Tag: trust

27 Trusts-#2 Irrevocable Trusts with Wayne Zell

In this video blog, Wayne Zell briefly explains what an irrevocable trust is and suggests how even an irrevocable trust can be changed. Please enjoy!  

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27 Trusts: #1 Revocable Trusts

Join Wayne Zell for this brief video blog on Revocable Trusts (1 of 27 trusts highlighted over the next 27 weeks).    

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Using an LLC or Trust to Receive Lottery Winnings

Today, the hottest financial topic (aside from the collapse of Chinese markets) is who will win the PowerBall drawing (latest estimates are at $1.4 billion) and what will they do…

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Asset Protection Planning-Part 4-Business entities, trusts and case studies

Please listen to Part 4 of a four-part podcast by Wayne M. Zell, Esq. on Protecting Your Assets from Creditors and Predators.   This final segment focuses on business entity planning, trusts and…

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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…

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Virginia Enacts Asset Protection Statute!

On April 4, 2012, Governor Robert McDonnell signed into law asset protection trust legislation making Virginia the thirteenth state to enact comprehensive legislation permitting asset protection trusts since Alaska and…

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Brian Kennedy from Cardinal Bank and President Obama’s American Jobs Act on Blueprint for Wealth

Please join Wayne Zell and John Dedon on Saturday, September 17th at 10am for Blueprint for Wealth on 1500AM (820AM), for their interview with Brian Kennedy from Cardinal Bank.  In…

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WBJ PREVIEW – Providing for Our Pets After We’re Gone – Pet Trusts

My wife and I have three miniature dachshunds.  They are very cute and very much a part of our family.  We were talking recently (my wife and me, not the…

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Revocable Trusts and Funding Your Trust

A revocable living trust or revocable trust is a form of "will substitute" that effectively can avoid the costly and very public probate process. The revocable living trust also serves…

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Asset Protection Update

Please listen to this weekend's (2/5/11) Blueprint for Wealth on 1500AM and 820AM at 10:30am to hear me discuss 2010 developments in asset protection planning. Specifically, I will tell you…

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