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 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
  • Estate Planning for Business Owners, Buy-Sell Agreements, pt. 2/7 Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 2 of 7. This video focuses on business succession planning and buy-sell agreements. https://youtu.be/_gamlUHjBBI Read more
  • Estate Planning for Business Owners, Beneficiary Planning, pt. 1/7 Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 1 of 7. This video focuses on business succession planning and planning for beneficiaries and heirs.   https://youtu.be/DJJku1mkueg Read more
  • Health Care Reform Dropped; Congress Turns to Tax Reform House Republican leadership abruptly pulled the health care bill and will now turn to tax reform.  Not repealing the Affordable Care Act creates a major problem for tax reform efforts, because Republicans no longer have the billions in savings from stripping the Affordable Care Act’s taxes and subsidies. Lawmakers will have less flexibility to overhaul the tax code without adding to the deficit.  One Republican, Rep. John Shimkus (R-Ill.), stated that the top corporate tax rate will have to be 30%, 10 percentage points higher than what Republicans proposed in 2016. The outcome of the health care reform vote was unclear in the ... Read more
  • Legislation 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 proposed regulations were purportedly designed to stop abusive practices where valuation discounts were being used solely as an estate tax dodge on transfers of interests in closely held businesses. But the rules arguably went way beyond what the statute (Code Sec. 2704) originally intended. During the last Congress, similar legislation introduced by Davidson (H.R. 6100) and Rubio (S. 3436) attempted to stem the regulations by blocking funding. The bills garnered ... Read more