Shows
Powerful Leaders. No Apologies.One-Year Wonder to Hall of Famer, with Mary VandenackBeth and Debbie welcome Mary VandenAck, a seasoned law firm leader and chair of the Law Practice Division of the American Bar Association. Mary shares her unique journey from training thoroughbred racehorses to becoming a successful attorney, emphasizing resilience, overcoming challenges, and the importance of women supporting each other, offering insights into leadership, inspiration, and the power of a strong network. Check out the show notes for this episode on our website. Connect with us: Facebook Twitter LinkedIn
2024-01-2530 min
Legal VisionariesDecoding Qualified Charitable DistributionsIn 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 t...
2023-12-2624 minLegal VisionariesNavigating Legal Waters: Professional Wills for Mental Health PractitionersIn 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 ca...
2023-12-1217 minLegal VisionariesPreserving Prosperity: Mastering Multi-Generational Wealth TransferDid 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 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...
2023-12-0534 minLegal VisionariesTransforming Your Practice: The Client-Centric JourneyIn 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...
2023-11-2822 minLegal VisionariesExploring the Evolution of Buy/Sell AgreementsWelcome 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.This is an...
2023-10-1021 minLegal VisionariesEstate Planning Lessons from the Levine CaseOn today’s episode, our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and Eryka Morehead, President and CEO of Collaborative Planning Group, Inc. discuss the Levine Case to demonstrate how transactions should be structured when using split-dollar insurance for estate planning. The case centers on the estate tax consequences of an intergenerational, split-dollar life insurance planning arrangement shortly before the decedent’s death. Mary and Eryka review the facts of the case, the IRS challenge, the role of a Trust, and the concept of legitimate business purpose. Listen in to hear key insights from this case.A Hurrda...
2023-07-1820 minLegal VisionariesThe Basics of Partnership TaxDid you know that partnerships can be made up of individuals, corporations, other partnerships, LLC’s, trusts or other legal entities? Tune in to today’s episode of Legal Visionaries when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, and Mike Weaver, one of her partners at Vandenack Weaver Truhlsen, discuss the basics of a partnership, including the types of partnerships, the difference between a legal entity and taxation of an entity, how partnerships are taxed, the meaning of preferred interest, and much more.A Hurrdat Media Production. Hurrdat Media is a digital media and comm...
2023-04-0431 min
Legacy LeadersLegacy Leaders: Creating Objective-Based Estate Plans Featuring Mary VandenackMary Vandenack is a highly accomplished and respected attorney with extensive expertise in tax, trusts and estates, business succession, high net worth estate planning, asset protection planning, executive compensation, tax dispute resolution, and philanthropy. As the CEO, Founding, and Managing Member of Vandenack Weaver LLC in Omaha, Nebraska, Mary provides exceptional legal services to businesses, business owners, executives, real estate developers and investors, healthcare providers, professionals, and tax-exempt organizations. She is a renowned public speaker, writer, and innovator in her field, sharing her knowledge and insight with audiences across the US through podcasts, webinars, and publications. Mary is actively...
2023-03-1531 minLegal VisionariesQualified Opportunity ZonesWhat is a Qualified Opportunity Zone (QOZ) and why might a developer consider using one? On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, and her guests Kim Kuhle, a real estate developer using Qualified Opportunity Zone Funding, and Jim Pieper, an attorney at Vandenack Weaver Truhlsen will answer these questions and more, including what are the tax benefits for the investors, what are the estate planning benefits of a QOZ, and why is it a good alternative for 1031?A Hurrdat Media Production. Hurrdat Media is a digital media and commercial vide...
2023-02-2828 minLegal VisionariesBecoming A Real Estate Developer with Qualified Opportunity ZonesOn today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, talks to Kim Kuhle, a real estate developer using Opportunity Zone Funding, and Jim Pieper, an attorney at Vandenack Weaver Truhlsen. Their discussion centers on Kim’s development of Veterans Victory Housing & Small Business Centers and why she used Opportunity Zone Funding to get started. Tune in to learn how you might use QOZ’s to make your dream a reality.A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts o...
2023-02-2130 minLegal VisionariesData and Communications SecurityOn today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, brings back Dan Siegel, an attorney in the Philadelphia area and a nationally recognized authority on legal ethics, technology, cybersecurity, and data protection. Mary and Dan discuss the biggest data and communication risks for law firms, best practices for securing communications and data, and the 3 things you should do now to protect your information.A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and...
2023-02-0724 minLegal VisionariesThe Importance of Integrated Life Care, Estate and Family Office PlanningAn inter-disciplinary team that works together to identify current and future legal needs, care needs, and financial needs of a family can be very beneficial when people are aging. Listen in to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, Rachel Truhlsen, a trust and estate attorney and one of Mary’s partners at Vandenack Weaver Truhlsen, Janice Fitchhorn, a care coordinator on the Vandenack Weaver Truhlsen team, and Sue Leppert, Director in the Family Office division of Vandenack Weaver Truhlsen talk about why they offer integrated life care, estate and famil...
2023-01-2428 minLegal VisionariesEthical Rules Need To ChangeHow has technology and remote practice effected the ethical rules of law? Listen in to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, and her guest Dan Siegel, an attorney in the Philadelphia area and a nationally recognized authority on legal ethics and technology discuss updating the Model Rules to reflect the current practice of law. Tune in as they talk about which model rule is most important to change, how the use of social media has impacted the rules, confidentiality, licensing issues, and much more.A Hurrdat Media Produc...
2022-12-2733 minLegal VisionariesKey Things Law Firms Can Do To Grow ProfitsIs cashflow the same as profit? On today’s episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, and her guest Terrell Turner, a CPA and co-founder of Fractional CFO, a firm helping to simplify accounting and finance for law firms, answer that question and many more about profitability in law firms. What are the challenges that stop a law firm from being profitable, what gets in the way of fixing these, can a business coach help? Listen in and learn some key things that will make a big difference in your profit.A Hurrdat...
2022-12-2027 minLegal VisionariesPremium FinancingOn today’s episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, and her guest Darin Duin, a certified estate planner at TR Estate Planning, Tagge Rutherford in Omaha, NE talk about Premium Financing. What is it and how it helps you keep assets working in your business or growing in your investment account. Listen in as they discuss why you might choose premium financing, the options in types of providers, the costs and the risks, the role of legal counsel and an exit strategy if needed.A Hurrdat Media Production. Hurrdat Media is a digit...
2022-12-1321 minLegal VisionariesEstate Tax Planning After the 2022 Elections“Be careful out there.” This is a quote from Martin Shenkman, CPA, MBA, PFS, AEP, JD, a private practice attorney in New York City and one of the guests on today’s episode. Our other guest is Jonathan Battmachr, a principal at Pioneer Wealth partners, Editor In Chief at Interactive Legal, and Director of Estate Planning at Peak Trust Company. Today, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, and her guests have a discussion on Year End Tax Planning after the 2022 Elections. The episode starts with the question “Do we actually know more after the elect...
2022-12-061h 13Legal VisionariesDiversity and WellnessOn today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Denise Robinson, Founding Principal of The Still Center and a diversity and wellness coach in the Washington DC area. The discussion centers around the connection between diversity and wellbeing and why these efforts make a difference in the workplace. Topics include what a diverse workplace looks like, how leadership should support diversity, how you think about a process for a talent pipeline, and your role if you aren’t in a targeted group. Listen in to learn more about this important top...
2022-11-2935 minLegal VisionariesSupercharge Your CultureOrganizational culture includes how people treat each other, how they deal with problems and if they are resilient. On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen discusses how leadership impacts organizational culture with her guest Anne Collier, an attorney with a master’s in public policy, a Professional Certified Coach and the CEO of Arudia. They cover why culture is important, what a great culture looks like, an actualized leader vs. a leader functioning in the shadow side, and the impact of leadership on culture. Listen in to achieve a great culture in...
2022-11-2229 minLegal VisionariesFamily OfficeOn 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.
2022-11-1518 minLegal VisionariesI’m Not My Father: Taking on the Family BusinessStepping into a family business has its own set of challenges. Our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Andrea Hoig, owner and publisher of Metro Magazine and Midlands Business Journal have both taken on a family business built by Omaha legends. Listen in as they talk about their journey, where they found inspiration, the steps to finding their own path and some good lessons they learned along the way.A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find mo...
2022-11-0843 minLegal VisionariesAsset Protection for Accumulated WealthAsset protection is about arranging access, ownership, control, and management of assets in a manner that reduces exposure of assets to the risk of claims from creditors. On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen is interviewed about this topic by one of her co-members, Rachel Truhlsen. Tune in as they discuss who needs asset protection planning, the goals and levels, the role of trusts, how business entities can be used and other considerations that may help you safeguard your assets. A Hurrdat Media Production. Hurrdat Media is a digital...
2022-11-0136 minLegal VisionariesFiduciary Issues in Financial PlanningIs there such a thing as a fiduciary financial advisor and, if so, what does that mean? Tune in to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Ross Polking, Senior Lead Advisor and Business Development with The Foster Group. They start the discussion explaining the concept of fiduciary, why someone should care and how to find out if a firm is a fiduciary. From there they launch into conflict of interest in financial planning, written agreements with investment advisors, and the key advantages of using one.A Hurrdat...
2022-10-2533 minLegal VisionariesHow To Find A Buyer For Your BusinessOn today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Ken Hachikian, Managing Partner at The Ivy Group about how to find a buyer if you are looking to sell your business. Their discussion covers the current state of M&A and capital markets, whether you should find a buyer on your own, types of buyers, positioning your business for sale, and who can assist business owners wanting to sell. Listen in if you are thinking about selling your business so you can get the best deal.A Hurrdat Medi...
2022-10-1834 minLegal VisionariesLeadership: Upgrade Your Operating SystemLeadership is one of those concepts that gets thrown around a lot but can be used in many different ways. On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Anne Collier, CEO of Arudia, a firm dedicated to improving culture, collaboration, and communication, about the definition of leadership, effectuating change, what is meant by “operating system” in this context, self-actualization, different tools to help develop leadership skills, and the shadow side of ourselves. Listen in to improve your skills at all levels.A Hurrdat Media Production. Hurrdat Media is a digital m...
2022-10-1130 minLegal VisionariesPrivate Family Trust CompaniesThese days it is very common for families to want to include other family members, close friends, or advisors in assisting with their trusts. One strategy for accomplishing this is the Private Family Trust Company. Tune in to today’s episode as Rachel Truhlsen, a co-member at Vandenack Weaver Truhlsen interviews our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen about this strategy. What are the advantages, the ownership and governance, regulated and unregulated companies, how to choose the jurisdiction, and if there are alternatives that should be considered.A Hurrdat Media Production. Hurrdat Media is a digital...
2022-10-0427 minLegal VisionariesLaw Firm CFO ExpectationsDo you know what your Law Firm CFO should be doing? On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Terrell Turner, a CPA and co-founder of Fractional CFO discuss the expectations of Law Firm CFO’s. They take you from the basics of clarifying all the accounting roles and the Top 3 controls you need to have in place to determining if you need a CFO, key questions to ask before hiring a CFO, and looking at profitability of flat fees for services. Listen in to some real-world examples to h...
2022-09-2734 minLegal VisionariesIntersection of Marital Law and Estate PlanningOn today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen speaks to Sharon Klein, Executive Vice President and Head of the National Divorce Advisory Practice at Wilmington Trust, about estate planning at different points in a marriage. Their discussion covers the Pre-Marital Phase to a divorce situation with tips along the way to protect assets. Listen in to learn about “hidden assets” in pre-marital planning, structuring trust shares, community property states, actions to take in the case of a divorce, life insurance considerations and more.A Hurrdat Media Production. Hurrdat Media is a digit...
2022-09-2041 minLegal VisionariesCaring For Yourself While Caring For OthersMany attorneys, and people in other professions, experience burnout during their career. On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and Crystal Patterson, General Counsel at Gulfstream Commercial Services, LLC discuss the importance of practicing self-care. What is “burnout” and why does it affect lawyers? What are some signs you may be experiencing burnout? What are some ways to prevent it and how can leaders help? Are there ethical rules regarding burnout? Tune in to learn more about caring for yourself while caring for others.A Hurrdat Media Production. Hurrdat...
2022-09-1333 minLegal VisionariesLegal Issues Related to Aging – For EveryoneOn today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and one of her partners, Rachel Truhlsen, discuss legal issues that can be unique to the elderly population. Mary and Rachel are passionate about helping families address income and estate tax issues, incapacity planning and connecting the dots between various aspects of these things. Listen in as they talk about “Elder Law”, who may need asset protection, a financial Power of Attorney, Medicare, healthcare management and avoiding interference with testamentary intentions of clients.A Hurrdat Media Production. Hurrdat Media is a digital media and...
2022-09-0632 minLegal VisionariesBuilding a Trust and Estate Planning Practice in Alaska (or anywhere)What do mathematical modeling and estate planning have in common? Listen in as our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Abigail O’Connor, a trust and estate planning attorney at O’Connor Law LLC in Anchorage about using her background in mathematics in her estate planning practice, the journey from Florida to Alaska, what prompted her to start her firm and how she began networking in Alaska to build the practice, her mix of Alaskan and Non-Alaskan clients and her top tips for starting a firm.A Hurrdat Media Production. Hurrdat...
2022-08-3033 minLegal VisionariesBest Practices for Financial Assets in Estate PlanningAre you coordinating your financial assets and your estate plan to make sure to make sure your testamentary intentions are effectuated? This is the topic of today’s episode with our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Stacie Neussendorfer J.D, CFP®, CAP®, CKA®., a Senior Lead Advisor with The Foster Group who has significant experience as both an estate planning attorney and in wealth management. Listen in as they discuss Agency Accounts, Titling of Financial Assets, beneficiary designation, and coordinating annuities and tax qualified accounts such as IRA's.A Hurrdat...
2022-08-2331 minLegal VisionariesBrave BoundariesAchieve wellbeing in your professional and personal life. This is the topic of today’s episode with our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Sasha Shillcutt, M.D.,an endowed professor and the Vice Chair of Strategy in the Department of Anesthesiology at the University of Nebraska Medical Center as well as CEO & Founder of Brave Enough. Hear her reasons for starting her organization, her philosophies on setting boundaries and how “NO” is a complete sentence. Listen in to learn how you can set brave boundaries and where you can find Dr. Shillcutt’s ne...
2022-08-1640 minLegal VisionariesTaxation of AircraftAre you thinking of buying a plane or do you already own one? If so you should listen to today’s podcast to learn all the tax issues that are associated with aircraft. Our host,Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, walks us through some of the questions regarding taxation of aircraft. How does the Tax Cut and Jobs Act impact ownership? Does the plane have to be used for business purpose? What is a 50% test? Does ownership structure matter? What should you consider before buying a plane? These questions and others are answered by our host so you...
2022-08-0920 minLegal VisionariesMaximizing Client RelationshipsOn today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen discusses Maximizing Client Relationships To Grow Your Practice with her guest Carol Schiro Greenwald, PhD, owner of CSG Marketing Partners as well as a coach, strategist, and marketing consultant. Listen in to learn what it means to focus on current clients for growth, how to use value to create loyalty, creating a client-centric practice and finding repeat “Ideal Clients.”A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat...
2022-08-0231 minLegal VisionariesThen and Now – Divorce and Estate PlanningEveryone hopes that their family does not experience divorce but it’s important to make sure the estate plan is not impacted if it does happen. On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsenand her guest Sharon Klein, Executive Vice President at Wilmington Trust and Head of the National Divorce Advisory Practice discuss the possible impacts of a divorce. There have been many changes in the ways courts view marital assets, trusts, spendthrift clauses, standards for distribution and even the definition of a spouse. Listen in and learn how you can be protected.
2022-07-2635 minLegal VisionariesSports Analogies for Estate PlanningThe best offense is a great defense. We hear that all the time with regard to sports but how does that relate to estate planning? Listen to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Ross Polking, a senior lead advisor with The Foster Group discuss the many connections between sports analogies and estate planning. Teamwork, choosing your players, game saving plays, not forfeiting the game. These are all sports sayings that apply to the business of estate planning. Tune in to learn more.A Hurrdat Media Product...
2022-07-1926 minLegal VisionariesEstate Planning for CryptocurrencyThe IRS considers cryptocurrency property, not currency. Do you know how this could affect your estate planning? On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Lara Sass an estate planning attorney in New York City serving high net worth clientele about why you need to consider cryptocurrency in estate planning. What estate planning methods are recommended? Can you avoid probate? What about ownership by trusts or corporations? What is a deadman switch? Listen in as they answer a variety of questions to help you through this process.A Hurrdat Media Produc...
2022-07-1227 minLegal VisionariesStrategic Networking to Build Your PracticeTo make networking a successful prospecting and practice building activity you need to have a strategy. On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Carol Schiro Greenwald, PhD., owner of CSG Marketing Partners and author of Strategic Networking for Introverts, Extroverts and Everyone in Between and Build Your Practice the Logical Way: Maximize Your Client Relationships. Listen in as they discuss why networking is important for lawyers and law firms, tips and tricks for introverts and extroverts and how to build a successful networking strategy.A Hurrdat Media Pr...
2022-07-0539 minLegal VisionariesUnique Challenges in Estate Planning for PhysiciansPhysicians, and others in professional careers, have specific estate planning issues due to their line of work. On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Stacie Neussendorfer, a Senior Lead Advisor with The Foster Group with significant experience as both an estate planning attorney and wealth management, discuss integrated financial and estate planning and why it is important. Deferred income, student loan debt, retirement assets, practice ownership all need to be considered in these estate plans. Listen in to learn what is often overlooked and the best way to protect your as...
2022-06-2832 minLegal VisionariesThe 5 Components of Marketing RBIToday our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Janet Falk, a public relations and marketing communications consultant in New York discuss how attorneys can improve their marketing RBI. The discussion starts with the definition of marketing RBI and why it is important. Then they take the listener through the 5 components, the strategies behind them and how to accomplish them if it is out of your comfort zone. Listen in and learn how you can raise your RBI to increase awareness of your law firm.A Hurrdat Media Production. Hurrdat Media is...
2022-06-2128 minLegal VisionariesThe What, Who and Why of Section 1202 StrategiesToday’s episode of Legal Visionaries covers the topic of Section 1202 Strategies in estate planning. Our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Lara Sass, an estate planning attorney in New York City serving a high-net-worth clientele, about the IRS code itself, the benefits for founders and investors of small businesses, requirements for exclusions, 1202 “Stacking” and when to start the planning process. Listen to today’s episode to learn ways you can take advantage of these strategies for yourself or your clients.A Hurrdat Media Production. Hurrdat Media is a digital media and com...
2022-06-1415 minLegal VisionariesWhy Her and Not MeHow can you be the attorney that reporters call? That is the topic on today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and Janet Falk, a public relations and marketing communications consultant from New York, discuss how solo practitioners and small law firms with distinguishing themselves in the market. Why should attorneys want to be seen in the news? What is a media profile and how should you use one? When do you use a press release? Listen in and learn more about raising your public profile.A Hurrdat Media Pr...
2022-06-0726 minLegal VisionariesHealth Care Directive IssuesWe often hear that having a specific, well-defined directive on health care issues is important but why do we need this? Listen in 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 nu...
2022-06-0132 minLegal VisionariesAsset Protection and Income Tax PlanningOn today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and Jonathan Gopman, an attorney with Nelson Mullinsand 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.A Hurrdat Media Production. Hu...
2022-05-3140 minLegal VisionariesBiofeedback and MindfulnessOn 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 he...
2022-05-2428 min
The Entrepreneur Spotlight Show with Andy JacobMary E. Vandenack, CEO & Founding Member, Vandenack, Weaver & Truhlsen, A DotCom Magazine InterviewAbout Mary E. Vandenack and Vandenack, Weaver & Truhlsen:
I am CEO, Founding and Managing Member of Vandenack Weaver LLC in Omaha, Nebraska. I practice in the areas of tax, trusts and estates, business succession, high net worth estate planning, asset protection planning, executive compensation, business succession planning, tax dispute resolution, and philanthropy. My practice serves businesses and business owners, executives, real estate developers and investors, health care providers, professionals, and tax-exempt organizations. I am a member of the American Bar Association Real Property Trust and Estate Section where I serve as a Member of Council and the...
2022-05-1922 minLegal VisionariesNew Taxpayer Adverse Clawback Regulations – How Will They Affect Your Clients?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....
2022-05-1741 min
Legal VisionariesNew Taxpayer Adverse Clawback Regulations – How Will They Affect Your Clients?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. ...
2022-05-1741 minLegal VisionariesTools For Effective Team BuildingThe 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 pe...
2022-05-1026 minLegal VisionariesTools For Effective Team BuildingThe 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 fo...
2022-05-1026 minLegal VisionariesHealth Care Directive IssuesWe often hear that having a specific, well-defined directive on health care issues is important but why do we need this? Listen in 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 nu...
2022-05-0332 min
Legal VisionariesThe Benefits of Practicing Mindfulness“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 import...
2022-04-2627 min
Legal VisionariesCommon Trust and Estate LitigationOn 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. A Hurrdat Media Production. Hurrd...
2022-04-1932 min
Legal Visionaries5 Behaviors of an Effective TeamListen 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. A Hurrdat Media Production. Hurrdat Me...
2022-04-1229 min
Legal VisionariesThe Concept of “Both/And” in Estate PlanningTaking 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 all...
2022-04-0530 min
Legal VisionariesMindfulness in Decision-Making“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. A Hurrdat Media Pr...
2022-03-2923 min
Legal VisionariesUsing an ESOP as a Business Exit Strategy… Good Idea?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? A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based...
2022-03-2226 min
Legal VisionariesVirtual WellnessCOVID 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...
2022-03-1524 min
Legal VisionariesIncorporating Charitable Giving Into Your Estate PlanIf 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 aw...
2022-03-0829 min
Legal VisionariesCollaborative Planning in Business ExitsCollaborative 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 resu...
2022-03-0117 min
Legal VisionariesFamily Limited Partnership – An Estate Planning StrategyOn 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. A Hurrdat Media Production. Hurrdat Media is a digital media and comm...
2022-02-2215 min
Legal VisionariesLife Care Planning ModelWhat 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 a...
2022-02-1520 min
Legal VisionariesCommon Trust and Estate LitigationWhen 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 li...
2022-02-0827 min
Legal VisionariesNutrition’s Role In WellnessDoes 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...
2022-02-0124 min
Legal VisionariesLeaving Corporate America To Start Your Own BusinessToday’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 ourhost 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. A Hurrdat Media Production. Hurr...
2022-01-2527 min
Legal VisionariesRemote Practice TipsHow 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 fu...
2022-01-1830 min
Legal VisionariesCharitable Strategies for Business ExitsIn 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. A Hurrdat Media Production. Hurrdat Med...
2022-01-1120 min
Legal VisionariesImportance of Law Firm Culture for Lawyer’s WellbeingUnderstanding 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...
2022-01-0414 min
Legal VisionariesLegacy Planning Aspect of Business ExitsThe 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 op...
2021-12-2825 min
Legal VisionariesWellbeing Tips for LawyersAchieving 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. A Hurrdat Media Production. Hurrdat Media is a digi...
2021-12-2132 min
Legal VisionariesYear End Tax Planning for 2021For 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...
2021-12-1440 min
Legal VisionariesEffective Use of LinkedIn for LawyersThere 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 ge...
2021-12-0728 min
Legal VisionariesThe Ins and "Outs" of Earn Out AgreementsThis 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. A ...
2021-11-3025 min
Legal VisionariesCybersecurity“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 perso...
2021-11-2330 min
Legal VisionariesLegislative Proposals and Year End Tax Planning for 2021It’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 wil...
2021-11-1656 min
Legal VisionariesTrust Strategies for the Business ExitThis 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. A Hurrdat M...
2021-11-0926 min
Legal VisionariesFinancial Controls for Law Firms: Accounting PolicyDo 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 you...
2021-11-0232 min
Legal VisionariesEstate Planning for Ag ClientsThis 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...
2021-10-2630 min
Legal VisionariesFuture Issues for Law PracticesTune 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 succ...
2021-10-1927 min
Legal VisionariesIncapacity PlanningWhy 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. A...
2021-10-1229 min
Legal VisionariesWhat’s New with Microsoft 365?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...
2021-10-0519 min
Legal VisionariesConsiderations When Selecting a TrusteeHow 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 candidates? Choosing the wrong Trustee can have negative consequences on your es...
2021-09-2825 min
Legal VisionariesGaslighting In The WorkplaceJoin 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. A Hurrdat...
2021-09-2124 min
Legal VisionariesDynasty TrustsJoin 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 know to set up an effective dynasty trust.
2021-09-1416 min
Legal VisionariesManaging Your Client ListTune 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 impro...
2021-09-0725 min
Legal VisionariesCurrent Trends In Health Care LawWelcome 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...
2021-08-3124 min
Legal VisionariesComprehensive Estate Planning through Professional CollaborationThis 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 su...
2021-08-2422 min
Legal VisionariesPrivate FoundationsTune 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 activit...
2021-08-1729 min
Legal VisionariesThe Inner and Outer Game of Law Firm LeadershipThis 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 leade...
2021-08-1022 min
Legal VisionariesEnhancing Your Brand In Anticipation of SellingIn 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 busi...
2021-08-0317 min
Legal VisionariesNon-Disclosure Agreements When Selling Your BusinessWelcome 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. A Hurrdat Media Production. Hurrdat M...
2021-07-2713 min
Legal VisionariesBusiness and Tax Considerations Before SellingIn 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 we...
2021-07-2024 min
Legal VisionariesWelcome to our podcast!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. A Hu...
2021-07-1316 min
The Digital EdgeManaging Your Law Firm Through ChangeLeading a law firm throughout the pandemic has been no easy task, but the lessons learned have helped many attorneys position their firms for a more tech-focused, efficient approach to business. Jim Calloway and Sharon Nelson talk with Mary Vandenack about how she has managed her law firm through the many changes wrought by the pandemic. She describes their transition to remote work, ways to support team communication and tech needs, and her firm's focus on redesigning legal services to increase automation and accessibility. Mary E. Vandenack is the founding and managing member of Vandenack Weaver LLC...
2021-04-2231 min
On the Road with Legal Talk NetworkAffordable Technology for Small Firm ProductivityAs a lawyer, it’s heartbreaking to waste potentially billable hours searching for a lost document. Luckily, technology can help maximize time and automate processes, but where should you start when it comes to investing in tech? In this report from On The Road at ABA TECHSHOW 2018, host Patrick Palace talks to Heidi Alexander and Mary Vandenack about basic technologies that every law firm should have that will give them back those wasted hours. They also discuss the importance of process and how figuring out systems should come before buying a bunch of technology. Heidi Alexander is th...
2018-03-1612 min
The Digital EdgeAnalysis of the ABA Report on the Future of Legal ServicesMany lawyers are familiar with the varied services and resources that the American Bar Association provides to their members around the country. In this episode of The Digital Edge, hosts Sharon Nelson and Jim Calloway talk with Vandenack Williams LLC. founder Mary Vandenack about the American Bar Association Future of Legal Services commission, the data found in that study, and how those findings can help lawyers improve and prepare for the future of law. Special thanks to our sponsors, ServeNow, CloudMask, and Scorpion.
2016-10-2125 min
The Digital EdgeAnalysis of the ABA Report on the Future of Legal ServicesMany lawyers are familiar with the varied services and resources that the American Bar Association provides to their members around the country. In this episode of The Digital Edge, hosts Sharon Nelson and Jim Calloway talk with Vandenack Williams LLC. founder Mary Vandenack about the American Bar Association Future of Legal Services commission, the data found in that study, and how those findings can help lawyers improve and prepare for the future of law. Special thanks to our sponsors, ServeNow, CloudMask, and Scorpion.
2016-10-2125 min
New Solo6 Steps to Make Alternative Fees ProfitableMany attorneys are reluctant to try alternative billing methods because they fear that moving away from the billable hour will be complicated and less profitable. Furthermore, lawyers who are interested in billing alternatives often don’t know where to find resources to help them implement such changes in their own law firms. In this episode of New Solo, host Adriana Linares talks with Vandenack Weaver LLC founder Mary Vandenack about her six simple steps for any lawyer looking to successfully implement alternative billing methods in their law practice. Special thanks to our sponsors, Solo Practice University and Cli...
2016-10-0732 min
New SoloImplementing Alternative Billing in your Law PracticeIn this episode of New Solo, host Adriana Linares talks with Vandenack Weaver LLC founder Mary Vandenack about lawyers using alternative billing models. Mary defines alternative billing as any way of charging for a law firm's services that isn’t the billable hour and talks about her experiences breaking away from a large firm and starting her own. She shares an interaction with a client that led her to consider alternative fees and explains that a common fear among lawyers when discussing alternative billing is under charging for your services. Mary advises attorneys to analyze their process, break those me...
2016-10-0639 min