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InterActive Legal
Melbourne, FL, USA
InterActive Legal is the premier knowledge company for lawyers specializing in Elder Law, Estate, and Special Needs Planning.
Interests: Elder Law, Estate Planning, Wealth Planning, Legal Drafting,
Recent Activity
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by Candace Wells, COO and Law Business Strategist, Attorney Alchemy You’ve probably heard that policies, procedures, systems, and processes will not only save your sanity, but also make you and your team more efficient. Maybe you even “get” it and want to document your processes, but don’t know where to... Continue reading
Posted Jul 17, 2018 at Interactive Legal Blog
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Practitioners who regularly work with special needs clients are probably aware that the Social Security Administration ("SSA") released revisions to the Program Operating Manual System ("POMS") on April 30, 2018. But since many of us are still processing the revisions, I hope to highlight some of them for those of us who are between CLE sessions. Continue reading
Posted Jul 3, 2018 at Interactive Legal Blog
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InterActive Legal was recently certified by Industry Era, a digital technology magazine that features enterprise solutions that can play a key part in redefining the business goals of organizations, as one of the “10 Best Technology Solution Providers of 2018”. Continue reading
Posted Jul 3, 2018 at Interactive Legal Blog
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You’ve spent months, years - maybe even decades - serving your clients and building your business. You’ve probably spent just as long assembling the team that helps you do it all. You brought them onboard, trained them; you know they know what they’re doing and they do a good job. You may even give your team pretty regular feedback so they continue to improve and learn how to do new things. Maybe you go a step further and conduct a formal review every year. This is probably the time that you discuss job performance and maybe dole out a raise or two. Bravo! These are all the trademarks of a good boss and you’re probably miles ahead of the curve. But, have you ever coached your team? Continue reading
Posted Jun 26, 2018 at Interactive Legal Blog
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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, announced this month the promotion of its 5-year veteran Director of Content Development, Vanessa Kanaga, to the office of President effective July 1st, 2018.... Continue reading
Posted Jun 21, 2018 at Interactive Legal Blog
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Letha Sgritta McDowell, CELA, InterActive Legal On April 17, 2018, the acting director of the Centers for Medicare and Medicaid Services issued a policy clarification to all state Medicaid Directors regarding the imposition of penalty periods for individuals requesting Home and Community Based Services. The reaction to this guidance is... Continue reading
Posted Jun 4, 2018 at Interactive Legal Blog
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Hiring a new employee is an exciting time in your business. If it’s time to hire some help, it means you’ve met your goals and are anticipating more growth. Continue reading
Posted May 20, 2018 at Interactive Legal Blog
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Vanessa L. Kanaga, InterActive Legal If you are like most of my colleagues, the title of this piece had you grinding your teeth. In the hopes that you might consider me a credible source and continue reading, allow me to state that I know the term "irregardless" is generally considered... Continue reading
Posted May 9, 2018 at Interactive Legal Blog
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With over 2.6 million deaths in the U.S. each year, family offices, wealth managers, loved ones and attorneys are often not prepared to effectively erase an electronic footprint and secure digital assets of the deceased. Continue reading
Posted May 1, 2018 at Interactive Legal Blog
Posted Apr 30, 2018 at Interactive Legal Blog
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Sally Chung, CFP, ChFC, JD, Elder Law Planning® subscriber, bestows a “basket of thanks” upon InterActive Legal’s Teresa Bush Recently, InterActive Legal Director of Education and Support Services, Teresa Bush, received a sincere and generous “Thank You” from subscriber Sally Chung, who migrated over from a competitor in the Elder... Continue reading
Posted Apr 17, 2018 at Interactive Legal Blog
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The Clayton QTIP works very much like a disclaimer, because both are post-mortem tools for funding a bypass trust. Continue reading
Posted Mar 13, 2018 at Interactive Legal Blog
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Some attorneys feel that Elder Law and Estate Planning are distinct disciplines, and that a focus on one or the other for each individual client is critical. Others are of the opinion that Elder Law is really just good Estate Planning. Said another way, Estate Planning itself is already the... Continue reading
Posted Mar 8, 2018 at Interactive Legal Blog
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Elizabeth Q. Boehmcke hired as Content Attorney Melbourne, FL — InterActive Legal is pleased to welcome estate and elder law planning attorney Elizabeth Q. Boehmcke to the company’s growing legal team. As the newest of InterActive Legal’s dedicated on-staff attorneys, Beth will work with the other members of the Content... Continue reading
Posted Feb 25, 2018 at Interactive Legal Blog
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On February 15, 2018, STEP Orange County recognized Jonathan Blattmachr, the Founder of Pioneer Wealth Partners, Co-Founder and Editor-in-Chief of Interactive Legal, and Director of Estate Planning of Peak Trust Company, for his decades of contribution to the estate planning industry. He was awarded with STEP Orange County’s first Lifetime of Service Award. Continue reading
Posted Feb 20, 2018 at Interactive Legal Blog
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Author: Joanne Marcus, MSW Commonwealth Community Trust, Richmond, VA This is the third article in a series on Pooled Special Needs Trusts. Click here to read the first installment, An Overlooked Planning Option: Pooled Special Needs Trust. Medicare Set Asides (MSAs) are common in the Workers’ Comp field and may... Continue reading
Posted Jan 30, 2018 at Interactive Legal Blog
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A brand new book, Estate Planning Under the 2017 Tax Reconciliation Act, by Martin Shenkman, Jonathan Blattmachr, and Joy Matak explains many of the new provisions of this far reaching legislation and explores how planning will change, with an emphasis on estate and transfer tax planning and tax planning for individuals. Continue reading
Posted Jan 21, 2018 at Interactive Legal Blog
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Author: Charley Mann, Chief Marketing Officer, Great Legal Marketing Rolling over into a new year has special implications for any attorney dealing with long-term financial planning, such as estate planning, elder law, and special needs planning. Many “planning attorneys” like you are handling responsibilities with tax season for clients and... Continue reading
Posted Jan 4, 2018 at Interactive Legal Blog
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Due to changes brought about by the new tax law, some charitably-motivated clients may wish to act now to make the most of the charitable deduction. Continue reading
Posted Dec 27, 2017 at Interactive Legal Blog
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The number one concern among Beneficiaries and Advocates regarding a pooled special needs trust (PSNT) is understanding how the trust and disbursement process work. Accessing the trust and requesting disbursements should not be frustrating. Upfront explanation of how the disbursement process works and how and why decisions are made can help your client avoid confusion. Continue reading
Posted Dec 18, 2017 at Interactive Legal Blog
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In 2018, we recommend you do one thing to market your business. Engage in digital marketing. When people search for the services you provide, they need to find your practice. Continue reading
Posted Dec 11, 2017 at Interactive Legal Blog
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Jonathan Blattmachr is chosen as winner of 2017 Hartman Axley Lifetime Service Award from the NAEPC Continue reading
Posted Nov 20, 2017 at Interactive Legal Blog
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Author: Joanne Marcus, MSW Commonwealth Community Trust, Richmond, VA According to the U.S. Census Bureau, nearly thirteen percent of the population has a disability. Estate planning, elder law and special needs planning attorneys often utilize inter vivos or testamentary special needs trusts (SNTs) when helping clients establish a plan to... Continue reading
Posted Nov 16, 2017 at Interactive Legal Blog
Posted Aug 4, 2017 at Interactive Legal Blog
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InterActive Legal announces the appointment of Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, as a member of the InterActive Legal Advisory Board. Continue reading
Posted Aug 3, 2017 at Interactive Legal Blog