Category: Advanced Estate Planning

10 Differences Between Clinton and Trump Tax Plans

Here is a summary of the top 10 differences between the Clinton and Trump tax proposals as outlined in their various position papers and on their web sites: Individual Tax…

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IRA Legacy Trusts and Retirement Planning

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors. This segment focuses on the use of IRA Legacy Trusts and planning for leaving…

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Another Summary of the Valuation Discount Proposed Regs.

Here is another excellent summary (from Bessemer Trust) of the new Section 2704 proposed regulations that severely limit the use of valuation discounts for transfers of interests in closely held entities…

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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…

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Today’s Channel 8 Broadcast on Lotteries and LLCs

Here is a recording of the live broadcast on 1/13/2016 on Good Morning Washington! on News Channel 8 discussing the use of LLCs to hold lottery winnings (in case you missed it)! http://www.blueprintforwealth.org/wp-content/uploads/2016/01/94523951dd0f4eff1580f1d9b6d5eda2.mp4

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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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Understanding Indexed Universal Life Insurance

Listen to Wayne M. Zell, Esq., discuss how indexed universal life insurance works and whether it is right for you. http://www.blueprintforwealth.org/wp-content/uploads/2015/11/Indexed-universal-life-insurance.mp3Podcast: Play in new window | Download | Embed

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Premium Financing-Pros May Outweigh Cons

Listen to Wayne M. Zell, Esq., discuss the pros and cons of using premium financing for life insurance. This technique is particularly useful for high net worth individuals and for businesses…

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New IRS Rules Expected Restricting Valuation Discounts

For a recent, relevant summary of the anticipated IRS regulations restricting the ability to use valuation discounts, please see this August 7th New York Times article.  

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You Have Been Named as Trustee for a Living Trust — Now What?

By Wayne M. Zell You have recently been named as trustee for the trust of a family member or for that of a close friend. What does this mean? What…

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