See-Through Trust Planning: Stretch, but Avoid Contortions

I would like to start this post with a potentially controversial statement:  When planning for qualified retirement plans and IRAs (which I will sometimes refer to as “retirement benefits”), achieving the longest “stretch-out” period for distributions is not always the most important goal. 

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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.

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