We’ve all seen the headlines in recent months. We are living through the greatest transfer of generational wealth in human history (or so the hyperbole goes).
Whether it is the greatest in history or not is a debate for scholars. However, the magnitude of wealth the baby boomer generation is passing to successive generations is undeniable. This webinar is aimed at helping estate planning attorneys identify specific strategies and tactics they could and should be using right now to attract multigenerational clients, expand their client base, and secure the futures of their clients as well as their own estate planning practices.
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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.
Matt holds a B.A. in Speech Communications and has been InterActive Legal’s Director of Marketing & Sales since August 2016. He brings a Renaissance background and a distinguished sales and creative career to his role at Interactive Legal.
As a former financial sales executive with 14 years’ experience in mortgage banking and financial services, Matt served as the Corporate Sales Trainer to a field force of 75 Loan Officers for a regional bank in the mid-Atlantic area. He pioneered the production of sales training videos in the mortgage lending arena. “Matt knows how to take a message to the marketplace!” proclaimed the President of the bank that Matt once worked for.
Since joining InterActive Legal in 2016, Matt and his team have tripled sales volume, and has helped ILS earn the leadership position it presently holds in the marketplace.
Laura Cowan is the founder of the Law Office of Laura Cowan, a boutique NYC estate planning firm. Ms. Cowan is also the creator of 2-Hour Lifestyle Lawyer™, a groundbreaking program teaching lawyers how to launch and market a virtual estate planning practice. She has been named a Super Lawyer™ 2018-2024, has a perfect 5-star online rating, has spoken at UN Headquarters, and has been featured in Forbes and Entrepreneur. Laura lives in New York City and enjoys running in Central Park and going to the New York City Ballet.
Meet Audrey Ehrhardt, Esq., CBC, the CEO of Practice42, who brings a wealth of experience in creating and managing successful law practices and businesses across the country. As a licensed attorney in Florida and a certified behavioral consultant, Audrey's expertise is invaluable for lawyers and their teams grappling with the complexities of today's legal landscape. She's a prominent national speaker, addressing key topics like elder law, estate planning, business growth, team dynamics, legal marketing, and the integration of technology in legal services. She is a certified consultant for many of the legal practice management software options available to lawyers today. Her innovative approach is evident in her own virtual law firm, which she operates from Florida, leveraging cutting-edge technology. Audrey's vision and leadership in Practice42 reflect her commitment to pioneering solutions for the evolving challenges in the legal profession.
Chris Goade is co-founding partner of 360 Consulting, where the mission is to drive businesses to achieve exponential growth. 360 Consulting was developed on the founding principles of helping clients develop scalable sales systems and winning performance-based teams that achieve revenue growth and profit goals. The results of Chris’ work and the 360 Consulting methodologies and process are successful at identifying gaps using an outside, diverse perspective and focusing on how businesses can produce repeatable and sustainable sales results. Chris works with leaders to get out of the weeds so they can work on their businesses at a higher level.
Through blended experience, from international corporations to entrepreneurial start-ups and years of consulting with small and mid-sized companies, Chris developed a unique skill set which allows him to identify the issues that are not producing results and implement those that do. His innovative and transformational approach helps business leaders execute with purpose resulting in revenue and profit growth so they can achieve their visionary goals.
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