27 Trusts-#7 Irrevocable Life Insurance Trusts with Wayne Zell
In this video blog, Wayne Zell outlines the benefits and challenges of using irrevocable life insurance trusts (ILITs).
Read More27 Trusts-#4 Intentionally Defective Grantor Trusts with Wayne Zell
Please join Wayne Zell for this brief video blog of the advanced estate planning concept known as the “intentionally defective grantor trust”.
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27 Trusts-#2 Irrevocable Trusts with Wayne Zell
In this video blog, Wayne Zell briefly explains what an irrevocable trust is and suggests how even an irrevocable trust can be changed. Please enjoy!
Read MoreTax Bill-Estate and Gift Tax Changes
Taxpayers will have an $11,200,000 each for estate, gift tax, and generation-skipping tax exemption beginning January 1, 2018, which will rise with the Consumer Price Index each year thereafter. There were no…
Read MoreAdvanced Estate Planning Techniques, Case Study, pt. 6/8
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 6 of 8. This video focuses on various tax planning…
Read MoreA Primer on a Trustee’s Powers
The following is excerpted from Wayne M. Zell’s “Blueprint for Wealth – Successor Trustee Manual”. To purchase a copy of the manual, click here. A Trustee’s powers are dependent mainly on…
Read MoreEstate, Gift and GST Tax Proposals
In his recently released budget proposals, President Obama included may familiar challenges to advanced estate planning techniques as well as some new wrinkles designed to thwart creative planning for high…
Read MoreShort-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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