Category: Charitable Trusts

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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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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Advanced Estate Planning, Charitable Planning Techniques, pt. 8/8

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 8 of 8. This video focuses on charitable planning techniques.…

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