Legal Visionaries

Everyone hopes that their family does not experience divorce but it’s important to make sure the estate plan is not impacted if it does happen. On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsenand her guest Sharon Klein, Executive Vice President at Wilmington Trust and Head of the National Divorce Advisory Pract...

The best offense is a great defense. We hear that all the time with regard to sports but how does that relate to estate planning? Listen to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Ross Polking, a senior lead advisor with The Foster Group discuss t...

The IRS considers cryptocurrency property, not currency. Do you know how this could affect your estate planning?  On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Lara Sass an estate planning attorney in New York City serving high net worth clientele about why you need to...

To make networking a successful prospecting and practice building activity you need to have a strategy. On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Carol Schiro Greenwald, PhD., owner of CSG Marketing Partners and author of  Strategic Networking for Introverts, Extroverts and E...

Physicians, and others in professional careers, have specific estate planning issues due to their line of work. On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Stacie Neussendorfer, a Senior Lead Advisor with The Foster Group with significant experience as both...

Today our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Janet Falk, a public relations and marketing communications consultant in New York discuss how attorneys can improve their marketing RBI.  The discussion starts with the definition of marketing RBI and why it is important. Then the...

Today’s episode of Legal Visionaries covers the topic of Section 1202 Strategies in estate planning. Our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Lara Sass, an estate planning attorney in New York City serving a high-net-worth clientele, about the IRS code itself, the benefits for founders and inv...

How can you be the attorney that reporters call? That is the topic on today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and Janet Falk, a public relations and marketing communications consultant from New York, discuss how solo practitioners and small law firms with distinguishing themselves in t...

We often hear that having a specific, well-defined directive on health care issues is important but why do we need this? Listen in to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks with her guest Michael Sneeringer, an attorney at Porter Wright in Naples, FL about the health care issues related to estate planning. What is a writte...

On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and Jonathan Gopman, an attorney with Nelson Mullinsand an expert on asset protection structures, discuss combining income tax planning with Asset Protection planning. Listen in to hear a high-level overview of these strategies as well as critical...

On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Dr. Inna Khazan, PhD, a clinical psychologist, author, and expert on mindfulness about using biofeedback and the practice of mindfulness to gain a balance between “allowing things to be how they are and still moving forward....

On April 26, 2022 the U.S. Treasury issued new clawback regulations that could affect many standard estate planning transfers. Listen to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Jonathan Blattmachr, a principal at Pioneer Wealth Partners and Editor-In-Chief of InterActive Legal, discuss the changes that every estate...

The primary reason that people leave organizations today is the culture or team. A good team can be a significant competitive advantage. Listen in to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks with her guest Cheryl Kuhn, owner of Tarsus Consulting, about the importance of building an effective team. Along with the 5 behaviors,...

“Being in the present moment, the way it is, without judgement.”  This is the working definition of Mindfulness according to today’s guest, Dr. Inna Khazan, a clinical psychologist, author, and faculty member at Harvard Medical School.  Our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Dr. Khazan about the benefits of mindfulness, easy steps to get st...

On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Bonnie Boryca, a partner at Erickson Sederstrom, focus their discussion on will contests and lawsuits challenging the validity of a trust.  These are common trust and estate litigations so tune in to hear real-world examples and learn more about the types of litigation, a few re...

Listen in to today’s episode as our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Cheryl Kuhn, owner of Tarsus Consulting in Kansas City, MO discuss evidence-based tools for teambuilding.  Why does teamwork matter?  How do you know if you have a good team?  What are the 5 behaviors of an effective team and how do you build them?  Does the leader...

Taking two concepts that seem contradictory and holding them at the same time.  This is the theory behind the yoga-based concept of “both/and”.  On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsenand her guest Vanessa Kanaga, CEO of InterActive Legal discuss how this concept can be applied in Estate Planning.  Doing what the client wants and w...

“The best decisions are made when you combine the technical and the spiritual aspects of decision-making” said Brady Marlow, a wealth strategist at Carson Wealth and the guest on today’s episode of Legal Visionaries.  Listen in as our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Brady about the reason this is useful for entrepreneurs, the biggest cha...

Tune in to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Mike Weaver, a managing member at Vandenack Weaver explain Employee Stock Ownership Plans and when they might be beneficial in an exit strategy.  Learn what an ESOP is and how they work, the possible benefits for a company, information about the tax strategies, the...

COVID brought many changes to the healthcare world, one of them being an increased use of Telehealth.  On today’s episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Dr. Nikki Kendall, N.D. a professor at Midland University and nutrition, health and wellness coach at Well-Choices Health Coaching discuss these changes and what we can expect...

If you think about your estate plan as your last lesson to your beneficiaries, what would that lesson be?  On today’s episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her partner Mike Weaver, managing member at Vandenack Weaver Truhlsen discuss charitable giving with Mark Weber, Philanthropic Consultant at Legacy Spectrum Advisor, LLC.  When shou...

Collaborative Planning for a Business Exit can be very beneficial for business owners.  On today’s episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guests, Rob Wellendorf, a Business Exit Planning Expert and President at Executive Wealth Strategies and Mike Weaver, a managing member at Vandenack Weaver Truhlsen explain the main vision and ben...

On today’s episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Lara Sass, an estate planning attorney in New York City serving high net worth clients, tell us about Family Limited Partnerships and how they can be beneficial in estate planning.  Listen in to learn why you might set up a Family Limited Partnerships, the variations in the st...

What is a Life Care Planning Model and how does it fit into Estate Planning?  In today’s episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Rachel Truhlsen, Managing Member at Vandenack Weaver Truhlsen answer these questions and many more.  How is this model unique and why does it work so well?  What are some of the issues that come up i...

When a trust or estate plan is created, many people assume that it is iron-clad from a legal perspective but that is not always true.  In this episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Monte Schatz, Managing Member at Vandenack Weaver discuss common trust and estate litigation and some things you can do to avoid it.  How do poor...