Legal Visionaries

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 is joined by Scott Sissel, a member at DUGGAN BERTSCH LLC to discuss a range of crucial topics in estate planning in 2024, covering everything from estate tax and income tax planning to business exit strategies, charitable giving, asset protection and more.  Tune in to learn how to optimize your estate plan this year.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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, and Ben Goethel, Senior Wealth Strategist at Private Wealth, this episode explores the intricate process of evaluating and selecting a wealth management team. Discover who should comprise your team, effective evaluation criteria, pertinent questions about document safeguarding and more. Tune in to understand the significance of this pivotal decision.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 came into effect January 1, 2021. Vandenack, an inductee into the NAEPC Hall of Fame, explains the profound implications of the CTA, spanning its impact on both existing and prospective domestic and foreign corporate entities, its legislative backdrop, the mandatory filing requirements, and potential penalties for non-compliance. Tune in now to equip yourself with the essential understanding of the CTA and stay ahead of the curve.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 pertinent to senior living communities. From an explanation of the different care levels to delving into resident regulations, data security, disaster preparedness, healthcare compliance, and more, this discussion offers valuable knowledge for listeners seeking clarity on these issues. Tune in to learn how to navigate legal complexities in senior living environments.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 instead of retirement. Drawing parallels between sports and estate planning, Mary and Ross discuss the shared principles of goal setting, training and preparation, consistency, and teamwork. Tune in to uncover actionable strategies to put you on the road to financial independence.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 Trusts (CRT), shedding light on compelling reasons to consider adjustments post-setup. Discover the “secret sauce” essential for maximizing the benefits of this asset, accompanied by real-world examples that offer insights into enhancing your CRT strategy.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 strategies for transforming a “loud” trust into a “silent” trust. Discover the 6 options for silencing trusts, unravel the mechanics of decanting, hear suggestions for drafting a silent trust, and explore practical considerations for implementation. Tune in to elevate your understanding of this strategy.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 explore the benefits, drawbacks, and optimal scenarios for utilizing Real Estate Shelter Trusts. Gain valuable insights through real-life examples of investors leveraging these trusts to their advantage. Tune in to learn about this essential estate planning tool.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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, Estates & Private Clients to discuss the pivotal role of properly prepared valuations and appraisals in various aspects of estate planning.  Tune in now to gain an understanding of the auction industry, the appraisal process, and its implications.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 Diversification Trusts. Through real-world examples and expert analysis, Mary and David provide invaluable guidance on navigating the intricacies of wealth management and leveraging Stock Diversification Trusts to unlock new opportunities for financial growth and security.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.