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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  • Niche 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 discussion of IRA and retirement trusts and special needs trusts. (Recorded on 10/19/16) https://youtu.be/BtzNNtpY0Mo Read more
  • Niche Estate Planning Strategies, Overview, pt. 1/5 Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 1 of 5. This video focuses on niche-based strategies, including an overview of pet trusts, retirement trusts, special needs trusts, gun trusts and planning for digital assets. (Recorded on 10/19/16) https://youtu.be/7S7fhjlHvV8 Read more
  • Advanced Estate Planning, Charitable Planning Techniques, pt. 8/8 Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 8 of 8. This video focuses on charitable planning techniques. (Recorded on 9/14/2016) https://youtu.be/jEBNZMIg6cc Read more
  • Advanced 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 planning strategies using a comprehensive case study and includes a discussion of the proposed valuation regulations. (Recorded on 9/14/2016) https://youtu.be/lpsXbpClwhU   Read more
  • Advanced 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 strategies using a comprehensive case study and includes a discussion of the proposed valuation regulations. (Recorded on 9/14/2016) https://youtu.be/db8fz5eGwtc Read more
  • 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