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!
Read MoreAdvanced Estate Planning, Case Study and Valuation Regulations, pt. 7/8
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 7 of 8. This video continues focusing on various tax…
Read MoreAdvanced Estate Planning Techniques, Case Study, pt. 6/8
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 6 of 8. This video focuses on various tax planning…
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 MoreEstate Planning for Business Owners, Q&A session, pt. 7/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 7 of 7. This video contains a lively question and…
Read MoreLegislation Introduced to Prevent Enactment of Valuation Rules
Sen. Marco Rubio (R-Fla.) and Rep. Warren Davidson (R-Ohio) reintroduced legislation to prevent the IRS from enacting its highly controversial estate valuation discount proposed regulations introduced in August 2016. The…
Read MoreEstate Planning Alert-Valuation Discounts for Family Entities to Disappear after 2016
On August 4, the Treasury Department issued Proposed Regulations under §2704 of the Internal Revenue Code that eliminate almost all valuation discounts for family-owned businesses and investment entities. This will…
Read MoreA Primer on a Trustee’s Powers
The following is excerpted from Wayne M. Zell’s “Blueprint for Wealth – Successor Trustee Manual”. To purchase a copy of the manual, click here. A Trustee’s powers are dependent mainly on…
Read MoreEstate, Gift and GST Tax Proposals
In his recently released budget proposals, President Obama included may familiar challenges to advanced estate planning techniques as well as some new wrinkles designed to thwart creative planning for high…
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