Future Proofing Your Estate Planning Business
May 14, 2019 @ 12:00 pm - 1:00 pm EDT
Guest Speaker: Mary E. Vandenack, Esq., Vandenack Weaver LLC
Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute
Description: Create a sustainable estate planning practice with innovation, service and collaborative professional practices that serve clients in the spirit of a concierge level service model.
Introduction to Our Guest Speaker
Mary E. Vandenack is a founding and managing member of Vandenack Weaver LLC in Omaha, Nebraska. Mary practices in the areas of tax, business, high net worth estate planning, asset protection planning, business succession planning, tax dispute resolution, and tax-exempt entities. Mary is a member of the American Bar Association Real Property Trust and Estate Section where she serves as Co-Chair of the Futures Task Force and co-Chair of the Law Practice Group. She also is active in the American Bar Association Law Practice Division where she serves on the TechShow Board, the Executive Council, and as Editor-in-Chief of the Law Practice Magazine. Mary was the winner of the 2015 James I. Keane Memorial Award, presented at the 2015 Tech Show and was named to ABA LTRC 2018 Distinguished Women of Legal Tech. Mary is a commentator for Leimberg Services and is a frequent writer and speaker. Mary is AV rated by Martindale Hubbell and was chosen as one of America’s Best Lawyers in Trusts & Estates 2019.
Mary has recently authored, edited, and updated book chapters on Trusts for Asset Protection Planning and Trusts In Divorce After the new Tax Act.