Hurrdat Media

Legal Visionaries

The practice of law involves constantly changing legal rules and technology and requires innovation, leadership, community, and wellness to make it all work effectively. Join Mary Vandenack for the Legal Visionary podcast. Mary will provide updated legal news in the areas of tax, business, trusts and estates as well as evolving methods of providing legal service, collaborative legal efforts, legal technology, and wellbeing. Mary will interview leaders in the areas of closely held businesses, tax, trusts, and estates (including related and collaborative services) as well as guests with knowledg...

Author

Hurrdat Media

Category

Education

Podcast website

art19.com

Latest episode

Jun 25, 2024

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Episodes

Productivity – Practical Time Management and Technology for Law Firms 17.01.2023

On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Dan Siegel, an attorney in the Philadelphia area and a nationally recognized authority on technology, law office practices, and workflow management, among other things. Dan recently wrote a book, co-authored with Allison Shields,&nbsp...

Business Prenups 10.01.2023

What is a Business Prenup and do you need one? Listen in to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, and David Campbell, a director with the Dallas firm of Underwood Perkins, P.C. discuss this important topic for business owners. They explain the purpose of a business prenup, when owne...

Integrative Healthcare for Wellbeing 03.01.2023

Listen in to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, talks to Dr. Jaime Dodge, a Family Medicine Specialist at Aletheia Integrative Medical about integrative medicine and weight loss. Dr. Dodge defines Integrative Care as “true healing for people” incorporating procedures, prescr...

Ethical Rules Need To Change 27.12.2022

How 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 Rule...

Key Things Law Firms Can Do To Grow Profits 20.12.2022

Is 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 t...

Premium Financing 13.12.2022

On 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 investm...

Estate Tax Planning After the 2022 Elections 06.12.2022

“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...

Diversity and Wellness 29.11.2022

On 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 workpla...

Supercharge Your Culture 22.11.2022

Organizational 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 Professio...

Family Office 15.11.2022

On 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...

I’m Not My Father: Taking on the Family Business 08.11.2022

Stepping 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...

Asset Protection for Accumulated Wealth 01.11.2022

Asset 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 discus...

Fiduciary Issues in Financial Planning 25.10.2022

Is 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 fidu...

How To Find A Buyer For Your Business 18.10.2022

On 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 buye...

Leadership: Upgrade Your Operating System 11.10.2022

Leadership 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...

Private Family Trust Companies 04.10.2022

These 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 o...

Law Firm CFO Expectations 27.09.2022

Do 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 contr...

Intersection of Marital Law and Estate Planning 20.09.2022

On 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 t...

Caring For Yourself While Caring For Others 13.09.2022

Many 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...

Legal Issues Related to Aging – For Everyone 06.09.2022

On 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...

Building a Trust and Estate Planning Practice in Alaska (or anywhere) 30.08.2022

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&nbsp...

Best Practices for Financial Assets in Estate Planning 23.08.2022

Are 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 h...

Brave Boundaries 16.08.2022

Achieve 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 Cent...

Taxation of Aircraft 09.08.2022

Are 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 a...

Maximizing Client Relationships 02.08.2022

On 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 w...

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