Session 3: Estate Planning During Lifetime Part 1: Incapacity Planning

Airing on Tuesday, April 9th @ 1 pm ET

This session is part of the InterActive Legal Academy Estate Planning Basics Series

Faculty

Vanessa L. Kanaga Esq. and Mary E. Vandenack Esq.

Course Description

Planning for incapacity can be more important than planning for death, but the two often overlap. In this session, we will discuss documents commonly used for incapacity planning, one of which is a Revocable Trust, which is also used to transfer property at death. The speakers will cover how Revocable Trusts operate, and other options for naming someone to handle a client’s affairs in the event of incapacity, such as using a Power of Attorney or Guardianship. We will also focus on health care directives, which allow a designated person to make health care decisions if the client is unable to do so.

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Faculty Bios

Vanessa L. Kanaga Esq.

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.

Mary E. Vandenack Esq.

Mary Vandenack brings extraordinary energy and focus to her work for clients. A founding member and the firm’s managing partner, Mary is an expert in the interrelated areas of tax, business, real estate, health care, private wealth, estate planning, business succession planning and asset protection planning. Acting as outside legal counsel for closely held businesses in conjunction with the ability to proactively address the legal issues of business owners is an area of special expertise. Mary is an innovator in the integration of technology into the practice of law. Under Vandenack’s guidance, the firm has been on the leading edge of client service and technology. Mary won the American Bar Association James I. Keane Award, presented at Techshow 2015, in recognition of her efforts in the area of e-lawyering.