Vandenack Weaver Truhlsen - Legal Visionaries

Tune in to today's episode as our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits, is joined by Tracey Salinski, a partner at DUGGAN BERTSCH. Together, they discuss the important steps involved in preparing to sell a medical practice. First, they emphasize the importance of retaining legal counsel before drafting the Letter of Intent (LOI). They go on to describe the structure of a Letter of Intent and highlight why it is essential to have this document detailed and well-negotiated. The discussion also covers financial preparation and the importance of gathering and organizing contracts and agreementsto ensure the Due Diligence stage goes smoothly. Listen in to learn what you need to know before selling your practice.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

According to today's guest, preparing for a business exit should start the day you start the business. Tune in to this episode when our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits, and Rob Wellendorf, President of Execso, give listeners insight into the essential data needed for successful business exit planning. While financial data is important, organizational data, market and industry data, legal and regulatory data, and more are equally important. Listen in to ensure you're well-prepared for a smooth transition into the next phase of your life.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to this episode of Legal Visionaries when our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits, and her guest, Anne Collier, CEO of Arudia, discuss helping leaders stay out of their "shadow" and step into their full potential. Shadow behaviors—those thoughts and feelings deeply embedded in our subconscious and triggered by fear and stress—can cloud our judgment and hinder effective problem-solving. But it doesn't have to be this way. Join us to learn how to unlock the secrets of self-knowledge, strategic thinking, and true objectivity. Empower yourself to lead with clarity and authenticity, creating a positive impact on your team and organization.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits, is joined byVanessa Kanega, CEO Interactive Legal, to explore the principles of Supported Decision-Making (SDM). SDM empowers individuals with disabilities to make choices about their own lives with the support of a team they choose. Mary and Vanessa will outline how DSM works, discuss the benefits of the practice as well as how it can be applied to mental health and end-of-life decisions. Tune in to learn more about this important topic and how it can impact the lives of individuals with disabilities.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tune in to this episode when our host, Mary Vandenack, a legal expert specializing inhigh-end estate planning, tax strategy, asset protection planning, and business exits, sits down with Anne Collier, CEO of Arudia, to discuss how leadership actions can affect the culture of a company. Together, they explore the concept of culturally competent leadership, how generations seek different experiences at work, the attributes of actualized leaders, and techniques to reduce stress and reactivity. If you are a leader, what you do matters. Listen in to learn how to create a positive workplace culture.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tune in to this episode when our host, Mary Vandenack, a legal expert specializing inhigh-end estate planning, tax strategy, asset protection planning, and business exits, and Rob Wellendorf, President of Execso, layout a pathway for business owners to exit in style. In their discussion about the art & science of business exit planning they cover financial preparedness, timing, succession planning, legal & tax considerations, maximizing business value, and more. Join them to gain insights and plan for your successful transition.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, join host Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits, and Vanessa Kanaga, CEO of Interactive Legal in their discussion about the significance of having a health care power of attorney in place. Discover the nuances of the types of documents and how they function, factors to consider when choosing an attorney, and some helpful provisions in the new Uniform Health-care Decisions Act. Tune in to learn how proactive planning can empower you to make informed healthcare choices, safeguarding your well-being and preserving your wishes.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Are you ready for the day you'll step away from your business? According to Rob Wellendorf, President of Execso, Business Exit Planning, the groundwork for your business exit should be laid from day one. In this episode, our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits, sits down with Rob to outline a 5-year plan including assessment, preparation, and readiness for the sale. Tune in to discover the essential steps you should take in each of the 5 years to ensure a seamless transition into your post-exit life.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tune in to the latest episode of Legal Visionaries, hosted by Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits. Joining her is Mark Parthemer, Chief Wealth Strategist and Florida Regional Director at Glenmede. Listen in as they discuss the recent developments in the world of taxes and estate planning including the Corporate Transparency Act, the IRS CCA on grantor trusts, the Treasury Priority Guidance Plan, and more. Make sure you are informed and prepared for the next tax season.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit and her guests Zac Ritchey, a Certified Planner and Managing Director of Private Wealth Asset Management's Omaha office, and Ben Goethel, Senior Wealth Strategist at Private Wealth, for Part 2 in this series. Gain valuable insights on evaluating your wealth management team as they discuss what the advisor should know about estate planning, tax issues, non-stock market risks, life insurance, custodians, reporting and much more. Tune in before selecting your Dream Team.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Estate planning is not just about distributing assets after one's passing; it's a comprehensive strategy that encompasses various legal, financial, and personal considerations. On today's episode our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit planning is joined by Scott Sissel, a member at DUGGAN BERTSCH LLC to discuss a range of crucial topics in estate planning in 2024, covering everything from estate tax and income tax planning to business exit strategies, charitable giving, asset protection and more. Tune in to learn how to optimize your estate plan this year.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit as she delves into the crucial topic of assembling your wealth dream team. Alongside guests Zac Ritchey, a Certified Planner and Managing Director of Private Wealth Asset Management's Omaha office, and Ben Goethel, Senior Wealth Strategist at Private Wealth, this episode explores the intricate process of evaluating and selecting a wealth management team. Discover who should comprise your team, effective evaluation criteria, pertinent questions about document safeguarding and more. Tune in to understand the significance of this pivotal decision.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join us for this episode as Cheri Duryea, President of Duryea Strategic Marketing, takes the interviewer's seat when our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit gives a comprehensive overview of the Corporate Transparency Act (the “CTA”), which came into effect January 1, 2021. Vandenack, an inductee into the NAEPC Hall of Fame, explains the profound implications of the CTA, spanning its impact on both existing and prospective domestic and foreign corporate entities, its legislative backdrop, the mandatory filing requirements, and potential penalties for non-compliance. Tune in now to equip yourself with the essential understanding of the CTA and stay ahead of the curve.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this episode, Cheri Duryea, President of Duryea Strategic Marketing interviews our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit planning. Vandenack, an inductee into the NAEPC Hall of Fame, shares insights into legal considerations pertinent to senior living communities. From an explanation of the different care levels to delving into resident regulations, data security, disaster preparedness, healthcare compliance, and more, this discussion offers valuable knowledge for listeners seeking clarity on these issues. Tune in to learn how to navigate legal complexities in senior living environments.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this episode, 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, teams up with Ross Polking, Senior Business Development Advisor at Foster Group, explore a paradigm shift in financial planning – emphasizing financial independence instead of retirement. Drawing parallels between sports and estate planning, Mary and Ross discuss the shared principles of goal setting, training and preparation, consistency, and teamwork. Tune in to uncover actionable strategies to put you on the road to financial independence.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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, Vice President at Sterling Foundation Management, explore the 4 planning options for existing Charitable Remainder Trusts (CRT), shedding light on compelling reasons to consider adjustments post-setup. Discover the “secret sauce” essential for maximizing the benefits of this asset, accompanied by real-world examples that offer insights into enhancing your CRT strategy.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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, and her guest Vincent Thomas, a partner at Young Conaway Stargatt & Taylor LLP, for this insightful follow-up to Episode 136 on Silent Trusts. Today, they dive into the strategies for transforming a “loud” trust into a “silent” trust. Discover the 6 options for silencing trusts, unravel the mechanics of decanting, hear suggestions for drafting a silent trust, and explore practical considerations for implementation. Tune in to elevate your understanding of this strategy.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 byVincent 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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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, LLCdiscuss 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. This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 Tracy 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 Tracy dissect these questions, exploring the driving forces behind the surge in private equity investments in the healthcare sector.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 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. This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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!This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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, aFounding 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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 Brit Lorish, owner of 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. This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 atBurnett 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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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. This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.