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,...

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...

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...

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...

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 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,...

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,...

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...

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...

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...

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...

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...

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...

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,...

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...

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...

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...

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,...

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...

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...

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...

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...

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...

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...