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  • Podcast

    Creative Uses Of Non-Grantor Trusts (Podcast)

    Welcome to today's episode with our guest Joy Matak, a partner at SAX, an accounting firm offering Tax Advisory Solutions. On this episode, Joy and our host Mary Vandenack, CEO, Founder, and Managing Partner...
    United StatesCorporate/Commercial Law
    Duggan Bertsch
    Duggan Bertsch
  • Podcast

    Dynasty Trusts (Podcast)

    Join us this week for a discussion on Dynasty Trusts with our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guest, Lara Sass, an estate planning attorney in New York serving a high-net-worth clientele.
    United StatesFamily and Matrimonial
    Duggan Bertsch
    Duggan Bertsch
  • Podcast

    Estate Planning Lessons From The Levine Case (Podcast)

    On today's episode, our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and Eryka Morehead, President and CEO of Collaborative Planning Group, Inc.
    United StatesFamily and Matrimonial
    Duggan Bertsch
    Duggan Bertsch
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    Preferred Freeze Partnerships Part 1 (Podcast)

    A great estate planning strategy combines financial leverage, the Freeze, and the Burn. On today's episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver Truhlsen...
    United StatesFamily and Matrimonial
    Duggan Bertsch
    Duggan Bertsch
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    Split-Dollar Life Insurance (Podcast)

    Split-dollar life insurance is a strategy, not a product. It is used in employer/employee arrangements and in estate planning.
    United StatesInsurance
    Duggan Bertsch
    Duggan Bertsch
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    Supercharge Your Culture (Podcast)

    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...
    United StatesLaw Department Performance
    Duggan Bertsch
    Duggan Bertsch
  • Podcast

    Income Tax Considerations For Estate Planning (Podcast)

    On today's episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest Abbie Everist, Senior Manager in RSM's Washington National Tax...
    United StatesTax
    Duggan Bertsch
    Duggan Bertsch
  • Podcast

    Cybersecurity (Podcast)

    "Cybersecurity is a process, not a product," said Ben Schorr, Senior Content Designer at Microsoft.
    United StatesTechnology
    Duggan Bertsch
    Duggan Bertsch
  • Podcast

    Trust Strategies For Business Exit (Podcast)

    This week on Legal Visionaries our host Mary Vandenack and her guest, Mike Weaver, Managing Member at Vandenack Weaver discuss some techniques using trusts that business owners should consider when selling.
    United StatesCorporate/Commercial Law
    Duggan Bertsch
    Duggan Bertsch
  • Podcast

    Using An ESOP As A Business Exit Strategy… Good Idea? (Podcast)

    Mike's practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law...
    United StatesEmployment and HR
    Duggan Bertsch
    Duggan Bertsch
  • Podcast

    Preserving Dignity In Estate Planning (Podcast)

    Providing autonomy and dignity during the estate planning process can be challenging. On today's episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC...
    United StatesFamily and Matrimonial
    Duggan Bertsch
    Duggan Bertsch
  • Article

    Effective Use Of LinkedIn For Lawyers

    There are literally thousands of lawyers who have a LinkedIn profile but most of them are probably not using the platform as effectively as possible.
    United StatesMedia, Telecoms, IT, Entertainment
    Duggan Bertsch
    Duggan Bertsch
  • Podcast

    Leaving Corporate America To Start Your Own Business (Podcast)

    Today's episode is intended to give insight and practical advice to anyone who has thought about leaving corporate America to start their own business.
    United StatesCorporate/Commercial Law
    Duggan Bertsch
    Duggan Bertsch
  • Article

    Financial Controls For Law Firms: Accounting Policy

    Do you have financial control of your law firm? Listen in as Mary Vandenack, the host of Legal Visionaries and the Founder and Managing Partner at Vandenack Weaver and her guest, John Bowers, CEO at Vandenack Weaver ...
    United StatesLaw Department Performance
    Duggan Bertsch
    Duggan Bertsch
  • Podcast

    Year End Tax Planning For 2021 (Podcast)

    For the past several months we have been hearing about legislative proposals that may impact year-end tax planning but as of today, we do not have any definite answers. So, what should people do?
    United StatesTax
    Duggan Bertsch
    Duggan Bertsch
  • Podcast

    Legacy Planning Aspect Of Business Exits (Podcast)

    The process of selling a business can be very complex, impacted by things like who you are selling to, timeframe, and financial position.
    United StatesWealth Management
    Duggan Bertsch
    Duggan Bertsch
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    The Ins And "Outs" Of Earn Out Agreements (Podcast)

    This week on Legal Visionaries our host, Mary Vandenack, founder and managing partner at Vandenack Weaver, talks to Evan Levine and Nainesh Shah, partners at Complete Advisors LLC, about Earn Out Agreements and why COVID brought more attention to them.
    United StatesCorporate/Commercial Law
    Duggan Bertsch
    Duggan Bertsch

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