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Wealth
Transfer Planning Practice Systems
Some Guidance from the Final Regulations on Estate Tax Inclusion for GRATs, CRTs, and QPRTs.
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scroll down to Articles of Interest to access this article.
Welcome Aboard
 Kurt R. Mattson, JD, LLM – Sales and Marketing Manager
Kurt R. Mattson has joined ILS as its Sales & Marketing Manager. Kurt also manages accounts in the Central Region. Kurt brings nearly 20 years of legal sales and
marketing experience, including over 17 years at Thomson West. Kurt is based in Denver, CO.
Read Kurt's full biography.
 Maggie Keller – Western Regional
Account Executive
Maggie joined us in July 2008 and brings over 17 years of legal sales experience to ILS from Thomson West, where she most recently was a Field Representative (San
Diego). Maggie is a native of and based in southern California.
Read Maggie's full biography.
 Ashley Baldwin – Administrative
Assistant
Ashley joined ILS in July as Administrative Assistant. She provides administrative support to the company’s managers and executives. Ashley will be receiving her
Microsoft Certification this fall.
Continuing Education (CE) Programs
InterActive Legal, in cooperation with National Association of Estate Planners & Councils (NAEPC), is co-hosting
bi-monthly continuing education webinars (1:00-2:00pm EST, 1st/3rd Wednesdays each month). Nationally known speakers deliver high quality education at an economical price. Introductory pricing
special through December 31--$85 for NAEPC members or ILS subscribers; $95 for all others. Packages of 6, 12 and 24 webinars are available at significant discounts. For more information or to
register by phone, contact Thea DeDyne (321) 252-0098 (tdedyne@interactivelegal.com)
ILS Held It’s First Paralegal Proficiency Workshop!
June 25-27, 2008
ILS’ Paralegal Proficiency Program Workshop (held June 25-27) was a resounding success. This challenging workshop was targeted to paralegals and attracted a few attorney
“ringers.” The course focused on gaining an understanding of basic estate planning concepts and how to apply them when drafting documents using the InterActive LegalSuite software systems.
Attendees were required to absorb a significant amount of material over the three day period, including estate planning legal and tax concepts, drafting, editing and formatting documents, work
flow and technical issues, and more. A proficiency exam was administered, requiring attendees to prepare a complete estate plan based on case studies. Exams were graded by an experienced
estate planning attorney and successful candidates received a certificate of completion. Congratulations to all who attended the program and passed the rigorous examination!
On the Road Again: Fall 2008
InterActive Legal proudly exhibits at major estate planning and elder law conferences nationwide. Visit us for a live demonstration of Wealth Transfer Planning™, Elder
Law & Special Needs Planning™ or Essential Estate Planning™.
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To start September, InterActive Legal will be at three events on the same days-- the Suffolk Elder Law Symposium in Boston on the 11-12; the ABA Trusts and Estates
Meeting, in San Francisco on the 11-13; and the Washington State Bar Annual Fall Elder Law Meeting,
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The following week we will be sponsoring the registration of the ACTEC Southeast Regional Meeting in Arlington, VA on the 18-21. Our Elder Law & Special Needs Planning
TM author Andy Hook will be speaking. That same week on September 18th we will participate in a program with the New York United Jewish Appeal in New York City.
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Later in the month, on September 25–26, Jonathan Blattmachr, Editor-in-Chief of Wealth Transfer Planning TM will be presenting at the Annual Notre Dame Tax & Estate
Planning Institute in South Bend, Indiana. He will also be available to discuss estate planning issues and answer questions about our estate planning software at our booth.
At the same time, InterActive Legal will be on the west coast talking with California practitioners at their 81st Annual Meeting of the Bar in Monterey (September 25-28).
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On October 16-17th we will participate in two conferences-- the 30th Annual Duke University Estate Planning Conference in Durham NC and the Stetson Special Needs Trust
Program in St. Petersburg, FL. Our Elder Law & Special Needs Planning TM author Andy Hook will be speaking, and all of our Wealth Transfer Planning TM and Elder Law & Special Needs Planning
TM plan to attend the program and visit with customers at our booth. We will also stay for the Special Needs Alliance Fall Meeting at the same location on the 18–19th.
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Jonathan Blattmachr will be presenting at the 27th Annual Southern California Tax & Estate Planning Forum in San Diego on October 18–20. InterActive Legal will also be
part of the exhibit hall on the days when the conference focuses on Estates and Trusts.
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On October 23-24, InterActive Legal will be exhibiting at the NYU Tax Institute in New York City. Our Elder Law & Special Needs Planning TM author Bernie Krooks will
be presenting at the conference. We will also attend the NAELA Advanced Elder Law Institute in Kansas City on those same dates.
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November will have us at the 53rd Annual Estate Planning Seminar in Seattle on the 3-4, and at the NAEPC 45th Annual Conference in Scottsdale, Arizona (September
12-14). At the same time we will exhibit at the 67th Institute on Federal Taxation at the Hotel Del Coronado in San Diego. Our Elder Law & Special Needs Planning TM author Bernie Krooks will
be presenting at the conference.
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We end the year at the Pennsylvania Elder Law Conference on December 3-4.
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June 10 – 14: State Bar of Texas Advanced Estate Planning & Probate Course, Dallas, Texas
Co-Author Michael L. Graham will be speaking at the conference on Thursday, June 12 at 9:45 a.m. on Migrating Clients and Assets – Inheritance Tax. Please stop by the exhibit area and talk
with Mike about harnessing the power of Wealth Transfer Planning and Elder Law & Special Needs Planning and increasing your productivity and profitability.
Not attending these events? Schedule a private web demonstration. Contact Sales (321) 252-0100 (sales@interactivelegal.com).
What’s New?
InterActive LegalSuite™ annual subscriptions include all maintenance updates and enhancements, such as these new forms and features, coming soon:
Elder Law & Special Needs Planning™
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Dynamic Help Text for Asset Protection Plan
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Medicaid Loan Calculator
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3rd Party Revocable and Irrevocable Trusts
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Sole Benefit Trust
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First Party Self-Settled Payback Trust
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Income Only Trust
Wealth Transfer Planning™
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Joint Irrevocable Trust
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Louisiana Compliance
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Installment Sale to Grantor Trust
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Pre-residuary Cash Gifts in Trust
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CRT with Term of Years Option
Essential Estate Planning™
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Louisiana Compliance
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Decoupling Options
Contact sales (321) 252-0100 for private web demonstration (sales@interactivelegal.com).
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SPECIAL OFFERS AND PRODUCT NEWS FROM OUR ALLIANCE PARTNERS |
ViewPlan® (from CCH)
CCH is offering to ILS subscribers a special 15% discount on its popular ViewPlan® presentation software. Retail Price: $1,759; special ILS
Partner Price $1,495 (1 user portable license). Contact Eliot Becker (800) 224-7477 Ext 4643 (eliot.becker@wolterskluwer.com) or Larry Kaminsky (800) 224-7477 Ext 4622 (larry.kaminsky@wolterskluwer.com).
Estate Planning Binders
ProSoft Binders provides high quality custom and stock Estate Planning binders and tabs. Custom binders stamped with logo are available (min.
25). Stock binders in black and port wine in stock for quick ship. Contact sales@prosoftbinders.com (321) 252-0093.
Visit the website at www.prosoftbinders.com.
TimeMatters® Integration Package
Use TimeMatters® 8.0 to its full potential. The Basha Systems Estate Plan Management System (a Time Matters® feature package) integrates
seamlessly with InterActive LegalSuite products. Base fee of $1,500 includes remote installation and training. (Time Matters® licensed separately). Contact sales (321) 252-0100 (sales@interactivelegal.com).
Learn more.
Free Admission to Estate Planning and Elder Law Webinars by the Country’s Leading Experts!
Please call us at 321-252-0100 or email demo@interactivelegal.com for details on how you can receive free admission to webinars like--
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Employee Benefits: Basic Rules, QTIPS, Conduit & Accumulation Trusts for Creditor Protection"
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Durable Powers of Attorney: They are not Forms!
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Asset Protection Entities of Choice
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Life Insurance as an Asset Class
Interested? Attend a demo and receive one free admission to the webinar of your choice.
Purchase a new subscription, and we'll give you access to two or more free webinars, valued at over $300!
Offer valid July 21, 2008 to October 31, 2008
Technical Enhancements to InterActive LegalSuite™
For more information or to schedule training on these new features, contact Product Support (321) 252-0097 (dhinkson@interactivelegal.com).
 JumpStart Coaching Program
Take your practice to a new level. JumpStart Coaching is a free one-on-one private training session with Teresa A. Bush, Esq., an experienced Trusts & Estate. Teresa
will work with you privately, coaching you and answering questions as you create your first estate plan. Schedule a 90-minute JumpStart Coaching session. Call (321) 252-0091 (tbush@interactivelegal.com).
Schedule a JumpStart Coaching session online.
Some Guidance from the Final Regulations on Estate Tax Inclusion for GRATs, CRTs, and QPRTs
In June 2008, the Treasury Department adopted certain final regulations with respect to the application of Code Sec. 2036(a)(1) and 2039 to so-called “grantor retained
interest trusts”…
Read
the full article.
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