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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Post-Exit Planning Video 6-New Retirement Options
Please join Wayne M. Zell, Esq. for this 6th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including discussion of job opportunities for…
Read MoreWhy You Need a Revocable Living Trust
This timeless video (from 2008) explains why you may need to use a revocable living trust in your estate planning.
Read MorePre-Exit Planning Video 5-GRAT Example, Timing of planning
Please join Wayne M. Zell, Esq. for this 5th of nine videos of Episode 4: Planning the Exit, which has an example of pre-transaction planning using a GRAT, and focuses…
Read MoreEstate/Gift Exemption and Exclusion Rise in 2018
The IRS has announced that the applicable exclusion amount (i.e., lifetime estate tax and gift tax exemption) and the GST lifetime exclusion amount have increased to $5.6 million per individual…
Read MoreNiche Estate Planning for Digital Assets, pt. 5/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 5 of 5. This video focuses on niche-based strategies, with…
Read MoreNiche Estate Planning, Special Needs Trusts and NFA Trusts, pt. 4/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 4 of 5. This video focuses on niche-based strategies, including…
Read MoreNiche Estate Planning, SNTs and Gun/NFA Trusts, pt. 3/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 3 of 5. This video focuses on niche-based strategies, including…
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