Meet The Team
Mary Vandenack, ACTEC, COLPM®, CAP®, Accredited Estate Planner® (Distinguished) Nominee brings significant experience from multiple disciplines to provide integrated tax, business, real estate, financial assets, asset protection, philanthropic and trust and estate counsel to her clients. Mary is passionate about her clients and their specific objectives and challenges. Mary routinely advises business owners on the issues related to starting, growing and selling their business as well as personal tax, estate and legacy planning.
Mary has been named to the NAEPC Estate Planning Hall of Fame recognizing her efforts in serving clients as well as supporting her profession.
Mary founded and hosts the podcast, Legal Visionaries, which covers tax, estate planning, and business topics as well as law firm leadership, technology and wellness.
Mary is an innovator in the integration of technology into the practice of law. Mary won the American Bar Association James I. Keane Award, and has been inducted into Women of Legal Tech.
Mary is a frequent writer and speaker on family wealth transfer planning, business succession and exit planning, asset protection planning, estate and gift taxes and philanthropy. She is a commentator for Leimberg Services, a nationally recognized publication in the area of tax, trusts and estates, benefits, and asset protection planning. Mary regularly speaks nationwide. Upon occasion, Mary will teach a yoga or mindfulness session when she is presenting at a national conference.
The Illinois Super Lawyers and Rising Stars is an honor reserved for those lawyers who exhibit excellence in practice. Only 5% of attorneys in Illinois receive this distinction. Attorneys are selected through a patented selection process involving nominations, research, and peer reviews.
Entrepreneurial spirit propels Epstein '04 to top of sports and entertainment field
Background: Congress enacted the Corporate Transparency Act (the “CTA”) on January 1, 2021, to help prevent and combat money laundering, terrorist financing, organized crime, and other illicit activity. Effective January 1, 2024, the CTA will require most existing and newly formed corporate entities in the U.S. to file reports with the Treasury Department’s Financial Crimes […]
The U.S. Supreme Court recently issued its opinion on North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust, which addressed “….the limits of a State’s power to tax a trust.” This is the first time in decades the Supreme Court has addressed this issue, and its decision could have significant implications for […]
At DUGGAN BERTSCH, LLC, we are often asked by clients to explain the process by which a taxpayer can establish a “new” state residency for income tax purposes. Sometimes we are asked to explain the impact of moving to a new state altogether or about the impact of remaining in your current state of residence while […]
Our firm represents both individuals as well as numerous and varied business entities. While determining state tax obligations is always a complex process, when a taxpayer has income from sources in multiple states, the complexity greatly increases. Past considerations relied upon “physical presence” as the main factor in determining tax reporting obligations – those days have quickly […]
Timothy Liam Epstein was referenced in the Billboard article entitled, “Malaysian Fest Organizers May Sue The 1975 After Matty Healy’s LGBTQ Comments” that was published on July 25, 2023.
Brian Konkel discussed the “Taco Tuesday” trademark legal battle between Taco Bell and Taco John on The Lisa Dent Show on May 17, 2023. Click on the link to listen to the recording: https://wgnradio.com/lisa-dent/can-taco-tuesday-be-trademarked/