Blueprint for Wealth: Recent Episodes
Wayne M. Zell
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 you, we do want to take this opportunity to be certain that you are aware of certain legal, tax, financial, and other implications that you […]
Wayne Zell discusses special needs trusts (aka supplemental needs trusts) and their use in helping those with disabilities.
In this video blog, Wayne Zell summarizes the benefits and importance of IRA Beneficiary Trusts, particularly in light of changes made under the SECURE Act.
In this video blog, Wayne Zell outlines the benefits and challenges of using irrevocable life insurance trusts (ILITs).
This video blog with Wayne Zell outlines important considerations in managing growth in a growing business.
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.
When you grow a business, you need to fuel it with funding and people. Wayne Zell focuses on some basic considerations when fueling your business for growth.
Please join Wayne Zell for this video blog that explains briefly the advanced estate planning idea known as the charitable remainder trust.
In this video blog, Wayne Zell continues the Business Success(ion) series with a discussion of what it takes to grow your business to the next level.
Please join Wayne Zell for this brief video blog of the advanced estate planning concept known as the “intentionally defective grantor trust”.
Please join Wayne Zell for a brief video blog overview of your choice of entity when starting a new business.
In this video blog, Wayne Zell explains the difference between simple and complex trusts.
Please join Wayne Zell for this brief video blog on how important it is to start your business with a solid business plan.
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!
Happy New Year to all of my friends, family, clients and contacts! If you need to reach me for your estate planning or business planning needs, please contact me here and please update your contact info for me: Email: wayne@zelllaw.com Address: Wayne M. Zell, Esq., Zell Law PLLC, 1818 Library St., Suite 500, Reston, VA […]
As my July 9th blog and December 21, 2019 blog indicated, the SECURE Act will negatively impact the ability to stretch IRA benefits in the future. For example, many of our clients elected to use a “conduit trust” through which IRA and other retirement plan benefits flow following the death of a surviving spouse. This […]
The SECURE Act (see my July 9th Blog post) finally was passed by the Senate (as part of the spending bill) paving the way for President Trump’s signature. Sorry to rush you, the most significant change by rhe SECURE Act for our estate planning clients is the elimination of the “stretch” IRA in favor of […]
Join Wayne Zell for this brief video blog on Revocable Trusts (1 of 27 trusts highlighted over the next 27 weeks).
While offering certain incentives to enhance retirement savings, proposed legislation known as the SECURE Act (the “Act”) would severely limit the use of stretch IRAs and cause many individuals to amend their estate planning documents and retirement planning generally. On the upside, the Act permits individuals to defer required minimum distributions and make tax deductible […]
Please click the link below to see important information on gift and estate tax law changes. https://www.pagnatokarp.com/irs-announces-no-clawback-of-gift-tax-exemption/
Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 6: Post-Exit Planning, which focuses on building a family legacy. This is the final part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October […]
Please join Wayne M. Zell, Esq. for this 7th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including volunteerism and living healthier. This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March […]
Please join Wayne M. Zell, Esq. for this 6th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including discussion of job opportunities for seniors. This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. […]
Please join Wayne M. Zell, Esq. for this 5th of eight videos of Episode 6: Post-Exit Planning, which concludes discussion of managing post-retirement risks, with extensive consideration of avoiding the effects of bad advice and fraud. This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of […]
Please join Wayne M. Zell, Esq. for this 4th of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including loss of ability to live independently, change in housing needs, death or divorce of spouse and unforeseen needs. This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional […]
Please join Wayne M. Zell, Esq. for this 3rd of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including business continuity, employment, public policy (i.e., tax, Medicare, Medicaid) and other risks. This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of […]
Please join Wayne M. Zell, Esq. for this 2nd of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including longevity, inflation, interest rate, and stock market risks. This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, […]
Please join Wayne M. Zell, Esq. for this 1st of eight videos of Episode 6: Post-Exit Planning, which provides an overview of the opportunities and challenges following a successful exit.. This is the first part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, […]
Please join Wayne M. Zell, Esq. for this 9th of ten videos of Episode 5: Anatomy of an Acquisition, which focuses on employment and other key agreements that are critical parts of the acquisition. This is the final part of the 5th of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices […]
Please join Wayne M. Zell, Esq. for this 9th of ten videos of Episode 5: Anatomy of an Acquisition, which continues discussion of representations and warranties, covenants and indemnification and liability limitations found in an acquisition agreement. This is part of the 5th of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the […]
Please join Wayne M. Zell, Esq. for this 8th of ten videos of Episode 5: Anatomy of an Acquisition, which focuses on the representations and warranties found in an acquisition agreement. This is part of the 5th of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, […]
Please join Wayne M. Zell, Esq. for this 7th of ten videos of Episode 5: Anatomy of an Acquisition, which illustrates a typical private equity acquisition of a privately-held company and discusses purchase price and payment terms and the components of an earn-out or contingent purchase price. This is part of the 5th of six […]
Please join Wayne M. Zell, Esq. for this 6th of ten videos of Episode 5: Anatomy of an Acquisition, which continues the discussion of the due diligence process in an M&A transaction. This is part of the 5th of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & […]
Please join Wayne M. Zell, Esq. for this 5th of ten videos of Episode 5: Anatomy of an Acquisition, which focuses on the data gathering and due diligence process in an M&A transaction. This is part of the 5th of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman […]
Please join Wayne M. Zell, Esq. for this 4th of ten videos of Episode 5: Anatomy of an Acquisition, which focuses on negotiating the letter of intent and the merger and acquisition process. This is part of the 5th of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman […]
Please join Wayne M. Zell, Esq. for this 1st of ten videos of Episode 5: Anatomy of an Acquisition, which focuses on an overview of the acquisition process and the art of negotiating the deal. This is part of the 5th of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of […]
Please join Wayne M. Zell, Esq. for this 9th of nine videos of Episode 4: Planning the Exit, which focuses on diligence and acquisition aspects of intellectual property and trade secrets, real estate, tax and accounting and financial reporting matters. This is the final part of the fourth of six Business Success(ion) Planning Bootcamps for […]
Please join Wayne M. Zell, Esq. for this 8th of nine videos of Episode 4: Planning the Exit, which focuses on various aspects of cleaning-up your corporate governance, employment, contracts, and benefits matters. This is part of the fourth of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman […]
Please join Wayne M. Zell, Esq. for this 7th of nine videos of Episode 4: Planning the Exit, which focuses on various exit strategies available to business owners. This is part of the fourth of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March […]
This timeless video (from 2008) explains why you may need to use a revocable living trust in your estate planning.
Please join Wayne M. Zell, Esq. for this 6th of nine videos of Episode 4: Planning the Exit, which focuses on assembling the M&A team. This is part of the fourth of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October […]
Please join Wayne M. Zell, Esq. for this 5th of nine videos of Episode 4: Planning the Exit, which has an example of pre-transaction planning using a GRAT, and focuses on timing of the transaction.. This is part of the fourth of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of […]
Please join Wayne M. Zell, Esq. for this 4th of nine videos of Episode 4: Planning the Exit, which focuses on the use of earn-outs, contingent purchase price adjustments and other creative ways of structuring acquisitions and pre-sale transactions. This is part of the fourth of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted […]
Please join Wayne M. Zell, Esq. for this 3rd of nine videos of Episode 4: Planning the Exit, which focuses on preparing to sell your business and special issues relating to employee stock ownership plans and the impact of the sale on your employees. This is part of the fourth of six Business Success(ion) Planning […]
Please join Wayne M. Zell, Esq. for this 2nd of nine videos of Episode 4: Planning the Exit, which focuses on preparing to sell your business and special issues relating to family-owned and closely held businesses, who might be the potential buyers of your business and management buy-outs. This is part of the fourth of […]
Please join Wayne M. Zell, Esq. for this 1st of nine videos of Episode 4: Planning the Exit, which focuses on preparing to sell your business and assembling the “dream” team to help prepare for and negotiate an exit transaction for your business. This is the first part of the fourth of six Business Success(ion) […]
Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 3: Navigating Rough Waters, which focuses on case studies to illustrate the benefits and issues relating to non-compete agreements and other protections from errant employees. This is the final part of the third of six Business Success(ion) Planning Bootcamps for Professional […]