Wayne Zell Speaks on Asset Protection Planning
On Saturday, June 13, 2015, Wayne M. Zell spoke to a packed house at the Cassaday & Company annual Retirement Symposium on Protecting Your Assets from Creditors and Predators. Podcasts…
Read MoreFavorable D.C. Estate Tax Changes!
Please listen to this podcast outlining the latest favorable D.C. estate tax law changes! If you need more info, please email me at wayne.zell@ofplaw.com. http://www.blueprintforwealth.org/wp-content/uploads/2015/03/DC-Estate-Tax-Changes-3.19.2015.mp3Podcast: Play in new window |…
Read MoreIn Case You Missed the Webinar…ABC’s of Successful Successor Trustees
In case you missed it, I have posted a recording of the Webinar – “ABC’s of Successfully Serving as Successor Trustees“.
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 MoreYou Have Been Named as Trustee for a Living Trust — Now What?
By Wayne M. Zell You have recently been named as trustee for the trust of a family member or for that of a close friend. What does this mean? What…
Read MoreBuy-sell Agreements
Now that you have your business succession plan in place, you will want to create an agreement that dictates what happens to the business and your ownership interest if you…
Read MoreBuy-Sell Agreements
Now that you have your business succession plan in place, you will want to create an agreement that dictates what happens to the business and your ownership interest if you…
Read MoreChris Helmrath of SC&H Capital Group Discusses Healthcare Industry
Please join Wayne M. Zell, Esq., for his interview of Christopher Helmrath, of SC&H Capital Group, and listen to Chris’ insights into the current status of our healthcare industry. /wp-content/uploads/2014/08/Helmrath-Healthcare-8.20.14.mp3Podcast:…
Read MoreYuval Bar-Or Explains the Pillars of Wealth
Please join Wayne M. Zell, Esq., for his podcast interview of Dr. Yuval Bar-Or, who discusses his new book, Pillars of Wealth. The book focuses on providing high quality, nuanced education medical practitioners…
Read More