(888) 315-0872
info@InterActiveLegal.com

• HOME

• Products

• Support

• About Us

• News and Events

• Members Area

•  

Jonathan G. Blattmachr
Editor-in-Chief

InterActive Legal Systems

Corporate Headquarters
100 Highland Park Village
Suite 200
Dallas, TX 75205

Michael L. Graham
President & CEO

Patricia A. McLelland
Chief Operating Officer

Sales
(888) 315-0872
sales@InterActiveLegal.com

Support
For content support:
content@InterActiveLegal.com
All other support (including technical):
support@InterActiveLegal.com

Learn More
Legal Updates and Drafting Tips are archived online.
Click Here to research
the Archives.

Feedback
Click here to send us your questions, comments, or suggestions.

Subscribe
Click here to receive this e-newsletter every month.

InterActive Legal Systems is not affiliated with any former owner of Wealth Transfer Planning.

Research the Archives

Click on any bulleted item below to view that issue's topics.

• February 2008

  • Medicaid Transfer of Asset Penalty: How Does it Work?

  • Something Important:
    Preparer and Advisor Penalties and Notice 2008-13

• Winter 2007

  • Some Thoughts on Forfeiture, Mediation and Arbitration in Estate and Trust Litigation

• Fall 2007

  • New WTP Form: ExtraCrummeyTrust(sm): It May Be the Best Annual Exclusion Vehicle Around

• August/September 2007

  • An Alternative Strategy to Make Spousal Estate Tax Exemptions: Specially Designed QTIP Formed from the Revocable Trust of the Surviving Spouse

  • Tech Tip: Customize the SmartContent Tree Appearance

• May/June 2007

  • The Supercharged Credit Shelter TrustSM Super Idea for Married Couples Is Now on WTP

  • Time Matters® Integration Package
    

  • Coming Soon! WTP Header and Footer Functions

• March/April 2007

  • The Issue of "Issue"

  • Wealth Transfer Planning V4.0 Release Notes [PDF]

• January/February 2007

  • Fingernails on a Blackboard: Thinking About the Possibility of Carryover Basis in 2010

• November/December 2006

  • Cascading Crummey Powers

  • Managing WTP Discussion Forum Email Traffic

• August/September 2006

  • Estate Planning Aspects of the Pension Protection Act of 2006

• June/July 2006

  • IRAs, QTIPs and the Marital Deduction,
    Lessons Learned from Revenue Ruling 2006-26

  • New: Import Contact Records From Microsoft Outlook

  • Exiting the Wealth Transfer Planning Program

• March/April 2006

  • An Introduction to Parallel GRATS

  • Disabling WTP's Login Requirement

• January 2006

  • Making GRATs Efficient: Estate Planning Strategies

• November 2005

  • A Few Words About Joint Trusts

• September 2005

  • Six Steps to a Marital Deduction for a Walton GRAT or
    How I Learned to Love the Bomb

• June 2005

  • The Application of Circular 230 to Estate Planners

  • Maintaining System Data in Wealth Transfer Planning

• May 2005

  • No Fear, Chawla and the ILIT: Past, Present, and Future

• April 2005

  • WTP'S New Provisions Provide Substantial Planning Opportunity for Married Couples in States with Exemptions Smaller Than the Federal Exemption

• March 2005

  • The Application of Circular 230 to Estate Planners

• February 2005

  • A Spring in Your Step: Answering the HIPAA "Springing Medical Power of Attorney" Question

• January 2005

  • The Tax Apportionment Clause -- Two Important Matters

  • Trusts -- Appointment of Trustees Under WTP System

  • Wills -- Appointment of Fiduciaries Under WTP System

• November 2004

  • Non-Tax Advantages of Family Limited Partnerships

• October 2004

  • Outright v. In Trust Transfers: How to Decide What is Best

• September 2004

  • Estate of Thompson and the Family Partnership: Its Lessons

• August 2004

  • Drafting to Avoid a Growing Concern of Section 411 
    of the UTC and Other State Law Conferred Rights and Powers

• June 2004

  • Estate of Kimbell: Its Potential Effect on Strangi-Type FLPs

• May 2004

  • Blocking Gifts by Fiduciaries by Will and Trust Provisions

• April 2004

  • An Introduction to Drafting and Related Challenges
    and Opportunities Under the New Income Regulations

• March 2004

  • Planning for the HIPAA Privacy Rule

• February 2004

  • Some Considerations in Deciding if a Trust Should be a Grantor Trust

• December 2003

  • HIPAA Privacy and the Incomplete Trustee

  • Creating Mirror Image Documents in WTP

• November 2003

  • Stone v Strangi -- Don't Get Too Excited; Section 2036 is Still There for FLPs

• October 2003

  • Avoiding the Strangi II Legacy for Old & New Partnerships

  • Cash Gifts -- Not So Simple

[ This Month's Newsletter ] [ ILS Home Page ] [ Previous Page ]