Tax Series Session 4: Designing Trusts for Tax and Other Purposes
Vanessa L. Kanaga, Esq.
October 10, 2024
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
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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.
Purchase Course
$50
$50
or get it as part of the following subscription:
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