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InterActive LegalSuite™ Practice Systems
Estate Planning
Gift Tax Safety Nets for Installment Sales to Grantor Trusts
Please scroll down to Articles of Interest to access this article.
Elder Law
Avoiding Liability When Accepting or Rejecting a Durable Power of Attorney
Please scroll down to Articles of Interest to access this article.
Continuing Education Programs
InterActive Legal and NAEPC host continuing education webinars. Nationally known speakers deliver high quality education at a very competitive price. Special pricing
($85) for NAEPC members and InterActive Legal subscribers; $95 for all others. Packages of 6, 12 and 24 webinars are available at significant discounts. For more information, contact Thea
DeDyne (321) 252-0098 (tdedyne@interactivelegal.com).
On the Road Again: Fall 2008
InterActive Legal is proud to support NAELA, NAEPC, the ABA, and many other organizations. We exhibit 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™.
Not attending these events? Schedule a private web demonstration. Contact Sales (321) 252-0100 (sales@interactivelegal.com).
Philip Heckerling Conference January 2009
Come see what new and exciting additions we have for you practice! Also, stop by our booth and say hello to Jonathan G. Blattmachr, Michael L. Graham and Andrew H. Hook
along with InterActive Legal’s own fabulous Account Executives. Also, ask about our Heckerling Promotion.
See You at Heckerling 2009! Get the details now!
What’s New in InterActive LegalSuite?
Elder Law & Special Needs Planning™
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Drop-Down lists in powers of attorney and medical directives
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Ancillary documents for new states
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Expanded Help Text in the Asset Protection Plan
Wealth Transfer Planning™
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Installment Sale to Grantor Trust profiles
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Joint Irrevocable Trust
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Further enhancements to Irrevocable Trusts in Louisiana
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New Term of Years option in the CRT
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Drop-Down list powers of attorney and medical directives
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Ancillary documents for new states
Contact sales (321) 252-0100 for private web demonstration (sales@interactivelegal.com).
Good News for Louisiana Practitioners!
Wealth Transfer Planning™ has now been enhanced to add Louisiana state-specific concepts such as Usufruct, Forced Heirs, the Poser to Redirect Trust Property, and much
more!
Get the details here.
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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).
 InterActive LegalSuite™ Updates
Product Release: Version 4.8 on December 31, 2008 – Our Technical team has been working on several strategies to make LegalSuite run faster and more efficiently.
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Reorganization of template data files to make the document interviews run faster and the documents assemble quicker
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Better methods of accessing Word to minimize conflicts
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Restructuring our customized Word toolbar to resolve conflicts with Word’s own toolbars
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Improvements to the interface to better handle screen resolutions
For more information on these new features, contact Product Support (321) 252-0097 (dhinkson@interactivelegal.com).
 Training & Education
Free Drafting Webinars (semi-monthly, 12-1 ET). Call (321) 252-0100. For InterActive Legal Customers Only!
Download Drafting Webinars 2009 Brochure.
If you are interested in any of the Training Courses, please visit
http://www.interactivelegal.com/support/training.php then click on “see schedule” and register for the class you want. Questions, contact Teresa Bush at
tbush@interactivelegal.com.
Estate Planning
Gift Tax Safety Nets for Installment Sales to Grantor Trusts
Download the article.
Elder Law
Avoiding Liability When Accepting or Rejecting a Durable Power of Attorney
Download the article.
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