Estate Planning for Business Owners, Business Succession Planning Process, pt. 5/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 5 of 7. This video continues discussion of management succession…
Read MoreEstate Planning for Business Owners, Management Succession Planning, pt. 4/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 4 of 7. This video focuses on the creation of…
Read MoreEstate Planning for Business Owners, Buy-sell Agreements, pt. 3/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 3 of 7. This video continues discussion of buy-sell agreements.
Read MoreAnother Summary of the Valuation Discount Proposed Regs.
Here is another excellent summary (from Bessemer Trust) of the new Section 2704 proposed regulations that severely limit the use of valuation discounts for transfers of interests in closely held entities…
Read MorePremium Financing-Pros May Outweigh Cons
Listen to Wayne M. Zell, Esq., discuss the pros and cons of using premium financing for life insurance. This technique is particularly useful for high net worth individuals and for businesses…
Read More162 Bonus Plans Using Life Insurance
Listen to Wayne M. Zell, Esq. discuss in his latest Blueprint for Wealth podcast the benefits of using the popular non-qualified deferred compensation planning technique known as Section 162 Bonus…
Read MoreNew IRS Rules Expected Restricting Valuation Discounts
For a recent, relevant summary of the anticipated IRS regulations restricting the ability to use valuation discounts, please see this August 7th New York Times article.
Read MoreABC’s of Successfully Serving as Successor Trustee
Join Wayne M. Zell, Esq. for a webinar on Feb 04, 2015 at 8:00 AM EST. Please register now by clicking on the link below! [Registration is closed] Your Successor…
Read MoreBuy-sell Agreements
Now that you have your business succession plan in place, you will want to create an agreement that dictates what happens to the business and your ownership interest if you…
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