Session 3: Designing Trusts for Tax and Other Purposes
Airing on Thursday, October 10th @ 1 pm ET
This session is part of the InterActive Legal Academy Estate Planning Tax Series
Faculty
Course Description
In this session, we will illustrate different types of trusts that can be incorporated into an estate plan, for both tax and non-tax purposes. The presenter will cover a variety of options for drafting trusts for the benefit of different beneficiaries.
- Distribution Standards
- Trust duration – advantages of lifetime trusts
- Powers of Appointment – types and tax effects
- Limiting powers of “interested” trustees
Faculty Bio
Vanessa Kanaga currently serves as InterActive Legal’s Special Advisor on Estate Planning and Legal Strategy. She is the former 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 2024, Vanessa returned to the practice of law. She is Of Counsel at Becker and House, PLLC in Scottsdale, Arizona.