Category: Estate Planning

Estate Planning for Business Owners, Business Succession Planning Process, pt. 5/7

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 5 of 7. This video continues discussion of management succession…

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Estate Planning for Business Owners, Buy-sell Agreements, pt. 3/7

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 3 of 7. This video continues discussion of buy-sell agreements.

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Estate Planning for Business Owners, Buy-Sell Agreements, pt. 2/7

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 2 of 7. This video focuses on business succession planning…

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Estate Planning for Business Owners, Beneficiary Planning, pt. 1/7

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 1 of 7. This video focuses on business succession planning…

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Will the Estate Tax be Repealed in 2017?

Sen. John Thune (R-SD) announced that he and other Republicans will push for repeal of the federal estate tax in 2017 as part of more comprehensive tax reform, in lieu…

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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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Comprehensive IRA 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 titling assets as tenants by entirety, leaving a legacy,…

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Estate Planning Bootcamp, Basic Estate Planning Reviewed

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, which first reviews the basics of estate planning.  In this segment, Mr. Zell focuses…

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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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How to Avoid Estate Planning Mistakes, part 4 of 4

Please join Wayne M. Zell, Esq. in this video presentation (part 4 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and…

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