Legal Visionaries

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 insights into the steps needed to cultivate this approach, offering practical tips on how to enhance the overall client experience. Discover the importance of fostering a “culture of yes” and the role of automation in ensuring accountability throughout the process. Tune in to gain a deeper understanding of the principles behind a client-centric practice and gain valuable takeaways that can transform the way your firm operates.

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 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 surrounding business transitions.  Gain clarity on the influence of tax laws and understand the diverse risks that demand consideration. Tune in to discover the Top 3 things you can do today to pave the way for a successful transition.

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.

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 money. Dive into discussions on the inspiration behind the book, the significance of savings rates, prioritizing financial aspects, and the legal dimensions of finance. Uncover the role of emotions in decision-making and get a glimpse into the future with emerging technologies like blockchain and cryptocurrency.  Tune in and discover the wisdom that could potentially save you a million dollars!

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.

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, they explore topics such as the tradeoff between estate tax and capital gains, the relevance of IRS section 1042, the concept of qualified replacement property, and the significance of basis adjustment planning. Tune in for valuable insights into how ESOPs can be integrated into your estate planning strategy to achieve more favorable tax outcomes.

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 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 diligence and insufficient data can lead to inaccurate and flawed reports. Discover the secret to identifying credible experts and gain practical advice on detecting and preventing these critical valuation errors.

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.

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 landscape of philanthropy, dissecting the latest trends, common giving strategies, pitfalls to avoid, and how to breathe life into your philanthropic plan. Tune in to gain a comprehensive understanding of Philanthropy in the modern age and discover how you can make a positive impact on the world through strategic and meaningful giving.

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.

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 application in the legal field. Key topics covered include business benefits, ethical considerations, AI policies, and examples of how the technology is currently being used. Listen in to learn if your law firm can benefit from AI and Automation.

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.

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 aspect of business and estate planning. Join us as Mary provides a concise summary of the key takeaways from this case, which she discussed in an earlier episode, and explores the various facets of Buy/Sell Agreements.

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.

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 how law firms can effectively manage their finances, improve profitability, optimize productivity, and enhance client satisfaction. Tune in to gain valuable insights into law firm finance and take your practice to the next level.  

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.

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 atBurnett Wilson Law to explore the concept of client-focused planning.  Join us as we delve into the fundamental components of a comprehensive estate plan as well as real-life examples of how estate planning strategies change in response to dynamic family circumstances, such as the presence of a family business or the unique needs of a special needs child.

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.