Asset Protection

Navigating Rough Waters Video 8-Non-compete Case studies

Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 3: Navigating Rough Waters, which focuses on case studies to illustrate the benefits and issues relating to non-compete agreements and other protections from errant employees. Continue reading

Navigating Rough Waters Video 3-Building Processes for Management Succession

Please join Wayne M. Zell, Esq. for this 3rd of eight videos of Episode 3: Navigating Rough Waters, which discusses the need for building a process to anticipate unanticipated events and also focuses on management succession planning. It also discusses some of the more advanced estate planning techniques to use for high net worth and soon-to-be-wealthy business owners. Continue reading

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)

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.

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.

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.

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.

 

Are You a Victim of Identity Theft? I am.

I recently learned from the IRS (via computer generated Form 5071C sent by “snail” mail) that I am the victim of identity theft.  I guess I was one of the 464,000 individuals whose names and Social Security Numbers were recently stolen from the IRS’ database. … Continue reading

Asset Protection Planning-Part 4-Business entities, trusts and case studies

Please listen to Part 4 of a four-part podcast by Wayne M. Zell, Esq. on Protecting Your Assets from Creditors and Predators.   This final segment focuses on business entity planning, trusts and case studies in asset protection.

Asset Protection Planning-Part 3-Insurance and Exemptions

Please listen to Part 3 of a four-part podcast by Wayne M. Zell, Esq. on Protecting Your Assets from Creditors and Predators.   This segment emphasizes the importance of insurance in your asset protection planning and what exemptions may be available from the claims of creditors.… Continue reading