May 2018 – Blueprint for Wealth

Pre-Exit Planning Video 9-More Diligence

Please join Wayne M. Zell, Esq. for this 9th of nine videos of Episode 4: Planning the Exit, which focuses on diligence and acquisition aspects of intellectual property and trade…

Primer on Estate Planning

This video provides guidance on basic estate planning.

Pre-Exit Planning Video 8-Corporate Clean-up

Please join Wayne M. Zell, Esq. for this 8th of nine videos of Episode 4: Planning the Exit, which focuses on various aspects of cleaning-up your corporate governance, employment, contracts,…

Pre-Exit Planning Video 7-Exit Strategies

Please join Wayne M. Zell, Esq. for this 7th of nine videos of Episode 4: Planning the Exit, which focuses on various exit strategies available to business owners. (more…)

Why You Need a Revocable Living Trust

This timeless video (from 2008) explains why you may need to use a revocable living trust in your estate planning.

Pre-Exit Planning Video 6-Assembling the Team

Please join Wayne M. Zell, Esq. for this 6th of nine videos of Episode 4: Planning the Exit, which focuses on assembling the M&A team. (more…)

Pre-Exit Planning Video 5-GRAT Example, Timing of planning

Please join Wayne M. Zell, Esq. for this 5th of nine videos of Episode 4: Planning the Exit, which has an example of pre-transaction planning using a GRAT, and focuses…