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Show
Date
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Segment # and Blueprint for Wealth show segment description
* CDs of prior shows can be provided for a nominal fee; contact Zell Law.
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| 7/6/08 |
Segment 1: Charitable Giving - Mission Drift |
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Segment 2: Golden Parachutes |
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Segment 3: David Eisner: Dataprise |
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Segment 4: Audience emails |
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| 6/29/08 |
Segment 1: Top 10 Estate Planning Myths |
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Segment 2: 12 Basic Questions on Long-Term Care Insurance |
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Segment 3: Andy Gilman: Commcore Consulting Group |
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Segment 4: Audience emails |
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| 6/22/08 |
Segment 1: The Golden Goose |
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Segment 2: Do You Need Life Insurance? |
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Segment 3: Kristi Hedges: SheaHedges Group |
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Segment 4: Audience emails |
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| 6/15/08 |
Segment 3: Brett Weinroth: Exclusive Resorts |
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| 6/8/08 |
Segment 1: Revocable Living Trusts |
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Segment 2: Top 11 Issues Facing Business Owneres When Structuring Buy-sell Agreements |
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Segment 3: Marissa Levin: Information Experts |
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Segment 4: Audience emails |
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| 6/1/08 |
Segment 1: So-called 529 Plans |
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Segment 2: Capital Gains Taxes |
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Segment 3: Julie Lenzer Kirk: Author |
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Segment 4: Audience emails |
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| 5/25/08 |
Segment 1: Top 12 Life Insurance Mistakes, Part 2 |
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Segment 2: Top 12 Life Insurance Mistakes, Part 2 (continued) |
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Segment 3: Robert Smith: iCAT Systems |
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Segment 4: Audience emails |
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| 5/18/08 |
Segment 1: Conservation Easement |
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Segment 2: Top 12 Life Insurance Mistakes |
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Segment 3: Joe Young: Chesapeake Financial Settlements LLC |
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Segment 4: Audience emails |
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| 5/11/08 |
Segment 1: Trust Fund Baby |
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Segment 2: 10 Common Asset Protection Mistakes |
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Segment 3: Matt Anderson: Robert W. Baird & Co. |
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Segment 4: Audience emails |
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| 5/4/08 |
Segment 1: The Wealthy also pay taxes |
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Segment 2: 5 Estate Tax Blunders |
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Segment 3: David Wexler; Greenberg, Wexler & EIG |
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Segment 4: Audience emails |
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| 4/27/08 |
Segment 1: Federal Estate Tax Exemption |
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Segment 2: Nonprofit Basics |
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Segment 3: Rob Jolles, Author/Speaker |
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Segment 4:Audience emails |
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| 4/20/08 |
Segment 1: 10 Probate & Estate Planning tips for 2008 |
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Segment 2: Life Insurance options |
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Segment 3: Rob Jolles, Author/ Speaker |
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Segment 4: Audience emails |
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| 4/13/08 |
Segment 1: |
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Segment 2: |
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Segment 3: David Bekenstein, Ameriprise Financial |
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Segment 4: Audience emails |
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| 4/6/08 |
Segment 1: |
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Segment 2: |
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Segment 3: Scott DiGimarrino, Ameriprise Financial |
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Segment 4: Audience emails |
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| 3/30/08 |
Segment 1: Wealth Replacement Trusts |
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Segment 2: Uniform Gift to Minors |
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Segment 3:Neal Simon, Highline Wealth Mangement |
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Segment 4: Audience emails |
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| 3/23/08 |
Segment 1: Buy Sell Agreements Part I |
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Segment 2: Buy Sell Agreements Part II |
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Segment 3:Mark Joseph, Sentinel Wealth |
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Segment 4: Audience emails |
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| 3/16/08 |
Segment 1:Creating an LLC Operating Agrmnt |
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Segment 2:Federal Taxes on Estates: |
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Segment 3:Jim Long, Venture Cross |
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Segment 4:Audience emails |
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| 3/9/08 |
Segment 1: Buy Sell Agreements |
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Segment 2: Top 10 Wealth Transfer Mistakes |
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Segment 3:Len Metheny |
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Segment 4: Audience emails |
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| 3/2/08 |
Segment 1: Incentive Trusts |
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Segment 2: Stock Options |
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Segment 3: Robert Brokamp |
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Segment 4: Audience emails |
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| 2/24/08 |
Segment 1: Equity Incentives |
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Segment 2: Borrowing Against your Home |
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Segment 3: Kristi Hedges, The Hedges Company |
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Segment 4: Audience emails |
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| 2/17/08 |
Segment 1: Grats Part 2 |
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Segment 2: Different ways to make Charitable Gifts |
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Segment 3: Jim Beaupre, FedResults, Inc. |
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Segment 4: Audience emails |
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| 2/10/08 |
Segment 1 |
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Segment 2 |
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Segment 3: Marc Engel, Learch Early |
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Segment 4: Audience Emails |
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| 2/03/08 |
Segment 1 |
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Segment 2 |
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Segment 3: Marissa Levin, Information Experts |
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Segment 4: Audience Emails |
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| 1/27/08 |
Segment 1: Buy Sell Agreements |
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Segment 2: Common Asset Protection Mistakes |
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Segment 3: Andy Gilman, Commcore Consulting Group |
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Segment 4: Audience Emails |
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| 01/20/08 |
Segment 1: Incorporating Your Business, To Do's |
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Segment 2: Important Commercial Lease Terms |
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Segment 3: Peggy O'Reilly, Elder Law |
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Segment 4: Audience emails |
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| 01/13/08 |
Segment 1: Different Kinds of Trusts |
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Segment 2: Grantor Retained Annuity Trusts |
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Segment 3: Dean Makarita, Long & Foster |
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Segment 4: Audience emails |
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| 01/06/08 |
Segment 1:Like Kind Exchanges of Real Estate |
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Segment 2:Negotiating the Best Commercial Lease Terms |
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Segment 3: Julie Lenzer Kirk, Author |
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Segment 4: Audience emails |
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| 12/30/07 |
Segment 1:Irrevocable Life Insurance Trusts |
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Segment 2:Venture Capital |
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Segment 3: Mark Johannessen, SBSB |
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Segment 4:Audience emails |
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| 12/23/07 |
Segment 1: 10 Best Practices of Savvy Donors |
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Segment 2: Entreprenuers New Years Resolutions |
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Segment 3: Julie Lenzer Kirk, Author |
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Segment 4: Audience Questions |
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| 12/16/07 |
Segment 1:Top 10 Life Insurance Mistakes |
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Segment 2: Starting the Right Business |
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Segment 3: Peggy O'Reilly, Elder Law |
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Segment 4: Audience Questions |
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| 12/9/07 |
Segment 1: Year End individual Income Tax Planning |
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Segment 2: Long Term Care Insurance |
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Segment 3: Bill Farmer, Jefferies Quarterdeck |
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Segment 4: Audience Questions |
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| 12/2/07 |
Segment 1: Top 5 Ideas for Small Businesses |
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Segment 2: Charitable Gift Annuities |
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Segment 3: Marcus White, Pinnacle Financial |
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Segment 4: Audience Questions |
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| 11/25/07 |
Segment 1:Alaska's Uniqe Benefits |
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Segment 2:Deleware & Nevada Corporations |
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Segment 3:Joe Young, Chesapeake Financial |
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Segment 4:Audience Questions |
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| 11/18/07 |
Segment 1: Weird wills & trusts |
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Segment 2:Bankruptcy 2005 Act impact on Asset protection |
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Segment 3:Vicki Tarallo, SensaSolutions |
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Segment 4:Audience Questions |
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| 11/11/07 |
Segment 1:The Swiss Annuity |
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Segment 2:Insuring your home business |
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Segment 3: Jim Bruyette, SBSB Financial |
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Segment 4:Audience Questions |
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| 11/4/07 |
Segment 1:How to Interview a Corporate Trustee |
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Segment 2:Registering your business name |
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Segment 3:Peggy O'Reilly - Elder Law |
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Segment 4:Audience Questions |
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| 10/28/07 |
Segment 1:Partnerships |
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Segment 2:Funerals & Funeral Prepayment plans |
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Segment 3:Kathy Pherson, Pherson Associates |
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Segment 4:Audience Questions |
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| 10/21/07 |
Segment 1:Ways to make Charitable Gifts |
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Segment 2:Private Equity Trends |
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Segment 3:Bill Bragg, Coach |
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Segment 4:Audience Questions |
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| 10/14/07 |
Segment 1:Qualified Personal Residence Trusts |
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Segment 2:Minor's Trusts |
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Segment 3:Carl Kumpf |
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Segment 4:Audience Questions |
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| 10/7/07 |
Segment 1:Donate Your Body |
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Segment 2:Like/Kind Exchanges |
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Segment 3:Karen McSteen, brandMatters |
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Segment 4:Audience Questions |
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| 9/30/07 |
Segment 1:10 Steps to an easy Business Transfer |
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Segment 2:Retirement planning based on tax burdens |
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Segment 3:Jewel Esposito, Chaimberlan |
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Segment 4:Audience Questions |
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| 9/23/07 |
Segment 1:Generation Skipping Transfer Tax |
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Segment 2:Top 10 Estate Planning Techniqes |
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Segment 3:Rob Jolles, Jolles & Associates |
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Segment 4:Audience Questions |
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| 9/16/07 |
Segment 1:Nondisclosure Agreements |
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Segment 2:Noncompete Agreements |
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Segment 3:Rob Jolles, Jolles & Associates |
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Segment 4:Audience Questions |
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| 9/9/07 |
Segment 1: Incentive Trusts |
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Segment 2:Scholarship Funds - setting up one for a school |
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Segment 3: Peggy O'Reilly, Esq - Elder Law |
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Segment 4:Audience Questions |
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| 9/2/07 |
Segment 1: Creating an LLC Operating Agreement |
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Segment 2: Federal Taxes After You Die |
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Segment 3: Roland Oliver, Monumental Venture Partners |
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Segment 4: Audience Emails |
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| 8/26/07 |
Segment 1: Special Needs/Supplemental Needs Trust |
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Segment 2: Trustee Relationship and Duties |
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Segment 3: Claire Meade, Financial Advisor, Smith Barney |
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Segment 4: Audience Emails |
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| 8/19/07 |
Segment 1: The Probate Process |
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Segment 2: Guidelines for Executors and Trustees |
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Segment 3: Mike Meegan, Watkins, Meegan, Drury & Co. |
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Segment 4: Audience Emails |
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| 8/12/07 |
Segment 1:Asset Protection Rules of Engagement |
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Segment 2:Legitimate Offshore Asset Protection |
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Segment 3: Craig Stephanson, Valuation Services Inc. |
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Segment 4:Audience Emails |
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| 8/5/07 |
Segment 1:Types of Life Insurance |
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Segment 2:Letters of Intent |
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Segment 3: Randy Beeman |
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Segment 4:Audience emails |
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| 7/29/07 |
Segment 1:Powers of Attorney |
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Segment 2:Estate Planning for Non Residents and Non Citizens |
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Segment 3: Paul Pagnato, Merrill Lynch |
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Segment 4:Audience emails |
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| 07/22/07 |
Segment 1:Like Kind Exchanges of Real Estate |
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Segment 2:Negotiating the Best Commercial Lease Terms |
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Segment 3: Julie Lenzer Kirk |
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Segment 4:Audience emails |
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| 07/15/07 |
Segment 1:Pet Trusts |
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Segment 2:Five Primary Exit Strategies for your Business |
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Segment 3: Rebecca Shambaugh, Shambaugh Leadership |
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Segment 4:Audience emails |
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| 07/08/07 |
Segment 1:Irrevocable Life Insurance Trusts |
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Segment 2:Venture Capital |
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Segment 3: Mark Johannessen, SBSB |
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Segment 4:Audience emails |
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| 07/01/07 |
Segment 1:Estate planning in preparation for the sale of a business |
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Segment 2:Basics of a LLC |
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Segment 3: David Wexler- Greenberg , Wexler & Eig |
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Segment 4:Audience emails |
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| 6/24/07 |
Segment 1:Top 10 Mistakes in Buying a Business |
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Segment 2: Funeral Instruction and Expenses |
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Segment 3: Joe Child, Step One Mortgage |
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Segment 4: Updating Estate Planning Documents |
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| 6/17/07 |
Segment 1: Temporary Guardians |
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Segment 2: Family Offices |
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Segment 3: Special Guest - Scott Greenberg, Greenberg, Wexler & Eig |
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Segment 4: Emails from Audience |
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| 6/10/07 |
Segment 1: Dynasty Trusts |
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Segment 2: Non-Spousal Rollover |
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Segment 3: Special Guest - Eva Neumann, ENC Marketing |
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Segment 4: Emails from Audience |
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| 5/27/07 |
Segment 1: Playing the IRS Audit Lottery |
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Segment 2: Phantom stock & Stock Appreciation Rights |
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Segment 3: Special Guest - Karen McSteen, brandMatters |
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Segment 4: Dying without a will |
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| 5/20/07 |
Segment 1: Running a Business with your Spouse |
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Segment 2: Business Succession Planning |
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Segment 3: Special Guest - Dean Makarita, Long & Foster |
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Segment 4: LLCs and Real Estate |
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| 05/13/07 |
Segment 1: Guardians & Conservators |
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Segment 2: How Do Business Owners Borrow Money? |
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Segment 3: Special Guest - Lisa Gercenstein, BF Saul Mortgage |
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Segment 4: Prenuptual & Postnuptual Agreements |
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| 05/06/07 |
Segment 1: Writing a Business Plan |
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Segment 2: Gift Tax System |
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Segment 3: Special Guest - Candi Kaplan, Kaplan Financial Group |
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Segment 4: Define a LLLP |
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| 04/29/07 |
Segment 1: Estate & gift taxes imposed on transfers of assets
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Segment 2: 529 Plans |
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Segment 3: Special Guest - Paul Pagnato, First VP Investments, Merrill Lynch |
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Segment 4: Reps and Warranties in a Contract |
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| 04/22/07 |
Segment 1: 10 Tips for Smooth Transition after Buying a Business |
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Segment 2: Common Non-tax Estate Planning Mistakes |
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Segment 3: Julie Lenzer Kirk, Author |
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Segment 4: Automated Help Desks |
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| 04/15/07 |
Segment 1: Self-Canceling Installment Notes |
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Segment 2: Trade Secrets |
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Segment 3: Jeanne O'Kelley, Senior VP, Vangent |
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Segment 4: S Corporations |
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| 04/08/07 |
Segment 1: Disinheriting Relatives |
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Segment 2: 10 Reasons to Honor Contracts |
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Segment 3: Neal Simon, Pres & CEO Highline Wealth Mangmnt |
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Segment 4: Email Questions on Revocable Living Trusts |
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| 04/1/07 |
Segment 1: Living Wills |
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Segment 2: Living Wills Continued |
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Segment 3: Jon Shames, Partner, E&Y LLP |
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Segment 4: Asset Protection & Powers |
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| 03/25/07 |
Segment 1: Powers of Attorney |
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Segment 2: Fairness Opinions |
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Segment 3: Jennifer Garrett, President, People Tactics, Inc. |
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Segment 4: Offshore Asset Protection Trusts |
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| 03/18/07 |
Segment 1: Business Advisors |
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Segment 2: Buy/Sell Agreements |
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Segment 3: Rob Jolles, President, Jolles Associates |
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Segment 4: Valuing a Business |
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| 03/11/07 |
Segment 1: Mergers & Acquisitions |
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Segment 2: Revocable Living Trusts |
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Segment 3: Marc Engel, Partner, Learch, Early & Brewer |
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Segment 4: Non Qualified Stock Options |
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| 03/04/07 |
Segment 1: Tax Law Changes |
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Segment 2: 10 Common Asset Protection Mistakes |
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Segment 3: David Eisner, President & CEO, Dataprise |
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Segment 4: Private Equity Investing |
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| 02/25/07 |
Segment 1: 10 Common Estate Planning Mistakes |
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Segment 2: 10 Common Estate Planning Mistakes Continued |
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Segment 3: Doug Poretz, Parner, Qorvis |
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Segment 4: Business Ownership |
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| 02/18/07 |
Segment 1: Private Foundations |
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Segment 2: Private Foundations continued |
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Segment 3: Rick Zitelman, Principal, The Zitelman Group |
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Segment 4: Blueprint-Big Ideas |
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| 02/11/07 |
Segment 1: Stock Options |
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Segment 2: Estate Planning with Stock Opions |
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Segment 3: Peter Vidi, President, Vidi Appraisal Services, Inc. |
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Segment 4: Mergers & Acquisitions with Stock Options |
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| 02/04/07 |
Segment 1: Introduction to Blueprint for Wealth |
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Segment 2: FLLCs & FLPs |
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Segment 3: Marissa Levin, CEO, Information Experts |
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Segment 4: Business Advisors |
Estate Planning 
Business Planning
