Welcome to Blueprint for Wealth!  I created this web site to help you and your friends, family and colleagues realize your personal dreams of wealth and freedom by providing you with educational content on legal developments in the areas of estate planning, tax planning and business planning.  The site contains articles, videos and podcasts of interest in each of these areas.  If you need legal advice or legal assistance, please call me at 703-218-2177 or email me at wayne.zell@ofplaw.com.  See Disclaimer.

Thank you for visiting and please enjoy the site!
Wayne Zell
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  • Advanced Estate Planning Techniques, pt. 5/8 Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 5 of 8. This video focuses on various tax planning strategies, including irrevocable life insurance trusts (ILITs), qualified personal residence trusts (QPRTs), and family limited liability companies (FLLCs). https://youtu.be/cEns-J45tRQ Read more
  • Advanced 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 planning, focusing on trusts, spousal planning and planning for descendants. https://youtu.be/ye4kyrObT9s Read more
  • Advanced 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 planning, focusing on exemptions, insurance and business entity protection. https://youtu.be/YMg-9S2GUzM Read more
  • Advanced Estate Planning, Asset Protection, pt. 2/8 Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 2 of 8. This video continues discussion of asset protection planning, including exemptions from bankruptcy and creditor claims. https://youtu.be/cN3UqPGwRGM Read more
  • Advanced Estate Planning Essentials-Asset Protection Planning Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 1 of 8. This video focuses on asset protection planning, who needs it, and when it is too late to do asset protection planning. https://youtu.be/H8MW2T4vZRQ   Read more
  • Estate 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 answer session. https://youtu.be/et5-tAUCHsI Read more
  • Estate Planning for Business Owners, GRATs, ILITs and Non-Business Assets, pt. 6/7 Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 6 of 7. This video focuses on the use of grantor retained annuity trusts (GRATs) and irrevocable life insurance trusts (ILITs) in estate planning for business owners. The video also discusses how to equalize estates using non-business assets. https://youtu.be/Hn64EPJs44E Read more
  • 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 plans and provides a process for business succession planning. https://youtu.be/MdOrZxBirNM Read more
  • Estate 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 management succession plans for a business. https://youtu.be/qkdZm7yiLBA Read more
  • Estate 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. https://youtu.be/Ush_lVJOn1Y Read more