Category: Advanced Estate Planning

Listen to Jack Fitzgerald Discuss the Estate Tax

Wayne M. Zell interviews Jack Fitzgerald on his innovative plan to reform the estate tax system. http://23.235.213.168/~bluepr23/wp-content/uploads/2013/09/Jack-Fitzgerald-Interview-9.14.2013.mp3Podcast: Play in new window | Download | Embed

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Buy-sell Agreements, Part 1 of 2

Wayne M. Zell, Esq. discusses the uses and benefits of buy-sell agreements in part 1 of this 2-part podcast. http://23.235.213.168/~bluepr23/wp-content/uploads/2013/08/Buy-sell-agreements.mp3Podcast: Play in new window | Download | Embed

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Short-term GRATs Provide Long-term Relief

“What’s a GRAT?”, you may ask.  A grantor retained annuity trust, or GRAT for short, is a popular estate planning tool that assists in sheltering appreciating assets from the burdens…

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