2026-05-30 17:00
Milwaukee, Wisconsin

InterActive Legal is a proud sponsor of the NAELA 2026 Annual Conference

Since 1989 NAELA has set the national standard in elder and special needs law education. As the organization that literally wrote the book on this field, NAELA’s Annual Conference is more than an event—it’s a cornerstone of professional excellence and innovation. Each year, the Conference draws the most respected voices in the legal community, offering an unmatched opportunity to engage with thought leaders, explore groundbreaking legal strategies, and earn top-tier Continuing Legal Education. This is where the future of elder and special needs law is shaped.

Steven PalumboRegional Sales Consultant

Rebecca Strub, Esq.Legal Content Manager

Be sure to stop by InterActive Legal’s exhibit booth to connect with our Regional Sales Consultant, Steven Palumbo, and our Legal Content Manager, Rebecca Strub.
Discover how InterActive Legal’s comprehensive planning and drafting system empowers elder law attorneys to plan with confidence and draft with precision. Our robust Elder Law Planning™ system supports you from initial strategy development through document preparation, helping you implement modern Medicaid planning techniques designed to achieve the best possible outcomes for your clients.

Schedule a Demo

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!

50th Annual Advanced Estate Planning and Probate
2026-06-03 08:00 - 2026-06-05 17:00
Hyatt Regency

Frisco, Dallas, Texas

InterActive Legal is a proud sponsor of the 50th Annual Advanced Estate Planning & Probate Course from the Texas Bar Association.

Come See Us at the Conference

Lisa Briley, Regional Sales Consultant

Schedule a Demo

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.
We look forward to connecting with 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!
