Blueprint for Wealth

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Date

Segment # and Blueprint for Wealth show segment description
   
CDs of prior shows can be provided for a nominal fee; contact Zell Law. 

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

Segment 1:  Estate & gift taxes imposed on transfers of assets

  Segment 2:  529 Plans
  Segment 3: Special Guest - Paul Pagnato, First VP Investments, Merrill Lynch   
  Segment 4:  Reps and Warranties in a Contract
   
 04/22/07  Segment 1:   10 Tips for Smooth Transition after Buying a Business
  Segment 2:   Common Non-tax Estate Planning Mistakes
  Segment 3:   Julie Lenzer Kirk, Author  
  Segment 4:   Automated Help Desks
   
 04/15/07  Segment 1:   Self-Canceling Installment Notes
  Segment 2:   Trade Secrets
  Segment 3:   Jeanne O'Kelley, Senior VP, Vangent 
  Segment 4:   S Corporations
   
 04/08/07  Segment 1:   Disinheriting Relatives
  Segment 2:   10 Reasons to Honor Contracts
  Segment 3:   Neal Simon, Pres & CEO Highline Wealth Mangmnt
  Segment 4:   Email Questions on Revocable Living Trusts
   
04/1/07 Segment 1: Living Wills 
  Segment 2: Living Wills Continued 
  Segment 3: Jon Shames, Partner, E&Y LLP 
  Segment 4: Asset Protection & Powers 
   
03/25/07 Segment 1: Powers of Attorney 
  Segment 2: Fairness Opinions 
  Segment 3: Jennifer Garrett, President, People Tactics, Inc. 
  Segment 4: Offshore Asset Protection Trusts 
   
03/18/07  Segment 1: Business Advisors 
  Segment 2: Buy/Sell Agreements 
  Segment 3: Rob Jolles, President, Jolles Associates
  Segment 4: Valuing a Business 
   
03/11/07  Segment 1: Mergers & Acquisitions 
  Segment 2: Revocable Living Trusts
  Segment 3: Marc Engel, Partner, Learch, Early & Brewer 
  Segment 4: Non Qualified Stock Options 
   
03/04/07  Segment 1: Tax Law Changes 
  Segment 2: 10 Common Asset Protection Mistakes 
  Segment 3: David Eisner, President & CEO, Dataprise 
  Segment 4: Private Equity Investing 
   
02/25/07  Segment 1: 10 Common Estate Planning Mistakes 
  Segment 2: 10 Common Estate Planning Mistakes Continued 
  Segment 3: Doug Poretz, Parner, Qorvis 
  Segment 4: Business Ownership 
   
02/18/07  Segment 1: Private Foundations 
  Segment 2: Private Foundations continued 
  Segment 3: Rick Zitelman, Principal, The Zitelman Group 
  Segment 4: Blueprint-Big Ideas 
   
02/11/07 Segment 1: Stock Options 
  Segment 2: Estate Planning with Stock Opions 
  Segment 3: Peter Vidi, President, Vidi Appraisal Services, Inc. 
  Segment 4: Mergers & Acquisitions with Stock Options 
   
02/04/07  Segment 1: Introduction to Blueprint for Wealth 
  Segment 2: FLLCs & FLPs 
  Segment 3: Marissa Levin, CEO, Information Experts 
  Segment 4: Business Advisors 


   

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