Legal Visionaries – a weekly podcast discussing updated legal news, evolving methods of providing legal service, and law practice issues. Host Mary Vandenack will talk to experts from around the country about closely held businesses, tax, trusts and estates, legal technology, law firm leadership and wellbeing.

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Business Strategies

Strategies for Valuing Complex and Unusual Entities

EvanNainesh


GuestS:
Nainesh Shah and Evan Levine
Founding Partners
Complete Advisors

January 30, 2024

On today’s episode our host, Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, dives into the intricate world of valuing complex and unusual entities.  Her guests today are Evan Levine and Nainesh Shah, founding partners at Complete Advisors, a New York valuation and advisory firm.  Together, they unravel the specific challenges associated with valuing unique entities, shedding light on key factors to consider, preferred valuation methods, and insights into handling valuation intricacies for start-ups and early-stage companies.  Tune in now for the information needed to navigate the complexities of high-stakes estate planning.

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Strategic Tax Planning Unwrapped: Exploring Tax-Exempt Trusts

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murray-profile-pic


Guest:
David Murray
Vice President
 Sterling Foundation Management, LLC

January 2, 2024

Welcome to Legal Visionaries!  In this episode, our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, and business exit planning, and an inductee into the NAEPC Hall of Fame, and David Murray, Vice President of Sterling Foundation Management, LLC uncover a lesser-explored avenue in tax and income planning – tax-exempt trusts under IRC Section 664.  Join us as we explore the intricacies of these trusts – what they are, how they are created, and their inner workings.  Whether you are a seasoned investor or just delving into the world of tax planning, this episode offers valuable information and practical examples that shed light on a tax and income planning option that might not be on everyone’s radar. 

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Professional Wills for Mental Health Practitioners

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Guest:
Mary Vandenack
Founder, CEO, Managing Partner
Vandenack Weaver LLC

December 12, 2023

In this episode of “Legal Visionaries,” we’re turning the tables as Cheri Duryea, President of Duryea Strategic Marketing, takes on the role of the host, interviewing Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC on the topic of “Professional Wills for Mental Health Practitioners.”  Mary sheds light on why this concept has emerged as a pressing issue for mental health practitioners.  With her extensive legal expertise, she discusses the essential components that should be included in such a will, the intricacies of confidentiality rules, and the critical practice uses that practitioners in the mental health field should carefully consider.  Don’t miss this engaging conversation that explores the intersection of law and mental health practice.

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Navigating Business Transitions:  A Comprehensive Guide to Business Continuity Planning

Abby Arcishewsky


Guest:
Abby Arcishewsky
President of Archway Consulting

November 21, 2023

Join our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, as she engages in a dynamic conversation with Abby Arcishewsky, President of Archway Consulting.  Together, they unravel the intricacies of business continuity planning, offering valuable insights for business owners at every stage.  Explore the fundamental questions surrounding business transitions.  Gain clarity on the influence of tax laws and understand the diverse risks that demand consideration.  Tune in to discover the Top 3 things you can do today to pave the way for a successful transition.

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Navigating Valuation Pitfalls:  Insights from the Experts


Guests:
Nainesh Shah and Evan Levine
Founders at Complete Advisors, a New York valuation and advisory firm

October 31, 2023

Join our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, as she explores the world of business valuation with Evan Levine and Nainesh Shah, Founding Partners of Complete Advisors, a New York valuation and advisory firm.  You’ll gain insights into the intricacies of valuing both tangible and intangible assets and learn how a lack of due diligence and insufficient data can lead to inaccurate and flawed reports.  Discover the secret to identifying credible experts and gain practical advice on detecting and preventing these critical valuation errors.  

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Exploring the Evolution of Buy/Sell Agreements


Guest:
Mary Vandenack
CEO, Founder and Managing Partner at Vandenack Weaver LLC

October 10, 2023

Welcome to the latest episode of Legal Visionaries.  In this installment, we’re turning the tables as our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, takes on the role of guest and dives into the evolving landscape of Buy/Sell Agreements, shedding light on how recent rulings in the Connelly Case have impacted this crucial aspect of business and estate planning.  Join us as Mary provides a concise summary of the key takeaways from this case, which she discussed in an earlier episode, and explores the various facets of Buy/Sell Agreements.

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Building A Business From A Creative Idea


Guest:
Hannah Arington
 
Founder and Creator of Arington-E

September 19, 2023

How do ideas develop into businesses?  On today’s episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest Hannah Arington, founder and creator of Arington-E, dive into the fascinating world of entrepreneurship and innovation.  Listen in as they unravel the story of how a simple idea evolved into a thriving business focused on Vitamin E cookies for horses.  Hannah shares her background, how the idea came into existence, the challenges and rewards, insight into the product itself, and advice for aspiring entrepreneurs.

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Business and Tax Considerations Before Selling

Guest:
Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.

 

July 20, 2021
In this first episode of a series on Business Exit Strategies, Vandenack Weaver Partner Mike Weaver joins our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver, to discuss business and tax considerations when selling your business. Mike and Mary give real world examples on topics like positioning your business for the sale, what buyers are looking for, tax allocations, handling voting/non-voting shares as well as financial statement considerations and cleaning potential skeletons out of your closet. If you are considering selling your business or just want to learn more about this topic, tune in to this week’s episode of Legal Visionaries.

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Non-Disclosure Agreements When Selling Your Business

Guest:
Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.

July 27, 2021
Welcome to the second episode of a series on Business Exit Strategies. Listen in as Vandenack Weaver Partner Mike Weaver joins our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver, to discuss non-disclosure agreements when selling your business. What is a non-disclosure agreement? When should you use one and what type of information is included? Do they last forever? What are the risks if I use an online template? Do they vary by state? Learn all this and more so you can protect yourself and your information during the sales process.

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Enhancing Your Brand In Anticipation of Selling

Guest:
Cheri Duryea
After more than 25 years in marketing, Cheri opened Duryea Strategic Marketing in Oct. of 2013. Her prior experience as a client, agency and vendor has given her an unparalleled understanding of the direct marketing discipline.

August 3, 2021
In our third episode of the series on Business Exit Strategies our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver, talks to Cheri Duryea, President of Duryea Strategic Marketing, about the importance of a company’s brand when they are looking to sell, or any other time for that matter. The episode begins by defining the term brand, then moves on to discuss why a strong brand is important and how to develop one, how to measure the value of a brand and finally, some strategies to enhance a brand prior to selling. If you are a business owner, listen in for some tips you can use to strengthen your brand.

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Trust Strategies for the Business Exit

Guest:
Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.

November 9, 2021
This week on Legal Visionaries our host Mary Vandenack, the Founder and Managing Partner at Vandenack Weaver and her guest, Mike Weaver, Managing Member at Vandenack Weaver discuss some techniques using trusts that business owners should consider when selling.  What is a Grantor Trust?  How does a GRAT work?  Why and when are these trusts beneficial?  How is a NING technique used?  What requirements are needed to maintain non-Grantor status?  If you are planning to sell your business, tune in to learn about these techniques for improving the status of your income tax and estate plan.

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The Ins and “Outs” of Earn Out Agreements

Guests:
Evan Levine
Evan is the President and Co-Founder of Complete Advisors, a wealth advisory firm in the greater New York City Area.

Nainesh Shah
Nainesh is the Co-Founder of Complete Advisors, a Wealth Advisory firm based in the Greater New York City area. I bring over 25 years of experience in Business Valuation, Portfolio Management and Financial Strategy.

November 30, 2021
This week on Legal Visionaries our host, Mary Vandenack, founder and managing partner at Vandenack Weaver, talks to Evan Levine and Nainesh Shah, partners at Complete Advisors LLC, about Earn Out Agreements and why COVID brought more attention to them.  Listen in to learn the definition of an Earn Out Agreement, if they are uniform or specific, what type of payoff structures are available and the difference between diversifiable and non-diversifiable risk.  If you want to know how to evaluate an Earn Out or if you should even use one, tune in to learn from these experts.

Legacy Planning Aspect of Business Exits

Guests:
Rob Wellendorf
Rob Wellendorf is a Business Exit Planning Expert and President at Executive Wealth Strategies.

Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.

December 28, 2021
The process of selling a business can be very complex, impacted by things like who you are selling to, timeframe, and financial position. In this episode our host Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guests Rob Wellendorf, a Business Exit Planning Expert and President at Executive Wealth Strategies, and Mike Weaver, a partner at Vandenack Weaver, discuss the strategies of exiting a business and why it’s so important to have a plan. What is the legacy aspect of selling a business, why do some owners hesitate when planning for succession and what kind of options do owners have? Listen in as these experts give you tips to help you through this important process.

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Charitable Strategies for Business Exits

Guest:
Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.

January 11, 2022
In this week’s episode our host Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guest, Mike Weaver, a partner at Vandenack Weaver, discuss charitable techniques that business owners should be considering when contemplating the sale of their business. Tune in to learn about basic techniques like making a gift of appreciated stock and more complex techniques such as charitable remainder trusts including CRAT’s and CRUT’s and charitable lead trusts. Do you know which would be best for your situation? Listen in to learn some tax saving strategies.

Leaving Corporate America To Start Your Own Business

Guest:
Stephanie Sharp
An accomplished attorney with a proven track record of developing and leading the legal and compliance departments for a hospital system. Stephanie’s Expertise includes: Antitrust, Clinical Research, Contract Negotiation, Regulatory Compliance, Privacy & Information Security, Software Licensing & Information Technology, Mergers & Acquisitions, Corporate Tax, Securities, Fraud & Abuse, Commercial Real Estate.

Today’s episode is intended to give insight and practical advice to anyone who has thought about leaving corporate America to start their own business.  Listen in as our host Mary Vandenack, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Stephanie Sharp, an attorney with Vandenack Weaver Truhlsen give you some initial non-legal advice about starting your business, financial items for consideration, factors that help determine the legal structure of your business, ideas on how to protect personal assets as well as lessons learned from others who have started a business. 

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Collaborative Planning in Business Exits

Guests:
Rob Wellendorf
Rob Wellendorf is a Business Exit Planning Expert and President at Executive Wealth Strategies.

Guest:
Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.

March 1, 2022
Collaborative Planning for a Business Exit can be very beneficial for business owners.  On today’s episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guests, Rob Wellendorf, a Business Exit Planning Expert and President at Executive Wealth Strategies and Mike Weaver, a managing member at Vandenack Weaver Truhlsen explain the main vision and benefits of coordinating and collaborating with business owners and their professional advisors, the strategy that can be used to get this done and the efficiencies that come from this process.  Listen in and learn ways to improve the results of your business exit.

Using an ESOP as a Business Exit Strategy… Good Idea?

Guest:
Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.

March 22, 2022
Tune in to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Mike Weaver, a managing member at Vandenack Weaver explain Employee Stock Ownership Plans and when they might be beneficial in an exit strategy.  Learn what an ESOP is and how they work, the possible benefits for a company, information about the tax strategies, the role of employees, and much more.  Could this be an exit strategy for your business?

Elder Law

Incapacity Planning

Guests:
Emily Pattison
Emily Pattison joined Vandenack Weaver as an attorney in 2021, bringing expertise in navigating complex legislation and regulatory compliance, along with specialized training in elder law and estate planning. With her comprehensive approach, Emily ensures her clients receive individualized care in crafting their unique estate plans and business succession strategies.

Rachel Truhlsen
Rachel advises her clients in the potential tax issues that may affect these areas of practice, including ways to minimize both income taxes and potential estate or inheritance taxes.​She will explore with you, methods to avoid probate, to minimize court costs and attorney’s fees after the death of a loved one.

 

October 12, 2021
Why is Incapacity Planning important for your financial future? In this episode our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guests, Emily Pattison and Rachel Truhlsen, attorneys at Vandenack Weaver, discuss incapacity planning; the practical aspects of it and the legal documents needed. Learn the difference between mental and legal capacity, how to identify possible concerns, what conversations you need to have in regard to Healthcare Power of Attorneys and how to pick your advocate? Listen in so that you have all the steps in place to protect yourself and your loved ones.

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Life Care Planning Model

Guest:
Rachel Truhlsen
Rachel advises her clients in the potential tax issues that may affect these areas of practice, including ways to minimize both income taxes and potential estate or inheritance taxes.​  She will explore with you, methods to avoid probate, to minimize court costs and attorney’s fees after the death of a loved one.

February 15, 2022
What is a Life Care Planning Model and how does it fit into Estate Planning?  In today’s episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Rachel Truhlsen, Managing Member at Vandenack Weaver Truhlsen answer these questions and many more.  How is this model unique and why does it work so well?  What are some of the issues that come up in Elder Care law?  What is an elder care coordinator?  These days it’s more important than ever to plan ahead because crisis situations cost more money, offer fewer options and put more stress on the family.  Listen in so you are prepared.

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Foundational Estate Planning

What is a Silent Trust and Why Does It Matter?

February 6, 2024

Welcome to Legal Visionaries, where expertise meets insight into the world of high-end estate planning and legal strategies.  On today’s episode our host, Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame is joined by Vincent Thomas, a partner at Young Conaway Stargatt & Taylor LLP to shed light on the intriguing realm of silent trusts.  Tune in as they share real-life examples illustrating when a silent trust might be the perfect fit, the duty owed to beneficiaries, and how the Uniform Trust Code approaches and governs these arrangements.  We also touch on the concept of a surrogate receiving information.  Tune in for valuable insight and practical knowledge of trust mechanisms.

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Strategic Conversations:  Tactical Influence in Leadership and Communication

Guest:
Mitchell Hockenbury
1440 Financial Partners

December 19, 2023

On this episode, our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest, Mitchell Hockenbury, a multifaceted individual, with roles as an accomplished author, motivational speaker, financial planner, and former military professional, focus their discussion on his book “Tactical Influence, How I Countered an Insurgency with Words.” Mitchell shares insights into the principles outlined in his book and sheds light on how these tactics can be applied to achieve positive outcomes for attorneys and their clients.  Join us as we uncover the secrets behind Mitchell Hockenbury’s journey, offering a unique perspective that transcends military strategy and finds practical applications in the legal field.

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Transforming Your Practice:  The Client-Centric Journey

Guest:
Deirdre Wheatley-Liss
Porzio, Bromberg & Newman

November 28, 2023

In this episode, our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, is joined by Deirdre Wheatley-Liss, Principal at Porzio, Bromberg & Newman.  Together, they unpack the concept of a client-centric practice and explore the intricacies of developing and implementing such a model.  Mary and Deirdre provide valuable insights into the steps needed to cultivate this approach, offering practical tips on how to enhance the overall client experience.  Discover the importance of fostering a “culture of yes” and the role of automation in ensuring accountability throughout the process.  Tune in to gain a deeper understanding of the principles behind a client-centric practice and gain valuable takeaways that can transform the way your firm operates.

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If I Had Known About Money Then:  Wisdom That Would Have Saved $1,000,000

Guest:
Mitchell Hockenbury
1440 Financial Partners

November 14, 2023

In this insightful episode, our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, engages in a thought-provoking conversation with Mitchell Hockenbury, author of “If I Had Known About Money Then:  Wisdom That Would Have Saved $1,000,000.”  Together, they explore essential financial and life lessons that can reshape your approach to money.  Dive into discussions on the inspiration behind the book, the significance of savings rates, prioritizing financial aspects, and the legal dimensions of finance.  Uncover the role of emotions in decision-making and get a glimpse into the future with emerging technologies like blockchain and cryptocurrency.  Tune in and discover the wisdom that could potentially save you a million dollars!

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Automation and AI Opportunities for Estate Planners

Guest:
Deirdre Wheatley-Liss
Porzia, Bromberg & Newman

October 17, 2023

This episode features a conversation between our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and Deirdre Wheatley-Liss, a Principal at Porzio, Bromberg & Newman.  The discussion centers on the use of AI (Artificial Intelligence) and Automation in the practice of law, highlighting various aspects of its application in the legal field.  Key topics covered include business benefits, ethical considerations, AI policies, and examples of how the technology is currently being used.  Listen in to learn if your law firm can benefit from AI and Automation.

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Client-Focused Estate Planning:  Meeting Objectives

Guest:
Anne Burnett
Burnett Wilson Law

September 26, 2023

In the world of estate planning, one crucial factor stands out above all else:  understanding and achieving the objectives of the client.  On today’s episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, engages in thought-provoking conversations with Anne Burnett, founding partner at Burnett Wilson Law to explore the concept of client-focused planning.  Join us as we delve into the fundamental components of a comprehensive estate plan as well as real-life examples of how estate planning strategies change in response to dynamic family circumstances, such as the presence of a family business or the unique needs of a special needs child.

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Income Tax Considerations for Estate Planning, Part 2

September 12, 2023

Our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest Abbie Everist, Senior Manager in RSM’s Washington National Tax practice, are back to continue their discussion on income tax in estate planning, sharing crucial insights for optimizing your estate plan.  Here is a glimpse of what they cover:  simple vs. complex trusts, a fiduciary income tax charitable deduction, irrevocable grantor trusts, the potential impact of a divorce, and what you need for an illiquid estate.   Tune in for expert insights that can help you make informed decisions and maximize tax benefits in your estate plan.  Your financial legacy and heirs will thank you. 

Click here for “The Essential Guide to Estate Planning and Income Taxes

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Preserving Dignity in Estate Planning

Guest:
Amanda Koplin
Founder, Koplin Consulting

September 5, 2023

Providing autonomy and dignity during the estate planning process can be challenging.  On today’s episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, welcomes back Amanda Koplin, LPC, Founder of Koplin Consulting, a nationwide concierge mental health treatment service.  Their discussion aims to address concerns related to these challenges during estate planning, identifying changes and taking action, generational influences, and breaking stigmas for open conversation.  If you are an estate planner, professional, or individual wanting to navigate this complex process while maintaining autonomy and dignity for yourself or your client, this episode is for you.

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Income Tax Considerations for Estate Planning, Part 1

August 29, 2023

On today’s episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest Abbie Everist, Senior Manager in RSM’s Washington National Tax practice, unpack the critical role of Income Tax Considerations in Estate Planning.  Listen in as they share essential tips for managing passthrough business income and discuss the optimal timing for transferring partnership interests.  Discover how beneficiaries can be impacted by income tax considerations and explore the safety of S corporation status post-transfer.  Join them for Part 1 of an insightful conversation that will deepen your understanding of the intersection between income tax and estate planning.

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Alaska Trusts

Abigail O'Connor headshot

Guest:
Abigail O’Connor
O’Connor Law LLC

August 15, 2023

Why is Alaska a popular state for creating trusts?  Listen in to today’s episode when our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest, Abigail O’Connor of O’Connor Law LLC, explore the allure of Alaska for creating trusts.  Learn why someone would consider an Alaska asset protection trust, their history, the requirements to qualify, creditor protection, the estate tax consequences, and the most important considerations in choosing a jurisdiction.  Whether you’re new to trusts or a seasoned pro, this episode provides invaluable insights for informed decision-making.

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Long-Term Care Planning

Guest:
Darrin Brumbaugh
Partner and Private Wealth Advisor at Harrison Financial Services

August 8, 2023

What is Long-Term Care Planning?  From a fiduciary perspective, it is educating and bringing awareness to the challenges and expenses of long-term care.  70% of people over the age of 65 will need care for 3 – 5 years.  On today’s episode, our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC talks to Darrin Brumbaugh, Partner and Private Wealth Advisor at Harrison Financial Services about this planning process.  When should you start thinking about Long-Term Care?  What products are there to help people plan ahead?  What can you utilize to stay at home?  Listen in to get all the information that you need to protect your future.

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Family Office

Guest:
Mary Vandenack
Mary is the host of this podcast but will be the guest today.  She is the founder and CEO of Vandenack Weaver LLC.  


November 15, 2022
On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen is interviewed by Cheri Duryea, President of Duryea Strategic Marketing, about Family Offices.  “Family Office” can refer to a large variety of structures but is mainly focused on handling wealth management for a family with significant assets.  The episode covers the types of structures, considerations for establishing a family office, tax benefits, and a single family vs. multi-family office.  Listen in to learn all the tasks that can be handled through a Family Office and whether this structure might be right for you.

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Comprehensive Estate Planning through Professional Collaboration

Guest:
Brady Marlow
Brady’s experience in the financial planning industry dates back to 2001 when he started his own practice. Now at Carson Wealth, Brady is a Wealth Planner on the Carson Private Client team.

August 24, 2021
This week we are launching the first episode in our series on Foundational Estate Planning with guest, Brady Marlow, a Certified Financial Planner with Carson Wealth. Our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver talks with Brady about how to consolidate recommendations, quiet the noise from too many voices, and how to best use multiple disciplines to gain the smartest strategies for your estate plan. This podcast is particularly helpful for Entrepreneurial families. Listen in to learn how collaboration can be more cost-effective and provide a centralized, decision-making dashboard that focuses on the family’s idea of success.

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Considerations When Selecting a Trustee

Guest:
Sarah Duey
Sarah is an executive board member and past president of the Omaha Estate Planning Council and volunteers for the National Association of Estate Planners and Councils. Since law school, Sarah has been working in Omaha in trust services for two national banks and has completed 3 years of trust school.

 

September 28, 2021
How should you choose a Trustee for your estate plan? This week our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guest, Sarah Duey, Vice President of Trust Services at Carson Group discuss the many factors that should be considered in this important decision. What’s the role of a Trustee and does it vary based on the type of trust? Should a family member or friend be your Trustee? What type of skills does a Trustee need and what are some key questions to ask candidates? Choosing the wrong Trustee can have negative consequences on your estate plan so tune in to learn more about this topic.

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Estate Planning for Ag Clients

Guests:
Bryan  Holen
Bryan joined the inSOURCE team in 2020, and was previously an advisor for Principal Financial Group since 2000. He focuses on Business Owner and Executive Solutions and Estate planning, and personal financial planning.

Monte Schatz
Monte Schatz offers clients a wealth of experience in practice areas vital to business and finance. His expertise includes trust administration, probate, estate planning, tax, and corporate law.

October 26, 2021
This week on Legal Visionaries our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guests, Bryan Holen, a financial advisor with Insource Benefits Group and Monte Schatz, a managing member at Vandenack Weaver discuss the unique issues with estate planning for farmers. What all do you need to have in place for a good ag estate plan? How do you transition land and why is it important to have a succession plan? How do you use LLC’s to help with the transition? Is the revocable trust the answer to everything? If you own a farm or have clients in farming, listen in for tips to help build a solid estate plan.

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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.

Health Care Directive Issues

Guest:
Michael Sneeringer
Michael Sneeringer is an attorney at Porter Wright in Naples, FL.  His major areas of focus are estate planning, estate administration, asset protection and tax law.

Michael regularly publishes and presents on key issues around trust and estate planning. He is the Trust & Estate articles editor for Probate & Property Magazine and reports annually from the Philip E. Heckerling Institute on Estate Planning for the American Bar Association Section of Real Property, Trust and Estate Law.

May 3, 2022
We often hear that having a specific, well-defined directive on health care issues is important but why do we need this?  Listen to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks with her guest Michael Sneeringer, an attorney at Porter Wright in Naples, FL about the health care issues related to estate planning.  What is a written directive and why is it more important now?  Are there different types?  Who should act as your agent?  Are there specific items that should be considered like pain relief or artificial nutrition?  Tune in for some important information on how this relates to other aspects of an estate plan.

Healthcare

Capitalizing Care:  Exploring the Surge of Private Equity in Healthcare

Guest:
Tracey Salinski
An accomplished attorney specializing in Healthcare Law at Duggan Bertsch

January 9, 2024

In this episode of Legal Visionaries, our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, and business exit planning, and an inductee into the NAEPC Hall of Fame, engages in a compelling conversation with Tracey Salinski, an accomplished attorney specializing in Healthcare Law at Duggan Bertsch.  Over the past decade, private equity (PE) firms have poured a staggering $750 billion into various healthcare initiatives.  What fuels this interest from investors, and why are healthcare providers increasingly inclined to sell?  Listen in as Mary and Tracey dissect these questions, exploring the driving forces behind the surge in private equity investments in the healthcare sector.

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Current Trends in Healthcare Law

Guest:
Stephanie Sharp
An accomplished attorney with a proven track record of developing and leading the legal and compliance departments for a hospital system. Stephanie’s Expertise includes: Antitrust, Clinical Research, Contract Negotiation, Regulatory Compliance, Privacy & Information Security, Software Licensing & Information Technology, Mergers & Acquisitions, Corporate Tax, Securities, Fraud & Abuse, Commercial Real Estate.

August 31, 2021
Welcome back to Vandenack Weaver’s Legal Visionaries as we launch our first episode in the Healthcare Law series. Our guest this week is Stephanie Sharp, a healthcare law attorney with Vandenack Weaver. Listen in as she talks to our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver about the changes to expect in the healthcare law sector. Will technology continue to play an important role? What’s happening with transparent pricing? Will there be Stark and Anti-Kickback reform? What role will state and federal governments play? And of course, what will be the lasting impact of Covid-19 on healthcare delivery? Tune in to hear from these experts.

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High Net Worth Estate Planning

Alternative’s to 1031’s – Real Estate Tax Shelter

Guests:
 David Murray, Vice President
Sterling Foundation Management LLC

February 27, 2024

What is a Real Estate Shelter Trust?  On today’s episode our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, and her guest David Murray, a Vice President at Sterling Foundation Management LLC, answer this question and many more as they explore the benefits, drawbacks, and optimal scenarios for utilizing Real Estate Shelter Trusts.  Gain valuable insights through real-life examples of investors leveraging these trusts to their advantage.  Tune in to learn about this essential estate planning tool.

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Valuation Insights:  Navigating Estate Planning with Precision

Guests:
Alyssa Quinlan, CEO 
Molly Gron, Sr. Vice President and Managing Director
Hindman Auctions

February 20, 2024

On today’s episode our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame joins forces with two distinguished guests: Alyssa Quinlan, CEO of Hindman Auctions and Molly Gron, Hindman’s Sr. Vice President and Managing Director, Trusts, Estates & Private Clients to discuss the pivotal role of properly prepared valuations and appraisals in various aspects of estate planning.  Tune in now to gain an understanding of the auction industry, the appraisal process, and its implications.

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Diversifying Your Wealth:  The Power Of Stock Diversification Trusts

Guest:
David Murray
Sterling Foundation Management LLC

February 13, 2024

Join host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame along with guest David Murray, Vice President at Sterling Foundation Management LLC, as they unravel the complexities of managing concentrated positions, exploring the innovative strategy of Stock Diversification Trusts.  Through real-world examples and expert analysis, Mary and David provide invaluable guidance on navigating the intricacies of wealth management and leveraging Stock Diversification Trusts to unlock new opportunities for financial growth and security.

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Navigating The Path To Family Financial Preservation

Guest:
Zac Ritchey
Private Wealth Asset Management

January 23, 2024

Welcome to today’s episode where estate planning takes center stage as the critical roadmap for preserving family wealth.  Join our host, Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, and Zac Ritchey, a Certified Financial Planner at Private Wealth Asset Management as they explore essential questions about legacy planning and wealth preservation.  Together, they navigate the role of educating younger family members, the effectiveness of family meetings, and using philanthropy and social responsibility to craft a meaningful legacy plan.  Tune in and empower yourself with the knowledge to safeguard your family’s financial future.

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Consider A Business Owner Trust For Your Sale

Guest:
David Murray
Vice President
Sterling Foundation Management LLC

January 16, 2024

Explore the world of business exit planning and tax strategy.  In this episode, our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, and David Murray, Vice President of Sterling Foundation Management, LLC discuss the concept of Business Owner Trusts.  Learn how these specially designed trusts can assist in deferring capital gains tax, providing income to future generations, and offering unique tax advantages.  Gain insights with real-world examples, and the pros and cons of adopting a Business Owner Trust.  Don’t miss this episode for valuable information on optimizing your business exit strategy.   

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 Preserving Prosperity:  Mastering Multi-Generational Wealth Transfer

Guest:
Zac Ritchey
Partner, Managing Director
Private Wealth Asset Management

December 5, 2023

Did you know that a staggering 70% of family wealth is lost by the second generation, and a whopping 90% disappears by the third?  Join our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, as she engages in a thought-provoking conversation with Zac Ritchey, a Certified Financial Planner at Private Wealth Asset Management about the intricacies of wealth transfer planning.  Mary and Zac demystify the concept of multi-generational wealth, discuss effective strategies to shield your estate from tax burdens without relinquishing control, and gain valuable insights into creating safeguards within your wealth transfer planning.  Don’t let your wealth become a statistic – tune in to learn how to strategically plan for a lasting financial legacy.  

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Intersection of ESOPS and Estate Planning – Optimizing After-Tax Outcomes

Guest:
Kenneth Alter
Managing Director
Planning Alliance

November 7, 2023

In this episode, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, engages in a conversation with Kenneth Alter, Managing Director at Planning Alliance, focusing on the intersection of ESOPs (Employee Stock Ownership Plans) and estate planning.  The discussion covers crucial aspects of ESOPs and the optimizations of after-tax outcomes.  Throughout the episode, they explore topics such as the tradeoff between estate tax and capital gains, the relevance of IRS section 1042, the concept of qualified replacement property, and the significance of basis adjustment planning.  Tune in for valuable insights into how ESOPs can be integrated into your estate planning strategy to achieve more favorable tax outcomes.

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Creative Uses of Non-Grantor Trusts

Guest:
Joy Matak
Joy is a Partner and Leader of the Trust & Estate Practice at SAX LLC.

August 1, 2023
Welcome to today’s episode with our guest Joy Matak, a partner at SAX, an accounting firm offering Tax Advisory Solutions.  On this episode, Joy and our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC share valuable insights on Non-Grantor Trusts. Listen in as they guide you through the definition and mechanics of non-grantor trusts, explaining how they differ from other trusts, as well as the various ways you can leverage them to reduce estate taxes.  Whether you are a seasoned investor, a business owner, or just curious about estate planning and tax optimization, this episode is for you.

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Dynasty Trusts

Guest:
Lara Sass
Lara is the founder of the firm and specializes in advising high net worth clients on lifetime and post-mortem strategies to reduce gift, estate and generation-skipping transfer (GST) taxes on transfers of property, as well as trust and estate administration.

September 14, 2021
Join us this week for a discussion on Dynasty Trusts with our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guest, Lara Sass, an estate planning attorney in New York serving a high-net-worth clientele. Today’s topics include the definition of a Dynasty Trust and who should use one, the Rule Against Perpetuities, where to set up a dynasty trust, how it will help reduce estate taxes overall, and the benefits to the beneficiaries. Listen in as these estate planning experts give you the tips you need to know to set up an effective dynasty trust.

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Legislative Proposals and Year End Tax Planning for 2021

Guests:
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD
is an attorney in private practice in Fort Lee, New Jersey and New York City who concentrates on estate and closely held business planning, tax planning, and estate administration. He is the author of 42 books and more than 1,200 articles. He is a member of the NAEPC Board of Directors (Emeritus), on the Board of the American Brain Foundation, and the American Cancer Society’s National Professional Advisor Network.

Jonathan Blattmachr is the Director of Estate Planning for the Peak Trust Company, a Director at Pioneer Wealth Partners, LLC, a wealth management firm in New York City, and is co-developer with Dallas Attorney Mike Graham of WEALTH TRANSFER PLANNING, a computer system for lawyers that offers specific client advice and automatically prepares wills, trusts, and other estate planning documents using document assembly.

November 16, 2021

It’s mid-November and the new tax proposals are still up in the air. What should practitioners and tax payers do to protect assets, plan estates and minimize taxes in this unknown environment? This is the topic we tackle on this episode of Legal Visionaries when host Mary Vandenack, Founder and Managing Partner at Vandenack Weaver talks to well-known estate and tax planning legal experts, Marty Shenkman and Jonathan Blattmachr. How may new legislation affect Grantor Trusts? Will new laws be retroactive? Should clients use their tax exemption, or part of it, before the end of the year and how will the IRS view this? Will a solid estate plan take care of the issues and do you have to address everything now? What about charitable giving in 2021? Tune in to learn what you should do right now to protect yourself no matter what happens in Washington.

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Family Limited Partnership – An Estate Planning Strategy

Guest:
Lara Sass
Lara is the founder of the firm and specializes in advising high net worth clients on lifetime and post-mortem strategies to reduce gift, estate and generation-skipping transfer (GST) taxes on transfers of property, as well as trust and estate administration.

February 22, 2022
On today’s episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Lara Sass, an estate planning attorney in New York City serving high net worth clients, tell us about Family Limited Partnerships and how they can be beneficial in estate planning. Listen in to learn why you might set up a Family Limited Partnerships, the variations in the structure, how they are funded, how they could impact the Lifetime Gift Exemption and the varying types of discounts available.

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New Taxpayer Adverse Clawback Regulations – How Will They Affect Your Clients?

Guest:
Jonathan Blattmachr

May 17, 2022
On April 26, 2022 the U.S. Treasury issued new clawback regulations that could affect many standard estate planning transfers. Listen to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Jonathan Blattmachr, a principal at Pioneer Wealth Partners and Editor-In-Chief of InterActive Legal, discuss the changes that every estate planning professional needs to understand today including the effects on GRATS, SLATS, SPATS and Reciprocal Trusts, the 18-month rule, how portability is affected and which strategies are in the grey area. Tune in to this important and timely episode.

Law Firm Finance

Financial Controls for Law Firms:  Accounting Policy

Guest:
John Bowers

John Bowers joined Vandenack Weaver as the Chief Executive Officer in 2021. In this role, he is responsible for developing and implementing the Firm’s business strategy.

November 2, 2021
Do you have financial control of your law firm?  Listen in as Mary Vandenack, the host of Legal Visionaries and the Founder and Managing Partner at Vandenack Weaver and her guest, John Bowers, CEO at Vandenack Weaver discuss the fundamentals of law firm financial management.  How do you define financial controls and why are they important?  How do you know when there is a problem and what are possible triggers?  How do you get a consistent handle on them?  Is there training available?  If you are managing a law firm, tune in to hear some practical examples and tips so your firm functions profitably.

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Law Practice Management

Key Financial Metrics for Law Firms:  A Comprehensive Guide

Guest:
Britt Lorish
Partner at Affinity Consulting Group

October 3, 2023

Welcome to today’s episode of Legal Visionaries, where we take a deep dive into the financial aspects of law firms.  Our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, is joined by Britt Lorish, a partner Affinity Consulting Group, to explore the most crucial financial metrics that law firms should measure.  They will uncover essential insights into how law firms can effectively manage their finances, improve profitability, optimize productivity, and enhance client satisfaction.  Tune in to gain valuable insights into law firm finance and take your practice to the next level. 

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Personal Branding for Lawyers

Headshot for podcast

August 22, 2023

Discover the power of personal branding in the legal world with our latest podcast episode featuring our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest Katy Goshtasbi, founder of Puris Consulting.  They delve into the essence of personal branding, its research-backed impact, and how lawyers can leverage it.  Gain insights on identifying your strengths, refining your online presence, and creating an authentic narrative.  Uncover the secrets to elevating your professional journey and improving your personal life through effective personal branding.  Tune in now to stand out and thrive in the legal realm.

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Managing Your Client List

Guest:
Allison C. Shields Johs
President of Legal Ease Consulting, Inc., shows law firms how to prevent lawyer meltdown and build a practice they take pleasure in, with clients they truly care for. She provides productivity, practice management, social media, copywriting, marketing and business development coaching and consulting services for lawyers and law firms.

September 7, 2021
Tune in to this week’s episode of Vandenack Weaver’s Legal Visionaries when our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver, and her guest, Allison Shields Johs, President of Legal Ease Consulting discuss why it’s important for attorneys to manage their client list. Are you working with the clients that you want to work with? What kinds of discussions are important to have with a client when you first bring them on board? How do you fire clients? Understanding who the best clients are for your practice and developing a system to attract them will improve your overall wellbeing, professionally and personally. Listen in to learn more.

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Future Issues for Law Practices

Guest:
Reid Trautz
Reid is a management advisor to attorneys and law firms in the areas of business process improvement, technology, marketing, and legal ethics. He specializes in legal technology, marketing and client development for solo and small firms, business process improvement to make firms more efficient and profitable.

October 19, 2021
Tune in to this episode when our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guest, Reid Trautz, Sr. Director of the AILA Practice and Professionalism Center, discuss the factors and trends that are changing the practice of law. What are consumers expecting, how will services be delivered, are regulations changing, what’s the latest legal technology including paralegal chatbots, how does a law firm future proof their practice and how do you get started with innovation. All these topics and more are covered in this podcast so listen in for the keys to a successful transition.

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Effective Use of LinkedIn for Lawyers

Guest:
Allison C. Shields Johs
President of Legal Ease Consulting, Inc., shows law firms how to prevent lawyer meltdown and build a practice they take pleasure in, with clients they truly care for. She provides productivity, practice management, social media, copywriting, marketing and business development coaching and consulting services for lawyers and law firms.
 
September 7, 2021
There are literally thousands of lawyers who have a LinkedIn profile but most of them are probably not using the platform as effectively as possible.  LinkedIn is one of the most powerful social media tools available for networking.  Tune in to this episode as our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver talks to Allison Shields Johs, President of Legal Ease Consulting and author of Make LinkedIn Work for You: A Practical Guide for Lawyers and Other Legal Professionals about the biggest mistakes lawyers make when using LinkedIn, the 3 building blocks of LinkedIn and how to get the most out of your LinkedIn connections.

Future Proofing Your Law Firm

Guest:
Reid Trautz

Reid is a management advisor to attorneys and law firms in the areas of business process improvement, technology, marketing, and legal ethics. He specializes in legal technology, marketing and client development for solo and small firms, business process improvement to make firms more efficient and profitable.

January 18, 2022
How can solo practices and small firms keep up with the changing marketplace and the evolving practice of law?  This week our host Mary Vandenack, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Reid Trautz, Senior Director of the Practice & Professionalism Center at the American Immigration Lawyers Association and co-author of the Future Proofing column in ABA Law Practice magazine, tackle that question.  Tune in to learn the factors and trends that are changing the industry, the impact of legal technology, best practices for remote work, what works best for client communications and other tips to future proof your practice.

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5 Behaviors of an Effective Team

Guest:
Cheryl Kuhn is an independent training and organizational consultant, who has run her own sales and management consulting business, Tarsus Consulting, since 1997. She has 15 years of executive experience.

April 11, 2022
Listen in to today’s episode as our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Cheryl Kuhn, owner of Tarsus Consulting in Kansas City, MO discuss evidence-based tools for teambuilding.  Why does teamwork matter?  How do you know if you have a good team?  What are the 5 behaviors of an effective team and how do you build them?  Does the leader have an impact?  Has remote worked affected teamwork?  Tune in to learn tips on how to improve the strength and cohesiveness of your team.

Tools For Effective Team Building

Guest:
Cheryl Kuhn is an independent training and organizational consultant, who has run her own sales and management consulting business, Tarsus Consulting, since 1997. She has 15 years of executive experience.

May 10, 2022
The primary reason that people leave organizations today is the culture or team.  A good team can be a significant competitive advantage.  Listen in to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks with her guest Cheryl Kuhn, owner of Tarsus Consulting, about the importance of building an effective team.  Along with the 5 behaviors, the discussion includes how to know if you have a good team, how to build trust and manage conflict, the importance of accountability and much more.  Tune in to learn how team building can improve performance for your organization.

Law Firm Leadership and Culture

The Inner and Outer Game of Law Firm Leadership

Guest:
Pam Hernandez
Pam’s thirty-year career in the financial services industry culminated in her role as Chief Operating Officer. Her business experience included marketing, human resources, IT, operations and strategy.

August 10, 2021
This week we are releasing our first episode in the series on Law Firm Leadership and Culture.  Our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver, and her guest Pam Hernandez, Founder and CEO of The Right Reflection, a coaching firm specializing in helping leaders achieve their highest potential, discuss the inner and outer game of leadership.  The discussion focuses on the definition of leadership, what is meant by inner and outer game, why it’s important for outcomes and how this applies to lawyers.  Listen in to learn how your inner game may be affecting your leadership.

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Gaslighting In The Workplace

Guest:
Pam Hernandez
Pam’s thirty-year career in the financial services industry culminated in her role as Chief Operating Officer. Her business experience included marketing, human resources, IT, operations and strategy.

September 21, 2021
Join us this week for a discussion on a particularly hot topic in the workplace – Gaslighting.  Our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guest, Pam Hernandez, the founder and CEO of The Right Reflection® will define gaslighting, when and where it might occur and give you some examples of gaslighting in the workplace.  Finally, you will receive some tips on how to handle it so your career isn’t impacted by these bullying tactics.  Tune in for this important information that could help to improve wellness in your workplace.

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Importance of Law Firm Culture for Lawyer’s Wellbeing

Guest:
Pam Hernandez
Pam’s thirty-year career in the financial services industry culminated in her role as Chief Operating Officer. Her business experience included marketing, human resources, IT, operations and strategy.

January 4, 2022
Understanding the culture of a law firm during the interview process should be an important factor in the decision-making process.  Listen to this episode and learn how to identify the right environment for your wellbeing as our host Mary Vandenack, Founder and Managing Partner at Vandenack Weaver discusses this topic with her guest Pam Hernandez, the founder and CEO of The Right Reflection®.  How do you determine the culture of a law firm, is it more than the emphasis on billable hours, are there resources available to help determine what environment is best for you?  Tune in to hear some tips that may save you stress down the road.

Legal Technology

What’s New with Microsoft 365

Guest:
Ben Schorr
Ben is a senior technical writer at Microsoft. He is the author of several books and articles on technology including “The Lawyer’s Guide to Microsoft Outlook”, “The Lawyer’s Guide to Microsoft Word” and “The Lawyer’s Guide to Office 365”.

 

October 5, 2021
Microsoft 365 for Lawyers is an amazing product and in this episode our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guest, Ben Schorr, Author and Senior Content Designer at Microsoft, discuss the many time-saving benefits of this product.  What are some of the newest features?  How does the product integrate with other practice management tools?  Do you have to have a subscription and are there different types?  What is the feature that lawyer’s underuse the most?  Tune in to this episode to hear Ben’s vision for the best use of Microsoft 365 for Lawyers and make your life easier starting today.

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Cybersecurity

Guest:
Ben Schorr
Ben is a senior technical writer at Microsoft. He is the author of several books and articles on technology including “The Lawyer’s Guide to Microsoft Outlook”, “The Lawyer’s Guide to Microsoft Word” and “The Lawyer’s Guide to Office 365”.

“Cybersecurity is a process, not a product,” said Ben Schorr, Senior Content Designer at Microsoft. Listen in to this week’s episode of Legal Visionaries, hosted by Mary Vandenack, the Founder and Managing Partner at Vandenack Weaver, as she and Ben discuss the cybersecurity process and how you can keep up with the latest issues and trends. Learn tips on how to get the process started, the basics of cybersecurity and why an exit process is important as well as how to protect your devices and the 3 things about authentication. Tune in and learn how to keep your office and personal devices safer.

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Philanthropy

Decoding Qualified Charitable Distributions

Guest:
Mike Weaver
Partner at Vandenack Weaver LLC

December 26, 2023

In the ever-evolving landscape of financial regulations, it’s crucial to understand the significance of Qualified Charitable Distributions (QCD), especially in the context of SECURE 2.0.  On this episode, our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her Vandenack Weaver partner, Mike Weaver, explore the fundamental aspects of QCDs, shedding light on how they operate and the potential income tax benefits they offer, as well as the changes and implications that this latest legislative development may have on QCDs.  Tune in to gain valuable insights into Qualified Charitable Distributions, unraveling the complexities and providing answers to pressing questions.

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Mastering the Art of Philanthropy:  Trends and Strategies

Guest:
Kim Cappellano
Founding Partner and Director of Philanthropic Services at Private Wealth Asset Management.   

October 24, 2023
Welcome to another episode of Legal Visionaries where our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, engages in a thought-provoking conversation with a true expert in the field, Kim Cappellano, a Founding Partner and Director of Philanthropic Services at Private Wealth Asset Management.  Together, they explore the dynamic landscape of philanthropy, dissecting the latest trends, common giving strategies, pitfalls to avoid, and how to breathe life into your philanthropic plan.  Tune in to gain a comprehensive understanding of Philanthropy in the modern age and discover how you can make a positive impact on the world through strategic and meaningful giving.

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Private Foundations

Guest:
Mark Weber
Mark Weber has spent his professional career working with individuals and families to craft financial, estate, and legacy plans designed to achieve a wide variety of objectives. Before founding the consulting firm of Legacy Planning Advisor, LLC, Mark was the leader of the wealth transfer department of one of the largest privately-owned insurance consulting firms in the U.S.

Guest:
Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.

August 17, 2021
Tune in to this week’s episode as we kick off the series on Philanthropy. Our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver teams up with her two guests, Mike Weaver, a partner at Vandenack Weaver and Mark Weber, a philanthropic consultant at Legacy Spectrum Advisors to discuss Private Foundations. Learn about the technical side of a Private Foundation and how it differs from other types of 501c3s. They also cover how to fund a private foundation, how they differ from a Donor Advised Fund and how they are affected by taxes and recent legal activity. Listen in to get the latest information on the benefits of a private foundation.

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Incorporating Charitable Giving Into Your Estate Plan

Guests:
Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.

Mark Weber
Mark Weber has spent his professional career working with individuals and families to craft financial, estate, and legacy plans designed to achieve a wide variety of objectives. Before founding the consulting firm of Legacy Planning Advisor, LLC, Mark was the leader of the wealth transfer department of one of the largest privately-owned insurance consulting firms in the U.S.

March 8, 2022
If you think about your estate plan as your last lesson to your beneficiaries, what would that lesson be?  On today’s episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her partner Mike Weaver, managing member at Vandenack Weaver Truhlsen discuss charitable giving with Mark Weber, Philanthropic Consultant at Legacy Spectrum Advisor, LLC.  When should you start to incorporate charitable giving into your estate plan?  What are simple things you can do if you are in a high-income tax bracket?  Are there limitations on charitable giving?  Why can it be advantageous to give away trust income?  Tune in to learn what you should think about when you want to leave a legacy.

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Tax Planning

Year End Tax Planning for 2021

Guest:
Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.

December 14, 2021
For the past several months we have been hearing about legislative proposals that may impact year-end tax planning but as of today, we do not have any definite answers. So, what should people do? Tune in to this episode as our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her partner at Vandenack Weaver, Mike Weaver, discuss tax strategies to keep in mind. Should you accelerate income into 2021? What about strategies for retirement planning, charitable distributions, and cryptocurrency? The Build Back Better plans could impact State and Local Tax (SALT) limitations and Net Investment Income Tax (NIIT). How would these changes affect S Corps? Listen in and learn how you can minimize the impact on your 2021 taxes.

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Asset Protection and Income Tax Planning

Guest:
Jonathan Gopman
Jonathan Gopman is an attorney with Nelson Mullins and an expert on asset protection structures.

May 31, 2022
On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and Jonathan Gopman, an attorney with Nelson Mullins and an expert on asset protection structures, discuss combining income tax planning with Asset Protection planning.  Listen in to hear a high-level overview of these strategies as well as critical questions to consider before deciding on a plan.  This episode includes basic strategies as well as more exciting ones such as commercial enterprise risk insurance, investing in commercial solar projects and private placement life insurance.  Tune in to learn more.

Trust and Estate Litigation

Common Trust and Estate Litigation

Guest:
Monte Schatz
Monte Schatz offers clients a wealth of experience in practice areas vital to business and finance. His expertise includes trust administration, probate, estate planning, tax, and corporate law.

February 8, 2022
When a trust or estate plan is created, many people assume that it is iron-clad from a legal perspective but that is not always true.  In this episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Monte Schatz, Managing Member at Vandenack Weaver discuss common trust and estate litigation and some things you can do to avoid it.  How do poorly written trust plans contribute to litigation?  How do you prove documents are valid?  What are the requirements of critical documents?  What is a breach of fiduciary duty and what’s most likely to cause this claim?  Learn about these issues and more in today’s episode.

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Common Trust and Estate Litigation

Guest:
Bonnie Boryca
Bonnie Boryca is a member of Erickson | Sederstrom’s litigation, employment, construction, technology, and appellate practice groups. Her practice focuses on complex commercial and business litigation, technology litigation, employment matters, and trust and estate disputes. Bonnie has the experience to assist clients in reaching resolutions and achieving results.

April 19, 2022
On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Bonnie Boryca, a partner at Erickson Sederstrom, focus their discussion on will contests and lawsuits challenging the validity of a trust.  These are common trust and estate litigations so tune in to hear real-world examples and learn more about the types of litigation, a few reasons these documents are challenged, the differences between this type of lawsuit and others, how to avoid these disputes and when you should challenge a will or trust.  

Wellness

Wellbeing Tips for Lawyers

Guest:
Heidi Alexander
Heidi Alexander is Massachusetts’ first Director of the Supreme Judicial Court Standing Committee on Lawyer Well-Being. Before assuming that role, Heidi served as the Deputy Director of Massachusetts Lawyers Concerned for Lawyers and led its Law Office Management Assistance Program, practiced law at a small firm in Boston, and clerked for a Justice on the New Jersey Supreme Court. She is the author of Evernote as a Law Practice Tool, past co-chair of ABA TECHSHOW and founder of the ABA’s Women of Legal Technology initiative.

December 21, 2021
Achieving a healthy, positive, and productive balance of work, personal life and overall wellbeing is extremely important and a hot topic for lawyers today. On this episode, our host Mary Vandenack, Founder and Managing Partner at Vandenack Weaver talks to Heidi Alexander, Director of Well-Being at the Massachusetts Supreme Judicial Court about new initiatives to improve well-being in law, Covid’s impact on the profession, retaining and supporting lawyers, addressing DEI, and where you can find resources to improve well-being in the legal industry. Tune in to learn more.

Nutrition’s Role In Wellness

Guest:
Dr. Nikki Kendall, N.D.
Well-Choices Health & Nutrition Coach –  Nikki completed her Bachelor’s Degree at University of Nebraska Omaha, went on to receive a Master’s Degree in Counseling from Bellevue University, then received her Doctor of Naturopathy Degree from the United States School of Naturopathy. She has over 10 years of experience in the health and wellness field and has done everything from teaching group fitness classes to providing personal training services as well as nutrition coaching. Nikki is dedicated to helping others enhance their lives by adopting healthy habits and making fitness a part of their lifestyle. Nikki is also a professor at Midland University where she teaches Sports Nutrition, Health and Wellness, and Assessment of Human Performance. She loves working with student athletes to improve their performance, enhance their skills, and develop strategies to achieve and maintain a health-enhancing level of fitness.

February 1, 2022
Does what you eat really matter for overall wellbeing?  On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsenand her guest, Dr. Nikki Kendall, N.D. a professor at Midland University and nutrition, health and wellness coach at Well-Choices Health Coaching, discuss the effects of nutrition on wellbeing. How can you figure out the best plan for you? How can you make small positive changes from the inside out? What are some basic guidelines that work for most people?  Tune in to the discussion and get some tips for people on the go, healthy choices at restaurants, tips about cravings and more.

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Virtual Wellness

Guest:
Dr. Nikki Kendall, N.D.
Well-Choices Health & Nutrition Coach –  Nikki completed her Bachelor’s Degree at University of Nebraska Omaha, went on to receive a Master’s Degree in Counseling from Bellevue University, then received her Doctor of Naturopathy Degree from the United States School of Naturopathy. She has over 10 years of experience in the health and wellness field and has done everything from teaching group fitness classes to providing personal training services as well as nutrition coaching. Nikki is dedicated to helping others enhance their lives by adopting healthy habits and making fitness a part of their lifestyle. Nikki is also a professor at Midland University where she teaches Sports Nutrition, Health and Wellness, and Assessment of Human Performance. She loves working with student athletes to improve their performance, enhance their skills, and develop strategies to achieve and maintain a health-enhancing level of fitness.

March 15, 2022
COVID brought many changes to the healthcare world, one of them being an increased use of Telehealth.  On today’s episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Dr. Nikki Kendall, N.D. a professor at Midland University and nutrition, health and wellness coach at Well-Choices Health Coaching discuss these changes and what we can expect in the future. What will happen with online health services?  Does it impact quality of care?What apps are available and are there legal concerns?  What can employers do to help with employee wellness?  Learn about these topics and more by tuning in to his episode.

Mindfulness in Decision-Making

Guest:
Brady Marlow
Brady’s experience in the financial planning industry dates back to 2001 when he started his own practice. Now at Carson Wealth, Brady is a Wealth Planner on the Carson Private Client team.

March 29, 2022
“The best decisions are made when you combine the technical and the spiritual aspects of decision-making” said Brady Marlow, a wealth strategist at Carson Wealth and the guest on today’s episode of Legal Visionaries.  Listen in as our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Brady about the reason this is useful for entrepreneurs, the biggest challenges people have in times of transition, how mindfulness helps to synthesize a solution, how it can change the way you make decisions and the evolution of this theory into practice.

The Benefits of Practicing Mindfulness

Guest:
Dr. Inna Khazan
Inna Khazan, PhD, BCB is a faculty member at Harvard Medical School, where she teaches and supervises trainees. She is clinical psychologist specializing in health psychology and performance excellence training using biofeedback and mindfulness-based approaches. Dr. Khazan is the founder of Boston Center for Health Psychology and Biofeedback, working with clients on optimizing their health and performance.

Recognized as a pioneer in mindfulness-based biofeedback, Dr. Khazan is a popular speaker at national and international conferences on the topics of biofeedback and mindfulness. She has conducted biofeedback and mindfulness trainings for notable institutions in the US and abroad, including the US Navy Special Warfare, US Army Special Forces, and the Stuttgart Opera and Ballet Company.

Dr. Khazan serves as president of the board of directors for Institute for Meditation and Psychotherapy (IMP), board member for the Association for Applied Psychophysiology and Biofeedback (AAPB), and Biofeedback Certification International Alliance (BCIA), where she is currently chair elect.

Dr. Khazan writes for Psychology today, is the author of numerous journal articles and two books: the highly-regarded Clinical Handbook of Biofeedback: A Step-by-Step Guide to Training and Practice with Mindfulness, and the popular Biofeedback and Mindfulness in Everyday Life: Practical Solutions for Improving Your Health and Performance.

April 26, 2022
“Being in the present moment, the way it is, without judgement.”  This is the working definition of Mindfulness according to today’s guest, Dr. Inna Khazan, a clinical psychologist, author, and faculty member at Harvard Medical School.  Our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Dr. Khazan about the benefits of mindfulness, easy steps to get started, why it’s useful in challenging times, how “multi-tasking” plays into mindfulness and how to catch yourself when you have wondered away.  Everyone can be mindful so tune in to learn how to start and why it’s important.

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Biofeedback and Mindfulness

Guest:
Dr. Inna Khazan
Inna Khazan, PhD, BCB is a faculty member at Harvard Medical School, where she teaches and supervises trainees. She is clinical psychologist specializing in health psychology and performance excellence training using biofeedback and mindfulness-based approaches. Dr. Khazan is the founder of Boston Center for Health Psychology and Biofeedback, working with clients on optimizing their health and performance.

Recognized as a pioneer in mindfulness-based biofeedback, Dr. Khazan is a popular speaker at national and international conferences on the topics of biofeedback and mindfulness. She has conducted biofeedback and mindfulness trainings for notable institutions in the US and abroad, including the US Navy Special Warfare, US Army Special Forces, and the Stuttgart Opera and Ballet Company.

Dr. Khazan serves as president of the board of directors for Institute for Meditation and Psychotherapy (IMP), board member for the Association for Applied Psychophysiology and Biofeedback (AAPB), and Biofeedback Certification International Alliance (BCIA), where she is currently chair elect.

Dr. Khazan writes for Psychology today, is the author of numerous journal articles and two books: the highly-regarded Clinical Handbook of Biofeedback: A Step-by-Step Guide to Training and Practice with Mindfulness, and the popular Biofeedback and Mindfulness in Everyday Life: Practical Solutions for Improving Your Health and Performance.

May 24, 2022
On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Dr. Inna Khazan, PhD, a clinical psychologist, author, and expert on mindfulness about using biofeedback and the practice of mindfulness to gain a balance between “allowing things to be how they are and still moving forward.” Listen in and learn what biofeedback is, if you can do it on your own, some physiological signals, how compassion relates to biofeedback and how lawyers may be able to utilize this in real life. Many people have had increased anxiety in the last few years. Tune in to hear some tips on dealing with it.

Meet Your Host, Mary E. Vandenack

Welcome to our podcast!

Host:
Mary E. Vandenack
As a founding and managing member of Vandenack Weaver, LLC in Omaha, Nebraska, Mary is a member of the American Bar Association Real Property Trust and Estate section where she serves on the Planning Committee and on the Council. She is also active in the American Bar Association Law Practice Division where she serves as Secretary on the Executive Council, is Vice Chair of Law Practice Magazine, and is a member of the Attorney Wellbeing committee. Mary is also a consultant to Trucendent Home and Interactive Legal.

July 13, 2021
This week we are launching our first Vandenack Weaver – Legal Visionaries podcast hosted by Mary Vandenack, Founder and Managing Partner at Vandenack Weaver.   This weekly podcast will cover updated legal news, evolving methods of providing legal service, and law practice issues.  We will talk to experts from around the country about closely held businesses, tax, trusts and estates, legal technology, law firm leadership and wellbeing for lawyers.  Listen in to this first episode as we turn things around on our host to learn more about her background, her areas of expertise and some upcoming podcast topics.

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