Session 6: Lifetime Planning Using Trusts
Airing Thursday, October 19th @ 1pm ET
This session is part of the InterActive Legal Academy Estate Planning Tax Series
Faculty
Course Description
This session will focus on transferring property away during lifetime, rather than at death. Lifetime gifts can save estate taxes in the long run, or might be made for other reasons, such as to provide wealth for family members or to plan for Medicaid.
- Using lifetime gifts to reduce estate tax – including annual exclusion and Crummey powers
- Making larger gifts to use the exemption
- Trusts for Medicaid planning
Faculty Bios
Mr. Blattmachr is a Principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY and of the Alaska, California and New York Bars. He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America. He has written and lectured extensively on estate and trust taxation and charitable giving.
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 an Associate Attorney at Greengard Law Firm, PLC in Phoenix, Arizona.