Published Articles

2018

• “SEC’s Proposed Rule Requiring a Customer Relationship Summary,” LISI Estate Planning Newsletter #696 (June 18, 2018).  Copyright 2018 Leimberg Information Services, Inc. (LISI).  Reproduction in Any Form or Forwarding to Any Person Prohibited – Without Express Written Permission.
• The Impact of Tax Reform on Law Firms – Mary E. Vandenack, Law Practice Magazine, June 2018.

2017

• “McGaugh v. Commissioner – Seventh Circuit Finds No Taxable IRA Distribution Where Taxpayer Wired Funds to Purchase Stock IRA Custodian Refused to Accept.”  LISI Employee Benefits & Retirement Planning Newsletter #679 (August 7, 2017) at https://www.leimbergservices.com Copyright 2017 Leimberg Information Services, Inc. (LISI).
• Making Technology a Part of Firm Culture by Mary E. Vandenack, Law Practice Magazine, March/April 2017

2016

• Ensuring Your Law Firm is on Course – Mary E. Vandenack, Law Practice Magazine, Nov/Dec 2016
• “IRS Issues Final Regulations with Respect to How the Minimum Present Value Rules Apply to Defined Benefit Plan Distributions” LISI Employee Benefits and Retirement Planning Newletter #664 (September 27, 2016) at https://www.LeimbergServices.com Copyright 2016 Mary E. Vandenack and Leimberg Information Services, Inc. (LISI). Reproduction in Any Form or Forwarding to Any Person Prohibited – Without Express Written Permission.
• Leading Innovation Law Practice Magazine, July/August 2016, Volume 42 No 4
• “Notice 2016-39: Recovery of Investment in the Contract from Payments Received from a Qualified Benefit Plan during Phased Retirement” LISI Employee Benefits and Retirement Planning Newletter #658 (June 29, 2016) at https://www.LeimbergServices.com Copyright 2016 Mary E. Vandenack and Leimberg Information Services, Inc. (LISI). Reproduction in Any Form or Forwarding to Any Person Prohibited – Without Express Written Permission.
• Keeping Your Estate Planning Up To Date, metroQUARTERLY, May/Jun/Jul 2016
• Directed Trusts for Special Situations – Mary E. Vandenack, metroMAGAZINE, Feb/Mar/Apr 2016
• “Case Alleging Negligence Against Insurer That Allowed Change of Beneficiary to Person with No Insurable Interest Is Allowed to Continue,” WRNewswire 16.04.29 by Mary E. Vandenack.  The WRNewswire is created exclusively for Albert Kingan, MassMutual by insurance experts let by Steve Leimberg, Lawrence Brody and Linas Sudzius.  The AALU WRNewswire and WRMarketplace are published by the Association for Advanced Life Underwriting® as part of the Essential Wisdom Series, the trusted source of actionable technical and marketplace knowledge for AALU members – the nation’s most advanced life insurance professionals.
• “Assisting Clients with Gun Trusts” The Nebraska Lawyer, September/October 2016.  The article was first published in the LISI Estate Planning Newsletter #2411 (May 3, 2016) at https://www.LeimbergServices.com. Copyright 2016 Mary E. Vandenack and Leimberg Information Services, Inc. (LISI).  Reproduction in Any Form or Forwarding to Any Person Prohibited – Without Express Written Permission.
• “IRS Withdraws Proposed Regulations Affecting Nondiscrimination Requirements for Qualified Plans” LISI Employee Benefits and Retirement Planning Newsletter #657 (April 25, 2016) at https://www.LeimbergServices.com Copyright 2016 Mary E. Vandenack and Leimberg Information Services, Inc. (LISI). Reproduction in Any Form or Forwarding to Any Person Prohibited – Without Express Written Permission.
• To Cloud or Not to Cloud, Law Practice Magazine, March/April 2016
• Leading Technological Change in Your Firm, Law Practice Magazine, Mar/Apr 2016
• The ABA Commission on the Future of Legal Services – Mary E. Vandenack, Law Practice Magazine, Jan/Feb 2016

2015

• Charitable Giving Strategies to Benefit Charity and Get a Tax Deduction – Mary E. Vandenack, metroMAGAZINE, Feb/Mar/Apr 2015
• Caring for a Disabled Beneficiary: Third Party Special Needs Trust – Mary E. Vandenack, metroQUARTERLY, Nov/Dec/Jan 2014/15

2014

• Estate Planning With IRAs: Inherited IRAs Are Not Protected From Creditors – Mary E. Vandenack, metroQUARTERLY, Fall 2014
• Mary Vandenack & Dan Wintz: Drafting Considerations for the Third-Party Spendthrift Trust after In re Castellano – LISI Asset Protection Planning Newletter #259 (September 10, 2014) at https://www.LeimbergServices.com Copyright 2014 Leimberg Information Services, Inc. (LISI). Reproduction in Any Form or Forwarding to Any Person Prohibited – Without Express Written Permission.
• “Mary E. Vandenack: Reconsidering the Design of Trusts Used as IRA and Qualified Account Beneficiaries Post-Clark,” LISI Asset Protection Planning Newsletter #252 (July 7, 2014) at https://www.LeimbergServices.com ©Mary E. Vandenack 2014. Reproduction in ANY Form or Forwarding to ANY Person – Without Express Permission – Prohibited.
• “Mary Vandenack & Assisting Clients in Avoiding Potential Creditors: What Actions Can an Attorney Take?” LISIAsset Protection Planning Newsletter #246 (June 9, 2014) at https://www.LeimbergServices.com ©Mary E. Vandenack 2014. Reproduction in ANY Form or Forwarding to ANY Person – Without Express Permission – Prohibited
• Hiring a Marketing Director for Small or Midsized Firms – Mary E. Vandenack, Law Practice Magazine, May/June 2014
• Protecting Your Rights to Intellectual Property – Mary E. Vandenack, metroMAGAZINE, May 2014
• Pros & Cons of Portability in Estate Planning – Mary E. Vandenack, metroMAGAZINE, March 2014
• Tax Planning for Real Estate Investors and Professionals Considering the Net Investment Income Tax and Additional Self Employment Tax – Mary E. Vandenack, metroMAGAZINE, January 2014

2013

• 2013 Year End Tax Planning – Mary E. Vandenack, metroMAGAZINE, November 2013
• Preventing Theft and Fraud Within Your Law Firm – Mary E. Vandenack, Law Practice Magazine, Sept/Oct 2013
• Who Are Your Children & Descendants? Your Will in a Time of Unique Parental Situations – Mary E. Vandenack, metroMAGAZINE, Sept 2013
• Venture Capital Investments in Legal Services – Mary E. Vandenack, Law Practice Magazine, July/Aug 2013
• Business Fraud and Theft Prevention – Mary E. Vandenack, metroMAGAZINE, July 2013
• Gun Trusts – Mary E. Vandenack, metroMAGAZINE, May 2013
• Estate Planning After “ATRA” – Mary E. Vandenack, metroMAGAZINE, March 2013
• Dawn of a New Business Model – Mary E. Vandenack, Law Practice Magazine, Jan/Feb 2013
• Making the Decision to Make a Change – Mary E. Vandenack, Law Practice Magazine, Jan/Feb 2013
• New Medicare Tax Applies in 2013: Strategies for Minimizing the Cost – Mary E. Vandenack, metroMAGAZINE, January 2013

2012

• Building on Key Capital: Your Current Clients – Mary E. Vandenack, Law Practice Magazine, Nov/Dec 2012
• Asset Protection Planning Trusts – Mary E. Vandenack, metroMAGAZINE, January 2012

2011

• Year End Tax Planning Tips – Mary E. Vandenack, metroMAGAZINE, Nov 2011
• Starting a New BusinessPart 2: “First Steps” – Mark A. Williams, metroMAGAZINE, June 2011
• Starting a New Business Part 1: “Should I Buy a Franchise” – Mark A. Williams, metroMAGAZINE, May 2011
• Estate Planning Under the Tax Relief Act of 2010 – Mary E. Vandenack, metroMAGAZINE, March 2011
• The Mini Private Foundation – Mary E. Vandenack, metroMAGAZINE, January/February 2011

2010

• Another New Tax Act: Small Business Jobs Act of 2010 – Mary E Vandenack, metroMAGAZINE, November 2010
• Your Will If You Have No Will – Mary E. Vandenack, metroMAGAZINE, September 2010
• Advance Directives Options in Nebraska – Mary E. Vandenack, metroMAGAZINE, July 2010
• Health Care Reform and You – Mary E. Vandenack, metroMAGAZINE, May 2010
• Insuring a Key Asset: Your Stream of Income – Mary E. Vandenack, metroMAGAZINE, March 2010

2009

• Year End Tax Thoughts: Estate Planning – Mary E Vandenack, metroMAGAZINE, November 2009
• Asset Protection – Mary E. Vandenack, metroMAGAZINE, September 2009

2008

• Planning For The Disabled Beneficiary: The Special Needs Estate Plan – Mary E. Vandenack, metroMAGAZINE, October 2008