Irrevocable Non-Grantor Trusts

Advanced Estate Planning, Case Study and Valuation Regulations, pt. 7/8

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 7 of 8. This video continues focusing on various tax planning strategies using a comprehensive case study and includes a discussion of the proposed valuation regulations. (Recorded on 9/14/2016)

 

Advanced Estate Planning Techniques, Case Study, pt. 6/8

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 6 of 8. This video focuses on various tax planning strategies using a comprehensive case study and includes a discussion of the proposed valuation regulations. (Recorded on 9/14/2016)

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.

Estate Planning for Business Owners, Q&A session, pt. 7/7

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 7 of 7. This video contains a lively question and answer session.

Legislation Introduced to Prevent Enactment of Valuation Rules

Sen. Marco Rubio (R-Fla.) and Rep. Warren Davidson (R-Ohio) reintroduced legislation to prevent the IRS from enacting its highly controversial estate valuation discount proposed regulations introduced in August 2016. The proposed regulations were purportedly designed to stop abusive practices where valuation discounts were being used solely as an estate tax… Continue reading

Estate 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 significantly impact planning strategies, and you (and, for advisors, your clients) must take action by year end if you/they… Continue reading

A Primer on a Trustee’s Powers

The following is excerpted from Wayne M. Zell’s “Blueprint for Wealth – Successor Trustee Manual”.  To purchase a copy of the manual, click here.

A Trustee’s powers are dependent mainly on the terms of the Trust document. (In your Revocable Living Trust, your primary Trustee powers can… Continue reading

Estate, Gift and GST Tax Proposals

In his recently released budget proposals, President Obama included may familiar challenges to advanced estate planning techniques as well as some new wrinkles designed to thwart creative planning for high net worth individuals and families.  Here is a brief summary of those proposed changes:

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