27 Trusts-#6 Charitable Lead Trusts with Wayne Zell
This video blog with Wayne Zell outlines the key features and functions of Charitable Lead Trusts. The CLT can reduce estate/gift taxes and fulfill charitable goals.
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27 Trusts-#2 Irrevocable Trusts with Wayne Zell
In this video blog, Wayne Zell briefly explains what an irrevocable trust is and suggests how even an irrevocable trust can be changed. Please enjoy!
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SECURE Act Changes Estate Planning for Retirement Assets
As my July 9th blog and December 21, 2019 blog indicated, the SECURE Act will negatively impact the ability to stretch IRA benefits in the future. For example, many of…
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Post-Exit Planning Video 8-Building a Family Legacy
Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 6: Post-Exit Planning, which focuses on building a family legacy. (more…)
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Post-Exit Planning Video 7-Volunteering, Living Healthier
Please join Wayne M. Zell, Esq. for this 7th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including volunteerism and living healthier. (more…)
Read MoreNavigating Rough Waters Video 8-Non-compete Case studies
Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 3: Navigating Rough Waters, which focuses on case studies to illustrate the benefits and issues relating…
Read MoreNavigating Rough Waters Video 3-Building Processes for Management Succession
Please join Wayne M. Zell, Esq. for this 3rd of eight videos of Episode 3: Navigating Rough Waters, which discusses the need for building a process to anticipate unanticipated events…
Read MoreNiche Estate Planning, IRA Trusts, Special Needs Trusts, pt. 2/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 2 of 5. This video focuses on niche-based strategies, including…
Read MoreAdvanced Estate Planning, Asset Protection Planning, pt. 4/8
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 4 of 8. This video continues discussion of asset protection…
Read MoreAdvanced Estate Planning, Asset Protection Planning, pt. 3/8
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 3 of 8. This video continues discussion of asset protection…
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