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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  • Estate Planning Bootcamp, Basic Estate Planning Reviewed Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, which first reviews the basics of estate planning.  In this segment, Mr. Zell focuses on the need for an estate planning team, avoiding intestacy, wills basics, powers of attorney, health care directives and revocable trusts.  (Recorded 5/18/2016, Session 3 of 6, part 1, segment 1/3.) Read more
  • Another 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 to family members or trusts for their benefit.  Please call us at 703-218-2177 or email us at wayne.zell@ofplaw.com for assistance in making transfers prior to year-end, the expected effective date of the regulations. Read more
  • How to Avoid Estate Planning Mistakes, part 4 of 4 Please join Wayne M. Zell, Esq. in this video presentation (part 4 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and how to avoid them.  This event took place on 4/20/2016. Read more
  • Estate 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 significantly impact planning strategies, and you (and, for advisors, your clients) must take action by year end if you/they want to achieve valuation discounts under current rules.  For a thoughtful analysis of the proposed regulations, please see this excellent article prepared by WealthCounsel. Please contact our office (703-218-2177 or 703-218-2112 or wayne.zell@ofplaw.com) as soon as possible to explore how we can assist you now in taking advantage of valuation discounts on transfers to family members or ... Read more
  • How to Avoid Estate Planning Mistakes, part 3 of 4 Please join Wayne M. Zell, Esq. in this video presentation (part 3 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and how to avoid them.  This event took place on 4/20/2016. Read more
  • How to Avoid Estate Planning Mistakes, part 2 of 4 Please join Wayne M. Zell, Esq. in this video presentation (part 2 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and how to avoid them.  This event took place on 4/20/2016. Read more
  • How to Avoid Estate Planning Mistakes, part 1 of 4 Please join Wayne M. Zell, Esq. in this video presentation (part 1 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and how to avoid them.  This event took place on 4/20/2016.   Read more
  • Estate Planning Bootcamp for Financial Advisors – Session 1, Part 6 This is the 6th of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical will and living trust, and why all estate plans require asset management. Read more
  • Estate Planning Bootcamp for Financial Advisors – Session 1, Part 5 This is the 5th of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical will and living trust, and why all estate plans require asset management. Read more
  • Estate Planning Bootcamp for Financial Advisors – Session 1, Part 4 This is the 4th of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical will and living trust, and why all estate plans require asset management. Read more