This subscriber drafting webinar will focus on drafting wills and trusts in your InterActive Legal drafting system in situations where estate taxation is completely irrelevant. We will consider how to select from the available profiles in all practice systems when there is no need for estate tax planning, how to turn “off” tax planning options that may be inadvertently triggered in document interviews, and how to dispose of property to the client’s spouse, descendants, and others, either outright or in trust. Options for each type of disposition will be examined, including the detailed options for designing continuing trusts for a surviving spouse and descendants.
We will also highlight options in the document interviews that add flexibility but could be disabled to generate simpler documents, and discuss how to create personalized defaults (custom profiles).
This webinar is appropriate for users of all practice systems.
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