Foundational Estate Planning Series

The Concept of “Both/And” in Estate Planning

Guest: 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 and Kansas, 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.

April 5, 2022
Taking two concepts that seem contradictory and holding them at the same time.  This is the theory behind the yoga-based concept of both/and”.  On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsenand her guest Vanessa Kanaga, CEO of InterActive Legal discuss how this concept can be applied in Estate Planning.  Doing what the client wants and what your legal training tells you can be contradictory.  Can both/and help resolve this issue?  How can you apply it when picking a Trustee?  Listen in to learn the ways that both/and can help alleviate conflicts that may you encounter.