Estate Planning

Primer on Estate Planning

This video provides guidance on basic estate planning.

 

Why 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.

 

Pre-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 on timing of the transaction.. Continue reading

Navigating Rough Waters Video 4-Owner Disputes, Buy-sell Agreements

Please join Wayne M. Zell, Esq. for this 4th of eight videos of Episode 3: Navigating Rough Waters, which focuses on how to handle and minimize the impact of owner disputes using case studies, and also focuses on the need for buy-sell agreements in succession planning. 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

Navigating Rough Waters Video 1-Death and Disability Case Study 1

Please join Wayne M. Zell, Esq. for this 1st of eight videos of Episode 3: Navigating Rough Waters, which focuses on how to plan for death or disability of a business owner and adds a case study to illustrate. Continue reading

Tax Bill-Estate and Gift Tax Changes

Taxpayers will have an $11,200,000 each for estate, gift tax, and generation-skipping tax exemption beginning January 1, 2018, which will rise with the Consumer Price Index each year thereafter. There were no other
significant changes made to the estate and gift tax rules.  Continue reading

Niche 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 special emphasis on planning for digital assets. (Recorded on 10/19/16)

Treasury Withdraws Valuation Discount Regs!

On October 2nd, the Treasury Department announced that it is withdrawing the proposed regulations under Code Section 2704 (introduced in August 2016) that would have adversely affected taxpayers’ ability to use valuation discounts in transferring closely held business interests to family members and trusts for their benefit.

As stated in… Continue reading

Advanced Estate Planning, Charitable Planning Techniques, pt. 8/8

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 8 of 8. This video focuses on charitable planning techniques. (Recorded on 9/14/2016)

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