Wayne Zell discusses special needs trusts (aka supplemental needs trusts) and their use in helping those with disabilities.
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.
In this video blog, Wayne Zell outlines the benefits and challenges of using irrevocable life insurance trusts (ILITs).
This video blog with Wayne Zell outlines important considerations in managing growth in a growing business.
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.
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.
Please join Wayne Zell for this video blog that explains briefly the advanced estate planning idea known as the charitable remainder trust.
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.
Please join Wayne Zell for this brief video blog of the advanced estate planning concept known as the “intentionally defective grantor trust”.
Please join Wayne Zell for a brief video blog overview of your choice of entity when starting a new business.