Category: Charities

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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Will Donor Advised Funds be Limited in Future?

In late February 2014, Representative Dave Camp (R-Mich.) proposed tax reform legislation including a requirement that all donations to a Donor Advised Fund be paid out within five years of their…

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Tax-Exempt Status for First Church of Cannabis

Really?  On the one hand, marijuana remains classified at a Schedule 1 Drug under the federal Controlled Substances Act. At the same time, the IRS has granted tax-exempt status to a…

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