PRESENTATIONS

and PUBLICATIONS

Estate Planning, Trusts and Wealth Succession Presentations

  • Speaker – January 20, 2022 – “Estate Planning, IRAs, & Trusts” – Society of FSP, Omaha Chapter
  • Speaker – June 21, 2021 – “Mary Vandenack” – Interview by Andee Hoig, metroTV
  • Speaker/Presenter – January 28, 2021 – “Third Party Trusts as Asset Protection Tools” – WealthCounsel®
  • Speaker/Presenter – October, 2020 – “Intersection of Estate Planning and Marital Planning” – Nebraska State Bar Association with Hannah Sommers
  • Speaker/Presenter – August 25, 2020 – “Best Practices for Preserving Client Intentions in Wealth Transfers” – WealthCounsel®
  • Speaker/Presenter- February 21, 2020- “Rethinking Disposition of Trusts at Certain Ages: Approaches to Trust Design with an Asset Protection Focus” – Annual Creighton Law Review Symposium and Tepoel Lecture
  • Speaker – May 14, 2019 – “The Future of Estate Planning Practice” – Webinar for Purposeful Planning Institute
  • Speaker/Presenter – April 16, 2019 – “Preserving Client Testamentary Intent” – Presentation at Omaha Estate Planning Council Breakfast Meeting
  • Speaker/Presenter – March 28, 2019 – “Avoiding Erosion of Testamentary Intent via Contractual Designation” – Presentation at the Society of Financial Service Professionals March 2019 Breakfast Meeting

Estate Planning, Trusts and Wealth Succession Publications

  • “Estate Planning with Retirement Accounts After Secure Act 2.0” – Mary E. Vandenack – Physician’s Bulletin – March/April 2023
  • “A Mental Health Issue Does Not Mean a Person is Legally Incompetent” – Mary E. Vandenack – metroMAGAZINE – January/February 2023
  • “Culture Matters: Finding a Legal Culture Consistent with Your Values” – Mary E. Vandenack – ABA Probate & Property – September/October 2022
  • Mary E. Vandenack, Abigail O’Connor & Martin Shenkman – 56th Annual Heckerling Institute Meeting Notes – April 18, 2022
  • “Call it a Life Plan” – Mary E. Vandenack, metroMAGAZINE, April 13, 2022
  • “The Matter of the Estate of Skip Beach” – Mary E. Vandenack, LISI Estate Planning Newsletter #2937, February 10, 2022
  • “Advancing Trusts and Estates Practices with Technology and Innovation: Become a Digital Innovation Specialist” – Mary E. Vandenack, JD, CAP®, WEALTHCOUNSEL QUARTERLY, Fall 2021
  • “Notes on the 55th Annual Heckerling Institute on Estate Planning “ – Mary E. Vandenack, LISI Estate Planning Newsletter #2889, June 14, 2021
  • “Insurance Issue with Transfer on Death Deeds” – Mary E. Vandenack, metroMagazine, The Women’s Issue, June 8, 2021
  • “Mary Vandenack on Dawn Strope-Robinson v. State Farm Fire and Casualty: Insurance Risk for Transfer on Death Deeds” – Mary E. Vandenack, LISI Estate Planning Newsletter #2871, March 17, 2021
  • “Mary Vandenack on In re Trust of McGregor: Nebraska Supreme Court Finds Nonjudicial Settlement Agreement Violated Material Purpose of Trust Because It Ignored the Trust’s Spendthrift Provision” – Mary E. Vandenack, LISI Estate Planning Newsletter #2868, March 11, 2022
  • “Using Your Federal Estate Tax Exemption and Allowing Spousal Access (The SLAT)”, Vandenack Weaver LLC
  • “Mary Vandenack on In re Estate of Michael R. Brinkman” – Mary E. Vandenack, LISI Estate Planning Email Newsletter #2862, February 11, 2021
  • Strategies for a Possible Reduced Estate Tax Exemption” – Mary E. Vandenack and Michael J. Weaver, metroMagazine, February 3, 2021
  • “Mary Vandenack’s Notes from the NYU Advanced Trusts and Estates Conference” – Mary E. Vandenack, LISI Estate Planning Email Newsletter #2836, November 12, 2020
  • “Mary Vandenack on Lee v. Argent Trust Company” – Mary E. Vandenack, LISI Employee Benefits and Retirement Planning Email Newsletter #747, September 2020
  • “Rethinking Disposition Provisions of Trusts: Recent Trends and Approaches to Trust Design with an Asset Protection Focus” – Mary E. Vandenack, Creighton Law Review, August 31, 2020
  • “Estate Planning Issues in Divorce and Premarital Planning” – Mary E. Vandenack, metroMAGAZINE, August/September 2020
  • “Foundational Estate Planning Priorities in the Face of COVID-19” – Mary E. Vandenack, LISI Estate Planning Newsletter #2784, March 18, 2020
  • “How Long Do You Have to Keep Old Wills” – Mary E. Vandenack, LISI Newsletter #2778: New York State Bar Association Committee on Professional Ethics Opinion 1182 February 2020

Other Substantive Legal Presentations

  • Moderator – June 17, 2020 – “The New PPP Timeline and Other Issues for Reopening Businesses” Webinar for Vandenack Weaver (recording continued)
  • Moderator – April 2, 2020 – “Update on Cares Act and Paycheck Protection Loans” – Webinar for Vandenack Weaver
  • Moderator – March 24, 2020 – Avoiding Employment Litigation Webinar Series #4 – Harassment/#MeToo – Vandenack Weaver Webinar
  • Moderator – March 30, 2020 – “Navigating Business Responses to COVID-19 Legislation” – Webinar for Vandenack Weaver
  • Moderator – October 17, 2019 – Avoiding Employment Litigation webinar series

Business Exit Planning Publications

 

Business Exit Planning Presentations

  • Business Exit Planning – Trust Strategies – LISI Webinar, March 30, 2023
  • Business Exit Planning – ESOPS – LISI Webinar, March 16, 2023
  • Business Exit Planning – Charitable Strategies – LISI Webinar, March 2, 2023

Tax Law Publications

  • “Notes from the 2022 81st Annual NYU Institute on Federal Taxation Conference” – Mary E. Vandenack, LISI Estate Planning Newsletter #2998 – VWT website – November 29, 2022
  • “Notes from the 2022 NYU Advanced Trusts and Estates Conference” –Mary E. Vandenack, LISI Estate Planning Newsletter #2975 – July 27, 2022
  • “Mary Vandenack’s Notes from the NYU 14th Annual Tax Controversy Forum” – LISI Income Tax Planning Newsletter #222 – June 29, 2022
  • “Notes from the NYU Institute on Federal Taxation” – Mary E. Vandenack, LISI Estate Planning Newsletter Issue: 2923, November 29, 2021
  • “Notes from the NYU Advanced Trusts and Estates Conference” – Mary E. Vandenack, Steve Leimberg’s Estate Planning Newsletter Issue:2897, August 2, 2021
  • “The Tax Planning Checklist for Law Firms” – Mary E. Vandenack, Law Practice Magazine, Sept/Oct 2020
  • “Improve and Automate Financial Information” – Mary E. Vandenack, Law Practice Magazine, Sept/Oct 2020
  • “Mary Vandenack’s Notes from the NYU Federal Real Estate and Partnership Tax Conference” – LISI Income Tax Planning Newsletter #197, July 3, 2020 at http://www.Leimbergservices.com
  •  Commentary on the 11th Annual NYU Tax Controversy Forum – Mary E. Vandenack, LISI Income Tax Planning Newsletter #182, July 18, 2019
 

Employment Law and Benefits Publications

 

Technology/Innovation and Law Practice Management Presentations

  • Speaker – October 13, 2021 – “Future Implications from the 8th Circuit Court Holding in Strope–Robinson v. State Farm” – Nebraska State Bar Association annual meeting
  • Speaker – April 22, 2021 – “Managing Your Law Firm Through Change” – the digital edge podcast with Jim Calloway and Sharon Nelson
  • Speaker/Presenter – January 12, 2021 – “Best Technologies for Practice Development” – Trust & Estates Virtual Forum with Martin Shenkman
  • Speaker/Presenter – September 30, 2020 – “8 Tech Traps and Tips Every Practitioner Must Know Now that You’ve Tackled Remote Working” – Peak Trust Company & InterActive Legal Webinar with Peter Fidler, Jonathan Blattmachr, and Martin Shenkman
  • Speaker/Presenter – May 14, 2020 – “Tech and Remote Work: More Practical and Actionable Tips You Can Take Now!” – Peak Trust Company & InterActive Legal Webinar with Jonathon Blattmachr, Martin Shenkman and Barron Henley
  • Speaker/Presenter – April 27, 2020 – “Tech, Remote Work, and More: What Estate Planners Need to Know Now” – Peak Trust Company & Interactive Legal Webinar with Jonathon Blattmachr, Martin Shenkman and Barron Henley
  • Moderator/Presenter – January 28, 2020 – “Ready for Process Automation? Start by Developing Checklists and Maps” – Best of ABA TECHSHOW Webinar
  • Co-Presenter – March 7, 2019 – “Using Tech to Improve and Grow Your Estate Planning Practice – Part 2” – Webinar with Martin Shenkman
  • Speaker/Presenter – February 28, 2019 – “Process Automation Phase One: Developing Checklists and Maps” – ABA Techshow 2019 Presentation
  • Speaker/Presenter – February 28, 2019 – “Next Generation Technology for the Solo and Small Firm” – ABA Techshow 2019 Presentation
  • Speaker/Presenter – February 27, 2019 – “Designing the Law Firm of the Future: Diversity, Inclusion, Technology, and Innovation” – Women of Legal Tech Presentation
  • Presenter – January 29, 2019 – “Using Tech to Grow Your Estate Planning Practice” – Webinar

Technology/Innovation and Law Practice Management Publications

  • “Elevate the Client Experience” – Mary E. Vandenack – ABA Law Practice Magazine – July/August 2023
  • “The Actualized Workplace”, Anne E. Collier and Mary E. Vandenack, American Bar Association, Law Practice Magazine – May 1, 2023
  • “Rewarding Leaders” – Mary E. Vandenack – ABA Law Practice – November/December 2022
  • “Finding Connections” – Mary E. Vandenack – Midlands Business Journal – November 4, 2022
  • “When to use Coaching, When to use a Psychologist – Some Tips on Finding the Right Fit” – Mary E. Vandenack – ABA Probate & Property – September/October 2022
  • “Ethics, Technology, and Innovation in Law Practice” – Mary E. Vandenack – Nebraska Lawyer Magazine – September/October 2022
  • “Mental Health Law” – Mary E. Vandenack, metroMAGAZINE, July 11, 2022
  • “Design a Flourishing Law Firm” – Mary E. Vandenack – Law Practice Magazine – July/August 2022
  • “My Life Is My Artwork: Create a Practice That is Part of the Artwork” – Mary E. Vandenack – ABA Probate & Property – July/August 2022
  • “Making it Rain: Mary Vandenack” – Sharon Nelson interviewed Mary E. Vandenack, Law Practice
    Today, September 14, 2021
  • “Mary Vandenack’s Notes from the NYU Advanced Trusts and Estates Conference” – Mary E. Vandenack,
    LISI Estate Planning Newsletter #2897, August 2, 2021
  • “Leaving a Big Law Firm to Start Your Own” – Mary E. Vandenack, Law Practice Today, July 14, 2021
  • “Evolving Law Firm Models with Innovation: Using Lessons Learned from the Pandemic” – Mary E. Vandenack, Law Practice Magazine, July/August 2021
  • “Great People to Have on Your Side” – Mary E. Vandenack, metroMagazine, The Women’s Issue, June 8, 2021
  • “Mary E. Vandenack: The Evolution of Innovation, Technology and Estate Planning: Moving Toward a Concierge Practice” – Mary E. Vandenack, LISI Estate Planning Newsletter #2867, March 2, 2021
  • “Next Generation Tech for Estate-Planning Lawyers – Employ lessons learned from going remote to make permanent changes” – Mary E. Vandenack & Martin M. Shenkman – Trusts and Estates, February 2021
  • “In The Office, Out of the office, Remote Challenges Outside, Safety Inside” – Law Practice Magazine, January/February 2021
  • “Learning How to Lead Differently in Times of Crisis” – Mary E. Vandenack, Law Practice Magazine, November/December 2020
  • “Improve and Automate Financial Information” – Mary E. Vandenack, Law Practice Magazine, Sept/Oct 2020
  • “Driving Innovation and Change in the Legal Industry” – Mary E. Vandenack, Law Practice Magazine, July/August 2020
  • “How I am Changing My Practice, Client Meetings, Client Planning, and More to Address the Coronavirus” – Jonathan Blattmachr, Barron Henley, Thomas Tietz, Martin Shenkman, & Mary Vandenack – ABA Section of Real Property, Trust and Estate Law
  • “Managing the Remote Law Practice Magazine” – Mary E. Vandenack, Martin Shenkman, & Jonathan Blattmachr – NAEPC Journal of Estate and Tax Planning, May 2020
  • “The Slow Return to the New Normal and Different Approaches to Signing/Executing Estate Planning Documents” Mary E. Vandenack, Martin M. Shenkman, Jonathan Blattmachr, Andrew Wolfe, and Thomas A. Tietz, LISI Estate Planning Newsletter #2794, May 11, 2020
  • “Law Firm Leadership and Management” – Law Practice Magazine, May/June 2020
  • “Managing the Remote Law Practice and Other Practical Administrative Considerations during Coronavirus” – Mary E. Vandenack, Martin Shenkman & Jonathan Blattmachr, LISI Estate Planning Newsletter #2789, April 17, 2020
  • “Business Continuity; Recovering From Covid-19” – Mary E. Vandenack, co-author Michael Weaver, metroMAGAZINE, April 2020
  • “Finding a Personalized Marketing Plan” – Mary E. Vandenack, Law Practice Magazine, March/April 2020
  • “Taking Your Estate Planning Practice Remote in Short Order”– Mary E. Vandenack, LISI Estate Planning Email Newsletter #2786, March 25, 2020
  • “Helping Lawyers Market Easily via Social Media” – Mary E. Vandenack, Law Practice Magazine, March/April 2019

Well-being Presentations

  • Speaker – ABA 2022 RPTE Spring Leadership Meeting, Dallas, Texas, April 28th – 30th – “Mindfulness”
  • Speaker – February 16, 2021 – “Mindfulness” – Interview by Andee Hoig, metroTV
  • Speaker – ABA Techshow 2018 – March 2018 – “Mindful Leadership for Innovation and Technology”
  • Mary Vandenack was listed as a resource for The Well-Being Toolkit for Lawyers & Legal Employers, released July, 2018.
  • Regular yoga, meditation and mindfulness instructor at conferences for ABA groups as well as NSBA.

Well-being Publications

  • “The Connection Between Individual Well-being and Business Well-being” – Mary E. Vandenack, ABA Probate & Property, July/August 2023
  • “Mindfulness as a Strategy for Improving Positive Presence” – Mary E. Vandenack – metroMAGAZINE – March/April 2023
  • “The Power of Words – Words can Create Well-being (or Harm It) – Mary E. Vandenack – ABA Probate & Property – January/February 2023
  • “Modern Mindfulness: Being Mindful Doesn’t Mean I am Always Zen” – Mary E. Vandenack – ABA Probate & Property – May/June 2022
  • “Consider Positive Intent”, metroMAGAZINE, April 13, 2022
  • “Deliberate Wellness – The Resilient Lawyer” Mary E. Vandenack – ABA Probate & Property – March/April 2022
  • “Renaissance Woman Mary Vandenack Weaves Legal, Wellness, Tech, and Teaching Passions”, Midlands
    Business Journal, October 8, 2021
  • “Gaslighting: Protect Yourself With a Strong Sense of Self”, metroMagazine, September 2021
  • “Identifying Unsafe People”, metroMagazine, The Women’s Issue, July, 2021
  • “What Has Covid-19 Taught Us About Resilience?” – Mary E. Vandenack, metroMAGAZINE, April 2020
  • “Leaving Big Law to Forge a New Path” – Mary E. Vandenack, ABA Probate & Property, November/December 2018
  • “Facilitating Effective Communication as a Leader” – Mary E. Vandenack, Law Practice Magazine, November/December 2018 Issue
  • “Mindful Leadership” – Mary E. Vandenack, Law Practice Magazine, March/April 2018

Relationships/Rainmaking Presentations

  • Moderator – May 15, 2020 – “Branding and Networking of Successful Women Attorneys: How did she do that?” – Webinar for 32nd Annual RPTE National CLE Conference
  • Speaker/Presenter- February 26, 2020- “A Straightforward Approach to a Path in Legal Technology for Women”- ABA Women Rainmakers presenting Women of Legal Tech Summit 2020
  • Speaker/Presenter – May 3, 2019 – “50 Lessons for Women Lawyers” – New York State Bar Association

Relationships/Rainmaking Publications

  • “Great People to Have on Your Side” – Mary E. Vandenack, metroMagazine, The Women’s Issue, June 8 2021
  • “Identifying Unsafe People” – Mary E. Vandenack, metroMagazine, The Women’s Issue, June 8, 2021
  • “Female Highflier Launches Tax Law Boutique with Big Firm Skills that Lives by Its Values” – Mary E. Vandenack, Hearst, February 24, 2021
  • “Remembering Copy Editor, John Fallahay” – Mary E. Vandenack, Law Practice Magazine, January/February 2020
  • “The ABA Commission on the Future of Legal Services” – Mary E. Vandenack, Law Practice Magazine Volume 42 Number 1, Jan/Feb 2016
  • “Building on Key Capital: Your Current Clients” – Mary E. Vandenack, Law Practice Magazine, Volume 38 Number 6, November/December 2012
  • “50 Lessons for Women Lawyers – From Women Lawyers: Career and Life Lessons From 50 Successful Women Lawyers”, May 2019