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 em...

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...

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.&nbs...

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 ow...

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 le...

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 c...

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 t...

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 busi...

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 re...

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, fo...

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 i...

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,...

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 ca...

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 pe...

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 ins...

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 Tr...

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...

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 exp...

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...

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 Diversificatio...

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...

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 Advisor...

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&nb...

Explore the world of business exit planning and tax strategy.  In this episode, our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, and David Murray, Vice President of  Sterling Foundation Management, LLC discuss the concept of Busin...

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...