Legal Visionaries

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 –...

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 aspect...

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 “ Tacti...

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...

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...

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 insig...

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 surrou...

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 m...

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...

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 dili...

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 land...

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 applicat...

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 aspe...

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...

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 at Burnett Wilson Law &nbs...

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...

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:&nbsp...

Providing autonomy and dignity during the estate planning process can be challenging. On today’s episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, welcomes back Amanda Koplin, LPC, Founder of  Koplin Consulting , a nationwide concierge mental health treatment service. Their discussion aims to address conce...

On today’s episode 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, unpack the critical role of Income Tax Considerations in Estate Planning. Listen in as they share essential tips for managing passthrough business income and disc...

Discover the power of personal branding in the legal world with our latest podcast episode featuring our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest Katy Goshtasbi, founder of  Puris Consulting . They delve into the essence of personal branding, its research-backed impact, and how lawyers can leverage it.&nb...

Why is Alaska a popular state for creating trusts? Listen in to today’s episode when our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest, Abigail O’Connor of  O’Connor Law LLC , explore the allure of Alaska for creating trusts. Learn why someone would consider an Alaska asset protection trust,&nbs...

What is Long-Term Care Planning? From a fiduciary perspective, it is educating and bringing awareness to the challenges and expenses of long-term care. 70% of people over the age of 65 will need care for 3 – 5 years. On today’s episode, our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC talks to Darrin Brumbaugh, Partner&nbsp...

Welcome to today’s episode with our guest Joy Matak, a partner at SAX, an accounting firm offering Tax Advisory Solutions. On this episode, Joy and our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC share valuable insights on Non-Grantor Trusts. Listen in as they guide you through the d...

On today’s episode, our guest is Amanda Koplin, LPC, Founder of Koplin Consulting, a nationwide concierge mental health treatment service. Amanda and our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, discuss mental health for seniors and why this topic should be importa...

On 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...