Latest Legal visionaries podcast Podcast Episodes

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Key Steps and Legal Insights for Selling Your Medical Practice

Legal Visionaries - June 25, 2024 07:00 - 25 minutes ★★★★★ - 5 ratings
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...

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Data Gathering Best Results in Business Exit Planning

Legal Visionaries - June 18, 2024 07:00 - 25 minutes ★★★★★ - 5 ratings
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 Wel...

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Actualized Leaders: Mastering Your Shadow for Peak Leadership

Legal Visionaries - June 11, 2024 07:00 - 34 minutes ★★★★★ - 5 ratings
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...

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Empowering Choices: Understanding Supported Decision-Making

Legal Visionaries - June 04, 2024 07:00 - 24 minutes ★★★★★ - 5 ratings
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 indi...

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Creating a Workplace Culture that Promotes Performance, Well-Being and Retention

Legal Visionaries - May 28, 2024 18:57 - 21 minutes ★★★★★ - 5 ratings
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. ...

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The Art & Science of Business Exit Planning

Legal Visionaries - May 21, 2024 15:19 - 25 minutes ★★★★★ - 5 ratings
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...

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The Vital Role of Health Care Powers of Attorney

Legal Visionaries - May 14, 2024 16:19 - 36 minutes ★★★★★ - 5 ratings
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 attor...

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A Business Exit Strategy Blueprint

Legal Visionaries - May 07, 2024 07:00 - 27 minutes ★★★★★ - 5 ratings
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 ...

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Current Developments Unveiled (Part 1)

Legal Visionaries - April 30, 2024 07:00 - 39 minutes ★★★★★ - 5 ratings
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 Gle...

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Building Your Wealth Dream Team (Part 2)

Legal Visionaries - April 23, 2024 07:00 - 35 minutes ★★★★★ - 5 ratings
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, Se...

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Top Ten Estate Planning Considerations for 2024

Legal Visionaries - April 16, 2024 07:00 - 39 minutes ★★★★★ - 5 ratings
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 stra...

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Building Your Wealth Dream Team (Part 1)

Legal Visionaries - April 09, 2024 17:05 - 24 minutes ★★★★★ - 5 ratings
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 Direct...

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Unveiling the Corporate Transparency Act

Legal Visionaries - April 02, 2024 07:00 - 23 minutes ★★★★★ - 5 ratings
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 overvi...

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Legal Insights for Senior Living Communities: Navigating Care, Regulations, and Beyond

Legal Visionaries - March 26, 2024 07:00 - 35 minutes ★★★★★ - 5 ratings
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, s...

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Dribbling Towards Financial Freedom – Slam Dunk Strategies

Legal Visionaries - March 19, 2024 07:00 - 52 minutes ★★★★★ - 5 ratings
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 ...

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Secondary Planning for Charitable Remainder Trusts

Legal Visionaries - March 12, 2024 17:11 - 30 minutes ★★★★★ - 5 ratings
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...

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Converting “Loud” Trust and Key Insights on “Silence”

Legal Visionaries - March 05, 2024 08:00 - 36 minutes ★★★★★ - 5 ratings
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-...

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Alternatives to 1031’s – Real Estate Shelter Trust

Legal Visionaries - February 27, 2024 08:00 - 29 minutes ★★★★★ - 5 ratings
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 Ster...

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Valuation Insights: Navigating Estate Planning with Precision

Legal Visionaries - February 20, 2024 08:00 - 41 minutes ★★★★★ - 5 ratings
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 Mo...

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Diversifying Your Wealth: The Power of Stock Diversification Trusts

Legal Visionaries - February 13, 2024 18:24 - 26 minutes ★★★★★ - 5 ratings
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 com...

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What is a Silent Trust and Why Does It Matter?

Legal Visionaries - February 06, 2024 08:00 - 28 minutes ★★★★★ - 5 ratings
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 i...

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Strategies for Valuing Complex and Unusual Entities

Legal Visionaries - January 30, 2024 08:00 - 32 minutes ★★★★★ - 5 ratings
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...

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Navigating the Path to Family Financial Preservation

Legal Visionaries - January 23, 2024 08:00 - 34 minutes ★★★★★ - 5 ratings
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...

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Consider a Business Owner Trust for your Sale

Legal Visionaries - January 16, 2024 08:00 - 29 minutes ★★★★★ - 5 ratings
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 Presi...

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Capitalizing Care: Exploring the Surge of Private Equity in Healthcare

Legal Visionaries - January 09, 2024 08:00 - 31 minutes ★★★★★ - 5 ratings
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 accom...

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Strategic Tax Planning Unwrapped: Exploring Tax-Exempt Trusts

Legal Visionaries - January 02, 2024 17:11 - 41 minutes ★★★★★ - 5 ratings
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 M...

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Decoding Qualified Charitable Distributions

Legal Visionaries - December 26, 2023 08:00 - 24 minutes ★★★★★ - 5 ratings
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 L...

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Strategic Conversations: Tactical Influence in Leadership and Communication

Legal Visionaries - December 19, 2023 08:00 - 36 minutes ★★★★★ - 5 ratings
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 th...

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Navigating Legal Waters: Professional Wills for Mental Health Practitioners

Legal Visionaries - December 12, 2023 08:00 - 17 minutes ★★★★★ - 5 ratings
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 Menta...

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Preserving Prosperity: Mastering Multi-Generational Wealth Transfer

Legal Visionaries - December 05, 2023 08:00 - 34 minutes ★★★★★ - 5 ratings
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 Ritche...

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