Published Articles

2019

• LISI Employee Benefits and Retirement Planning Email Newsletter #711 – Mary E. Vandenack
• LISI Employee Benefits and Retirement Planning Email Newsletter #709 – Mary E. Vandenack
• LISI Income Tax Planning Newsletter #182 – Mary E. Vandenack
• LISI Employee Benefits and Retirement Planning Email Newsletter #707 – Mary E. Vandenack
• “Resilience”, metroMAGAZINE May 2019
• “Helping Lawyers Market Easily via Social Media” – Mary E. Vandenack, March/April 2019 Law Practice Magazine
• “Modern Mindfulness vs Digital Detox“, metroMAGAZINE February 2019
• “Invest in an Opportunity Zone“, metroMAGAZINE February 2019

2018

• “Tips for Being a Peacemaker“, metroMAGAZINE December 2018
• “Paid Family and Medical Leave“, metroMAGAZINE December 2018
• LISI Estate Planning Newsletter #2688 (December 6, 2018) – Mary E. Vandenack
• “Sustainable Trusts and Estates and Real Property Practices“, Mary E. Vandenack, November/December 2018 Probate & Property.
• “Leaving Big Law to Forge a New Path“, Mary E. Vandenack, Jennifer D. Sawyer, and Beth A. Wood, November/December 2018 Probate & Property.
• LISI Income Tax Planning Newsletter #159 (October 29, 2018) – Mary E. Vandenack
• Estate Planning Considerations Under Internal Revenue Code 199A – Mary E. Vandenack, October 2018 metroMAGAZINE.
• “Emotional Intelligence”, Mary E. Vandenack, metroMAGAZINE October 2018
• The Impact of Tax Reform on Service Professionals – Mary E. Vandenack, metroQUARTERLY August 2018 issue.
• Mary Vandenack was featured in the American Bar Association’s Women of Legal Tech 2018.  The Legal Technology Resource Center’s Women of Legal Tech initiative is intended to encourage diversity and celebrate women in legal technology.  Check out her Q&A regarding legal tech at lawtechnologytoday.org.
• “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.
• SEC’s proposed Interpretation of Standard of Conduct for Investment Advisers”, LISI Employee Benefits & Retirement Planning Newsletter #694 (June 5, 2018).
• “The Status of the Fiduciary Rule”,Summer 2018 metroQUARTERLY
• “Bridging the Gap Between Medical and Legal Incapacity”, The Nebraska Lawyer Magazine, May/June 2018, Volume 21 No. 3
• “What is a Chatbot and What Is It Doing in My Law Firm?” The Daily Record May 2018
• “Matter of Scottrade, Inc., Commonwealth of Massachusetts: Massachusetts’ Effort to Enforce the Fiduciary Rule”, LISI Employee Benefits & Retirement Planning Newsletter #689 (March 20, 2018).
• “Estate Plan Asset Coordination-Ensuring Your Testamentary Intention,” Spring 2018 metroQUARTERLY
• “Mindful Leadership,” March/April 2018 Law Practice Magazine
• “A Primer on Subpart F on the Internal Revenue Code: Taxation of U.S. Shareholders Owning Interests in Controlled Foreign Corporations,” Coauthored with Monte Schatz,  Jan/Feb 2018 The Nebraska Lawyer, Vol 21

2017

• “Corrective Instruments [or how to] Identify Defects, Apply Curative Statutes, and Draft Correct Instruments,” The Red Book November 2017
• “Estate Planning for Farmers and Ranchers” – Published Chapters on Agricultural Use Valuation and Transfers Upon Death: Key Estate Administration Concerns, National Business Institute, August 9, 2017
• “McGaugh v. Commissioner – Seventh Circuit Finds No Taxable IRA Distribution Where Taxpayer Wired Funds to Purchase Stock IRA Custodian Refused to Accept,”  LSI Employee Benefits & Retirement Planning Newsletter #679 (August 7, 2017)  at https://www.leimbergservices.com/.  Copyright 2017 Leimberg Information Services, Inc. (LISI).  Reproduction in Any Form or Forwarding to Any Person Prohibited – Without Express Written Permission.
• “Trimmer v. Commissioner: Tax Court Allows Hardship Exception to 60-Day Rollover Requirement,” LSI Employee Benefits & Retirement Planning Newsletter #675 (June 7, 2017)  at https://www.LeimbergServices.com.  Copyright 2017 Leimberg Information Services, Inc. (LISI).  Reproduction in Any Form or Forwarding to Any Person Prohibited – Without Express Written Permission.
• “Avoiding Estate Battles,” MetroQuarterly, May/Jun/Jul 2017
• “Law Firm Growth: Key Considerations in Expansion,” May/June 2017 Law Practice Magazine Volume 43
• “The Tools & Techniques of Trust Planning,” co-written with Stephan R. Leimberg, Jonathon Gopman, Michael Sneeringer, Mary Elizabeth Anderson, Anna Els, L. Paul Hood, Jr., Lester Law, Larry Rivkin, and Yoshimi O. Smith.
• “Making Technology a part of Firm Culture,” Mar/Apr 2017 Law Practice Magazine
• “Wu vs. United States: 7th Circuit Holds Section 408(d)(4) Applies Only to Withdrawal of Contributions Made in a Taxable Year and Withdrawn No Later than the Due Date of the Taxpayer’s Tax Return for that Taxable Year,” LSI Employee Benefits & Retirement Planning Newsletter #671 (March 21, 2017)  at https://www.LeimbergServices.com.  Copyright 2017 Leimberg Information Services, Inc. (LISI).  Reproduction in Any Form or Forwarding to Any Person Prohibited – Without Express Written Permission.
• “Asset Protection Trusts,” Feb/Mar/Apr 2017 metroQUARTERLY

2016

• “Ensuring Your Law Firm is on Course,” Nov/Dec 2016 Law Practice Magazine Volume 42
• “Discovering Rules for Family Limited Partnerships Are Being Revised,” Nov/Dec/Jan 2016/17 metroQUARTERLY.
• “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 Issues Final Regulations with Respect to How the Minimum Present Value Rules Apply to Defined Benefit Plan Distributions” LISI Employee Benefits and Retirement Planning Newsletter #664 (September 27, 2016) at https://www.LeimbergServices.com.  Copyright 2016 Leimberg Information Services, Inc. (LISI).  Reproduction in Any Form or Forwarding to Any Person Prohibited – Without Express Written Permission.
• “Leading Innovation,” July/Aug 2016 Law Practice Magazine
• “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 Newsletter #658 (June 29, 2016) at https://www.LeimbergServices.com.  Copyright 2016 Leimberg Information Services, Inc. (LISI).  Reproduction in Any Form or Forwarding to Any Person Prohibited – Without Express Written Permission.
• WRNewswire 16.04.29: Case Alleging Negligence Against Insurer That Allowed Change of Beneficiary to Person with No Insurable Interest Is Allowed to Continue discussing the topic: Tax Court Decides Purported Section 419(e) Plan is Both Deferred Compensation and Split-Dollar
• “Keeping Your Estate Planning Up To Date,” May/Jun/Jul 2016 metroQUARTERLY
• “IRS Withdraws Proposed Regulations Affecting Nondiscrimination Requirements for Qualified Plans,” LISI Employee Benefits and Retirement Planning Newsletter#657 (April 25, 2016)  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 Technological Change in Your Firm,” Mar/Apr 2016 Law Practice Magazine Volume 42 Number 2
• “To Cloud or Not to Cloud?,” Mar/Apr 2016 Law Practice Magazine Volume 42 Number 2
• “Directed Trusts for Special Situations,” Feb/Mar/Apr 2016 metroQUARTERLY
• “The ABA Commission on the Future of Legal Services,” Jan/Feb 2016 Law Practice Magazine Volume 42 Number 1

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,” November 2013 metroMAGAZINE
• “Preventing Theft and Fraud Within Your Law Firm,” September/October 2013 Law Practice Magazine
• “Who Are Your Children & Descendants? Your Will in a Time of Unique Parental Situations,”September 2013 metroMAGAZINE
• “Venture Capital Investments in Legal Services,” July/August 2013 Law Practice Magazine
• “Business Fraud and Theft Prevention,” July 2013 metroMAGAZINE
• “Gun Trusts for Gun Owners or Those Considering Purchasing a Gun,” May 2013 metroMAGAZINE
• “Estate Planning After ‘ATRA,’” March 2013 metroMAGAZINE
• “Making the Decision To Make a Change,” January/February 2013 Law Practice Magazine
• “Dawn of a New Business Model,” January/February 2013 Law Practice Magazine
• “New Medicare Tax Applies in 2013: Strategies for Minimizing the Cost,” January 2013 metroMAGAZINE

2012

• “Building on Key Capital: Your Current Clients,” November/December 2012 Law Practice Magazine
• “Asset Protection Planning Trusts,” January 2012 metroMAGAZINE

2011

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

2010

• “Another New Tax Act: Small Business Jobs Act of 2010,” November 2010 metroMAGAZINE
• “Advance Directives Options in Nebraska,” July 2010 metroMAGAZINE
• “Health Care Reform and You,” May 2010 metroMAGAZINE
• “Insuring a Key Asset: Your Stream of Income,” March 2010 metroMAGAZINE

2009

• “Year-end Tax Thoughts: Estate Planning,” November 2009 metroMAGAZINE
• “Asset Protection,” September 2009 metroMAGAZINE
• “American Recovery & Reinvestment Act of 2009,” May 2009 metroMAGAZINE
• “Estate Planning During Economic & Tax Uncertainty,” January 2009 metroMAGAZINE

2008

• “Estate Planning Basics,” November 2008 metroMAGAZINE
• “The Family Foundation for Charitable Giving,” September 2008 metroMAGAZINE