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…
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 MoreHow 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…
Read MoreEstate Planning Bootcamp-Session 5 on 9/14/2016
On Wednesday, September 14 Odin, Feldman & Pittleman, P.C. will host its fifth session of the 2016 Breakfast Briefings for Building Wealth for Advisors (financial planners, financial advisors, accountants, insurance agents and bankers).…
Read MoreEstate 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…
Read MoreHow 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…
Read MoreHow 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…
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