Special Needs Trusts

Niche 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 continued discussion of special needs trusts and gun trusts (a/k/a NFA trusts). (Recorded on 10/19/16)

Niche 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 discussion of retirement trusts, special needs trusts and gun trusts (a/k/a NFA trusts). (Recorded on 10/19/16)

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)

Niche Estate Planning Strategies, Overview, pt. 1/5

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 1 of 5. This video focuses on niche-based strategies, including an overview of pet trusts, retirement trusts, special needs trusts, gun trusts and planning for digital… Continue reading