Session 3: Estate Planning During Lifetime Part 1: Incapacity Planning
Vanessa L. Kanaga, Esq., and Mary E. Vandenack, Esq.
April 26, 2025
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.
Purchase Course
$75
$75
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.
Vanessa L. Kanaga, Esq.
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.
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.
Purchase Course
$75
$75
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