InterActive Legal

InterActive Legal InterActive Legal connects your practice to renowned experts, extensive continuing education, elite forums, smart document drafting tools, and more.

Founded by renowned master estate planners Jonathan G. Blattmachr and Michael L. Graham, InterActive Legal connects your practice to renowned experts, extensive continuing education, elite forums, practitioner referral network and “smart” document drafting tools. Our community of attorneys embrace the future of the practice of law and are empowered through collaboration with our authors, editors

and industry thought leaders. We serve those who practice in the areas of Trusts and Estates, and those who practice in the area of Elder Law and Special Needs Planning. Our community of attorneys embrace the future of the practice of law and are empowered through collaboration with our authors, editors, and industry thought leaders.

A New JCT Report Just Changed the Fiduciary Tax Conversation. A single footnote in a brand-new Joint Committee on Taxati...
06/02/2026

A New JCT Report Just Changed the Fiduciary Tax Conversation. A single footnote in a brand-new Joint Committee on Taxation report could quietly rewrite how trusts and estates are taxed.

The newly released JCT report — and its now much-discussed Footnote 102 — raises a question planners didn’t see coming: does Section 68’s “two-thirty-sevenths haircut” reach into fiduciary income tax? If it does, distribution deductions under §§ 651/661 and charitable deductions under § 642(c) could shrink, leaving trusts and estates with phantom income no one planned for — and exposing fiduciaries to fresh allocation disputes and risk. On Friday, June 5, three of the most respected authorities in the field — Jonathan G. Blattmachr, Robert S. Keebler, and Martin M. Shenkman — break down what the report actually says and what it means for your clients.

Reserve your seat for this free 55-minute briefing. https://buff.ly/JDBrHLr

⏳ Final Reminder Before We Kick Off! Teresa Bush and Lisa Briley are excited to see everyone at the 50th Annual Advanced...
06/02/2026

⏳ Final Reminder Before We Kick Off!

Teresa Bush and Lisa Briley are excited to see everyone at the 50th Annual Advanced Estate Planning & Probate Course starting tomorrow!
📍 Hyatt Regency Frisco
📅 June 3–5

Be sure to visit the InterActive Legal booth and meet Lisa Briley for a personalized demo of our powerful estate planning and drafting solutions.
✨ Streamline your workflow
✨ Access valuable resources
✨ Grow your practice

👉 Don’t miss the chance to connect—we’ll see you there!

🔗 https://buff.ly/2cKoe4k

Still drafting estate plans from scratch? There's a faster way.InterActive Legal gives you attorney-drafted documents th...
06/01/2026

Still drafting estate plans from scratch? There's a faster way.
InterActive Legal gives you attorney-drafted documents that stay current. You answer the interview, your plan builds itself. Minutes instead of hours.

Take a look 👉 interactivelegal.com

"In law school they obviously don't prep you for drafting these documents — and when my boss got me set up with InterAct...
05/29/2026

"In law school they obviously don't prep you for drafting these documents — and when my boss got me set up with InterActive Legal, it was the greatest learning experience." — Dana Dobosz, Attorney at Dobosz Law Offices, P.C., Elgin, IL

Worth thinking about for any firm with a new associate. Drafting estate planning documents isn't something law school covers — and how a young attorney learns it shapes the next decade of their practice.

Estate planners: how did you learn to draft your first will or trust — mentor walked you through it, or were you on your own with a precedent file?

🎥 https://buff.ly/x7jxEDs

We arrive tomorrow! 👋 InterActive Legal is on the way to the NAELA 2026 Annual Conference in Milwaukee, and we’re lookin...
05/28/2026

We arrive tomorrow! 👋

InterActive Legal is on the way to the NAELA 2026 Annual Conference in Milwaukee, and we’re looking forward to connecting with elder and special needs law professionals from across the country.

Stop by our exhibit booth to meet Steven Palumbo and Attorney Rebecca Strub and see how our comprehensive planning and drafting system can support your practice.

See you at NAELA!
🔗 https://buff.ly/NrO698D

🚨 Estate Planning Attorneys—Are You Attending? 🚨 The 50th Annual Advanced Estate Planning & Probate Course is right arou...
05/27/2026

🚨 Estate Planning Attorneys—Are You Attending? 🚨

The 50th Annual Advanced Estate Planning & Probate Course is right around the corner, and InterActive Legal will be there!

💡 Stop by our booth to:
✔️ See live demos of our drafting systems
✔️ Discover time-saving tools for your practice
✔️ Connect with Lisa Briley & Teresa Bush

📍 Hyatt Regency Frisco | June 3–5

🔗 https://buff.ly/2cKoe4k

New on the InterActive Legal Attorney News Blog: When Clients Have Global TiesA U.S. client owns a vacation home in Tusc...
05/26/2026

New on the InterActive Legal Attorney News Blog: When Clients Have Global Ties

A U.S. client owns a vacation home in Tuscany. Another holds a green card but spends half the year in Mexico City. A third is a Canadian citizen with a Manhattan pied-à-terre. Same estate planning conversation? Not even close.

When clients have ties to another country, the U.S. estate tax framework shifts dramatically — and the difference between “resident” and “nonresident non-citizen” can mean a $15 million exemption or a $60,000 one.

In her latest article, Rebecca Strub, Esq. walks through the framework every estate planner needs when a client’s life (or assets) cross a border:

• How residency is actually determined for estate tax purposes
• Which assets count as “U.S.-situated” for nonresident non-citizens (with statutory carve-outs that may surprise you)
• Why “I revoke all prior wills” can be exactly the wrong language for clients with foreign property
• When U.S. healthcare and financial powers of attorney matter for clients who only visit

Read the full article: https://buff.ly/aDdnmRA.

Because your clients may own fi****ms, InterActive Legal has the right tool to plan for their legal & proper generationa...
05/26/2026

Because your clients may own fi****ms, InterActive Legal has the right tool to plan for their legal & proper generational transfer.

Fi****ms Trust Planning by Interactive Legal gives estate planning attorneys a complete drafting system for NFA trusts — so you can serve this growing client need quickly and confidently.

Less time drafting. More time practicing.
🔗 https://buff.ly/8ktZ9l2

As we pause to honor the brave men and women who made the ultimate sacrifice for our freedom, all of us at InterActive L...
05/25/2026

As we pause to honor the brave men and women who made the ultimate sacrifice for our freedom, all of us at InterActive Legal extend our deepest gratitude.

This Memorial Day, we remember those who gave their lives in service and recognize the importance of preserving their legacy. We are proud to support attorneys who help families protect what matters most—now and for generations to come.

Wishing you a meaningful and peaceful Memorial Day!

Headed to the NAELA 2026 Annual Conference? Be sure to stop by the InterActive Legal exhibit booth! Meet Steven Palumbo ...
05/22/2026

Headed to the NAELA 2026 Annual Conference? Be sure to stop by the InterActive Legal exhibit booth!

Meet Steven Palumbo and Attorney Rebecca Strub and learn how our Elder Law Planning™ system supports elder law attorneys through both the planning phase and the preparation of documents needed to execute modern Medicaid strategies—helping maximize benefits for your clients.

We’d love to connect with you in Milwaukee.

🔗https://buff.ly/NrO698D

Address

202 N. Harbor City Boulevard , Suite 200
Melbourne, FL
32935

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+13212520100

Website

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