InterActive Legal Shares Estate Planning Advice at Heckerling Institute Conference

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InterActive Legal will present its 2013 estate planning strategies during the Heckerling Institute Conference held in Orlando, FL.

InterActive Legal, renowned for strategic innovation in estate planning, will present a series of topical discussions for estate planners and elder law professionals during the Heckerling Institute of Estate Planning at the Orlando Marriott World Center January 14 - 18, 2013.

On January 18th InterActive Legal’s ( principal and editor-in-chief, Jonathan G. Blattmachr, JD will provide a keynote address at Heckerling's closing session. The address features Mr. Blattmachr and Diana S.C. Zeydel discussing bold strategies on how Trusts & Estates lawyers can use Life Insurance to Fund Estate Taxes, along with a review of the key presentations of the week.

On January 15 – 17, Mr. Blattmachr will join InterActive Legal’s CEO and co-author Michael L. Graham, JD, and other experts at the InterActive Legal exhibit to discuss how to ‘Stay Ahead of the Curve’ with InterActive Legal's software and its unique position to drive new business. Among the subjects the speakers will cover:

  • Batter Up! Estate Planning After 2012
  • Switch Hitting with Community Property: Garnering the Special Tax Benefits without Changing Domicile
  • Covering the Bases of De-Grantoring: Is A Release of Substitution Power Enough?
  • Payoff Pitch – A different look at QTIP Trusts

Booth visitors will also learn about InterActive LegalSuite™ -- the flexible Trust and Estate Planning Software by InterActive Legal which helps attorneys tackle complex planning challenges. The software service, with its keystone product Wealth Transfer Planning™, develops plans that are individually tailored to each client's unique circumstances in the context of current federal and state laws. Created by renowned master estate planners Jonathan G. Blattmachr, JD and Michael L. Graham, JD, this estate planning document drafting system is being used by firms of all sizes. Visitors to the InterActive Legal booth can receive a free gift when they stop by to tune-in to our stimulating legal discussions.

About InterActive Legal: ILS Management, LLC (d/b/a InterActive Legal) is a Texas limited liability company with headquarters in Melbourne, FL. The InterActive LegalSuite brand includes practice specific solutions Wealth Transfer Planning™, Essential Estate Planning™ and Elder Law Planning™. InterActive Legal ( serves legal and financial service professionals throughout the US.

SOURCE InterActive Legal

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Barbara Ebling
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