Category: Trusts

Legal, Tax and Financial Implications of Corona Virus

We understand that you are concerned about the potential health impact of the coronavirus on yourself and your loved ones. While health issues are no doubt of paramount importance for…

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27 Trusts-#10 Minor’s Trusts with Wayne Zell

This video blog by Wayne Zell explains what a minor’s trust is.

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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).

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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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27 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-#3 Simple v. Complex Trusts with Wayne Zell

In this video blog, Wayne Zell explains the difference between simple and complex trusts.  

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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!  

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27 Trusts: #1 Revocable Trusts

Join Wayne Zell for this brief video blog on Revocable Trusts (1 of 27 trusts highlighted over the next 27 weeks).    

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Primer on Estate Planning

This video provides guidance on basic estate planning.  

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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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