March 30, 2022
@
12:45 pm
–
1:45 pm
EDT
Elizabeth Q. Boehmcke Esq.,
Teresa L. Bush Esq. and
Vanessa L. Kanaga Esq.
How can practitioners (CPAs, wealth advisers, attorneys, and insurance consultants) assist clients in the operation and administration of irrevocable trusts? What preliminary steps might be helpful to take to guide clients on proper trust administration? How can advisers facilitate more accurate and efficient trust administration? In this webinar, specific practical steps practitioners can use will be illustrated and explained.
• What should be done to improve the administration of grantor versus non-grantor trusts?
• How should swap and loan powers be administered?
• How should disclaimer and valuation adjustment mechanisms (used in many recent irrevocable trusts) be dealt with?
• What special considerations of 2021 planning should be reflected on 2021 gift tax returns?
• What ancillary documentation should be addressed to support various planning techniques?
Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.
Speakers
Elizabeth (“Beth”) Boehmcke graduated cum laude from the University of Michigan Law School in 1993. After graduation from law school through 2003, she specialized in high net worth estate planning, with an emphasis on cross-border and asset protection planning, and the representation of fiduciaries managing complex trusts and family businesses.
During her career in New York, she was an associate attorney at both Rogers & Wells (now Clifford Chance) and Hodgson Russ in New York City. After a hiatus in her legal career to care for her children, she resumed her legal career by passing the Virginia bar in 2014 and began working for the Hook Law Center, P.C., where she expanded her estate planning practice to include elder law, specifically focusing on asset protection planning for Medicaid and Veteran’s benefits.
She is a proud graduate of the University of Virginia where she received a B.A. with distinction in Psychology in 1988 and is also a graduate of SUNY-Buffalo where she received an M.A. in Clinical Psychology in 1990.
Teresa Bush joined InterActive Legal in 2007 and serves as Director of Education and Support Services.
Ms. Bush has been licensed to practice law since 1991, and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration. She began her practice in a small law firm, planning for clients of all levels of wealth. Thereafter, she practiced for a number of years in the Tax Section of Kelly, Hart and Hallman, P.C. in Fort Worth, Texas, and as an estate and gift tax consultant for the Dallas office of Ernst & Young, in both cases focusing on planning for very high net worth clients.
Ms. Bush received her J.D. from the University of Texas School of Law, where she was a research assistant for Professor Stanley M. Johanson. She studied at Edinburgh University and the London School of Economics prior to obtaining a B.A. in Economics and Political Science from Rice University in Houston. While studying abroad, she worked as an intern for a Member of Parliament in the British House of Commons.
Ms. Bush taught legal research and writing as a Teaching Quizmaster in law school, and later taught estate planning extension courses for American College of Financial Services CLU candidates. She has presented several online webinars on estate planning and drafting topics, and is the author or co-author of a variety of estate planning articles.
Vanessa Kanaga serves as CEO of InterActive Legal. Vanessa received her J.D. from Cornell Law School and holds a B.A. in Philosophy from Wichita State University, as well as an Advanced Professional Certificate from New York University School of Law. She is licensed in New York, Kansas, and Arizona, and currently lives in Arizona. Prior to joining InterActive Legal in 2013, Vanessa practiced in New York, at Milbank LLP and Moses & Singer LLP, and in Kansas, at Hinkle Law Firm, LLC. She has experience in a range of estate planning matters, including high net worth tax planning and asset protection planning.
In her role as CEO, Vanessa oversees strategic planning and development of InterActive Legal services and solutions, working with her valued colleagues to continuously provide reliable content and forward-thinking strategies to the estate planning and elder law attorneys who subscribe to InterActive Legal products. Vanessa also serves as the Moderator for the InterActive Legal Roundtable webinar series, fostering collegial discussion among a group of expert panelists on trending topics in estate planning.
