Category: Asset Protection

Post-Exit Planning Video 8-Building a Family Legacy

Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 6: Post-Exit Planning, which focuses on building a family legacy. (more…)

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Post-Exit Planning Video 7-Volunteering, Living Healthier

Please join Wayne M. Zell, Esq. for this 7th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including volunteerism and living healthier. (more…)

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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…

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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…

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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…

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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…

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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…

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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…

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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,…

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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…

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