Estate and Gift Tax – Blueprint for Wealth

27 Trusts-#10 Minor’s Trusts with Wayne Zell

This video blog by Wayne Zell explains what a minor’s trust is.

27 Trusts-#7 Irrevocable Life Insurance Trusts with Wayne Zell

In this video blog, Wayne Zell outlines the benefits and challenges of using irrevocable life insurance trusts (ILITs).

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.

27 Trusts-#4 Intentionally Defective Grantor Trusts with Wayne Zell

Please join Wayne Zell for this brief video blog of the advanced estate planning concept known as the “intentionally defective grantor trust”.

Navigating 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…

Tax Act Changes Affecting Real Estate

By now, you have been bombarded with summaries and articles on the 507-page tax bill, formerly known as the “Tax Cuts and Jobs Act” of 2017, and signed into law…

House Passes Tax Bill!

The U.S. House of Representatives on Tuesday approved a nearly $1.5 trillion bill that would deliver deep and permanent tax cuts for corporations and lower rates for most American households…

Senate Finance Committee Passes Tax Reform

On November 16, the Senate Finance Committee approved its version of tax reform. While more changes to the Senate version are expected, there are several key differences between the Finance…

House Passes H.R. 1 – Tax Reform Bill

The House of Representatives today passed its tax bill (H.R. 1) by a 227-203 vote. The bill sets a permanent 20 percent corporate tax rate, doubles the estate and generation skipping…

Estate/Gift Exemption and Exclusion Rise in 2018

The IRS has announced that the applicable exclusion amount (i.e., lifetime estate tax and gift tax exemption) and the GST lifetime exclusion amount have increased to $5.6 million per individual…

Category: Estate and Gift Tax