InterActive Legal Launches Estate Planning Academy for Practitioners

Melbourne, FL- InterActive Legal, a knowledge company and software solutions provider in the legal arena of trusts and estates, elder law, and special needs planning has officially launched the “InterActive Legal Academy” for estate planning attorneys.  Designed by the leading experts in the U.S., the InterActive Legal Academy is a platform for learning from experienced attorneys about estate planning, drafting estate planning documents, and transfer taxation.

Currently, the Academy offers two series of courses:  the Estate Planning Tax Series and the Estate Planning Basics Series.  Each series includes twelve hours of instruction over a four-week period, presented by a faculty with decades of varied estate planning experience.   During each week of the program, attendees will participate in substantive sessions on Tuesday and Thursday, followed by a special workshop session on Friday to review what was learned during the week, show examples of drafting documents using those concepts, and answer any questions presented.

An initial “soft launch” of the InterActive Legal Academy in the Fall of 2022 met with unprecedented success, with just under 200 attorneys in attendance for the Estate Planning Tax Series.  That series focused on the fundamentals of estate and gift taxation and foundational planning to minimize transfer taxes. The basic principles of generation-skipping transfer (GST) tax and income taxation of trusts and estates were also covered.

On May 8, 2023, the InterActive Legal Academy will offer the Estate Planning Basics Series, an introduction to estate planning documents and concepts, with a focus on how property is transferred both at death and during lifetime.  Tuition for this inaugural session is greatly discounted from $599 to $399 and will run for four weeks ending on June 6, 2023.  Existing InterActive Legal subscribers receive a further discount bringing their cost down to $99, a tremendous subscriber value.   Enrollment begins soon and is open to existing estate planning attorneys, paralegals, and attorneys transitioning to estate planning. Bookmark this page to watch for an announcement.

Recordings of each session and workshop will be available to registrants in the InterActive Legal Academy portal on the ILS website, behind the registrant’s login credentials.  Recordings of each session or workshop will be available after the air date of that session or workshop and will remain available for 30 days following the final workshop of the series.  Handouts from all instruction sessions and workshops will also be available for 30 days following the final workshop of the series.

CLE credit may be available only for sessions attended live, depending on state rules.

About InterActive Legal:

InterActive Legal, headquartered in Melbourne, FL, is a leading provider of software solutions and practice development initiatives to the estate planning, elder law, and special needs planning community nationwide.  InterActive Legal’s automated document drafting suites helps legal practitioners in this arena make quantum gains in efficiencies and accuracy, thus enabling them to better represent the needs of their clients.