Author: Wayne Zell

27 Trusts-#8 IRA Trusts with Wayne Zell

In this video blog, Wayne Zell summarizes the benefits and importance of IRA Beneficiary Trusts, particularly in light of changes made under the SECURE Act.

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27 Trusts-#7 Irrevocable Life Insurance Trusts with Wayne Zell

In this video blog, Wayne Zell outlines the benefits and challenges of using irrevocable life insurance trusts (ILITs).

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Managing Growth with Wayne Zell

This video blog with Wayne Zell outlines important considerations in managing growth in a growing business.

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27 Trusts-#6 Charitable Lead Trusts with Wayne Zell

This video blog with Wayne Zell outlines the key features and functions of Charitable Lead Trusts. The CLT can reduce estate/gift taxes and fulfill charitable goals.

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Fueling the Business

When you grow a business, you need to fuel it with funding and people. Wayne Zell focuses on some basic considerations when fueling your business for growth.

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27 Trusts-#5 Charitable Remainder Trusts with Wayne Zell

Please join Wayne Zell for this video blog that explains briefly the advanced estate planning idea known as the charitable remainder trust.

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Growing Your Business to the Next Level

In this video blog, Wayne Zell continues the Business Success(ion) series with a discussion of what it takes to grow your business to the next level.

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27 Trusts-#4 Intentionally Defective Grantor Trusts with Wayne Zell

Please join Wayne Zell for this brief video blog of the advanced estate planning concept known as the “intentionally defective grantor trust”.

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Choice of Entity with Wayne Zell

Please join Wayne Zell for a brief video blog overview of your choice of entity when starting a new business.    

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27 Trusts-#3 Simple v. Complex Trusts with Wayne Zell

In this video blog, Wayne Zell explains the difference between simple and complex trusts.  

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