Seminars & Events

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Upcoming Events

To attend upcoming events, registration is required.  Please call 571-203-9355 x 100 to register.  Please note: these seminars are geared towards professionals and are normally not well suited for the general public. 

Upcoming Breakfast Briefing Seminars

SAVE THE DATES FOR 2010

September 22, 2010

November 17, 2010

Topics to be Announced

Recent Events

June 16, 2010 - 7:45 - 9AM - Breakfast Briefing at Zell Law

Non-Qualified Deferred Compensation Plans

Non-qualified deferred compensation plans can solve many problems for our clients, particularly those that are seeking alternative ways of compensating a select group of management or highly compensated employees. Beyond qualified plans, non-qualified plans afford a wide range of choices in structuring vesting, payment of benefits and security for the participants. As long as Section 409A is complied with, these plans can provide significant tax deferral and planning benefits for our clients and their employees. Join Wayne M. Zell, Esq., to learn how non-qualified plans currently are being structured, what they are being used for and how you can expand your clients' compensation alternatives using these techniques for their key employees.

April 21, 2010 - 7:45 - 9:AM - Breakfast Briefing at Zell Law

Tax Changes Abound 

February 17, 2010 - 7:45 - 9AM - Breakfast Briefing at Zell Law

Mergers & Acquisitions Negotiation Trends

Featuring insights from deal attorneys on market trends and developments in negotiating acquisition agreements of public and private targets.  Includes analysis of recent publicly-available acquisition agreements for acquisitions of U.S. publicly-traded and private targets by public companies. 

November 18, 2009 - 7:45 - 9AM - Breakfast Briefing at Zell Law

The ins and outs of funding education for your children and your clients

There is an increasing demand for advisors knowledgeable in the advantages and disadvantages of the various educational savings techniques. According to The College Board, the average annual cost of attending an in-state four-year public college in 2008-2009 is more than $14,000 per year; more than $34,000 per year for a four-year private college. With costs increasing at 2-3 times the rate of inflation, it is possible that the cost of an in-state public college for five years beginning in the Fall of 2027 (for a child born in 2009) will be more than $190,000. The same education may cost more than $450,000 at a private college! Therefore, it should come as no surprise that saving for college is the most significant savings goal of many adults facing future college costs for their children. Advisors who can assist clients with the various education savings tools, including College Savings Plans, Coverdell Education Savings Accounts, UTMA/UGMA accounts, IRC Sec. 2503(c) trusts, demand trusts, and life insurance, among other techniques, bring a significant value added to the advisor-client relationship. Join Wayne M. Zell, Esq., to discuss the ins and outs of funding education for your children and your clients. 

September 16, 2009 - 7:45-9AM - Breakfast Briefing at Zell Law

Estate Planning During Tough  Economic Times

This timely session will address several tax planning opportunities and strategies that allow advisors to take advantage of the current low interest rates to help clients avoid unnecessary taxation. Given that President Obama will likely make significant changes in the U.S. tax policy, the time is now to take advantage of these opportunities while also helping clients to mitigate potential negative future tax ramifications.

June 17, 2009 - 7:45-9AM - Breakfast Briefing at Zell Law

President Obama already has promised tax increases and changes to the tax system, many of which may occur later this year. Join Wayne Zell at our next Breakfast Briefing to explore the top 10 ways to save taxes for our clients in this environment of uncertainty and opportunity.

April 22, 2009 - 7:45-9AM - Breakfast Briefing at Zell Law

Many of our clients and friends with disabled relatives may need to implement special needs trusts (also known as "supplemental needs" trusts) that allow the disabled beneficiary to receive gifts, lawsuit settlements, or other funds and yet not lose his or her eligibility for certain government programs. These trusts are drafted so that the funds will not be considered to belong to the beneficiary in determining eligibility for public benefits. Our next Breakfast Briefing will focus on the do's and don'ts of implementing these trusts from a design, operation and funding perspective. Don't miss this opportunity to learn the basics from Janet L. Kuhn, Esq., one of the founders of the Elder Law Bar!

November 19, 2008 - 7:45-9AM - Breakfast Briefing at Zell Law

What You Need to Know About Asset Protection Planning

Many clients live in states that do not fully asset protect IRAs, and even clients in those states that do risk moving to a state that does not provide an IRA with complete protection from creditors. With more and more wealth placed in IRAs and qualified plans, many clients are concerned about protecting this significant asset. With proper planning, you can asset protect IRAs and qualified plans. In this seminar, we will teach you the steps you can take to protect these valuable assets.

November 14, 2007 - 7:45AM-9AM - Breakfast Briefing at Zell Law

Combining FLPs with GRATs, Defective Trusts, IRA, Life Insurance and More

Particularly for high net worth clients, the proverbial "rubber hits the road" with the integration of various planning strategies, not the implementation of strategies in isolation. Unfortunately, many clients have plans with strategies implemented in isolation. In this Breakfast Briefing we will explore some strategy combinations that will significantly increase the overall effectiveness of the individual planning strategies, including how to explain strategy combinations in a manner that encourages clients to move forward.

September 19, 2007 - 7:45AM-9AM - Breakfast Briefing at Zell Law

Charitable Planning with IRAs and Qualified Plans

Most professionals understand the benefits of naming a charity as the beneficiary of an IRA or qualified plan. What if the client has a large IRA but not enough assets to satisfy the exemption equivalent amount (i.e., unified credit) at his or her death? In this instance, the IRA may also be the ideal asset to satisfy the clients charitable intent, but only if used in combination with charitable planning vehicles. In this Breakfast Briefing we will teach you several charitable planning strategies for clients with significant IRAs and qualified plans.

June 8, 2007 - Mr. Zell taught an all day Advanced Estate Planning Techniques in Virginia course in conjunction with Lorman Education Services. 

April 27, 2007 - Mr. Zell conducted an all-day seminar on Tax-Exempt Organizations in Virginia in conjunction with Lorman Education Services. 

May 16, 2007 - 7:45AM-9AM - Breakfast Briefing at Zell Law

IRA Annuitization: Creating a Guaranteed Income Stream for Retirement and a Tax-Free Asset for Beneficiaries

Large IRAs are both a blessing and a curse: They provide a steady income stream in retirement, but their distributions are subject to ordinary income tax. Plus, as income in respect of a decedent (IRD), IRAs do not step-up at the participant's death - whatever's left at death will potentially be subject to estate tax and possibly generation-skipping transfer tax. All in all, upwards of 80% of an IRA can be lost to taxes. Given this significant taxation, many clients are looking for planning strategies that will minimize the taxation of their IRAs. In this Breakfast Briefing we will provide such a strategy.

Dec 6, 2006 – Wednesday - 7:30- 8:30AM - Breakfast Briefing at Zell Law

Using Charitable Planned Gifts in Estate Planning to Maximize Tax-Efficient Results

Charitable life income plans and gifts of remainder interests offer a broad range of possibilities for donors who wish to benefit a particular charity, obtain an immediate charitable income tax deduction, and retain income or the use of a home or farm. The client's individual goals and situation will determine which alternative will lead to the best result.

Sept 6, 2006  - Breakfast Briefing at Zell Law

The Dirty Dozen: The IRS’ Top 12 Most Notorious Tax Scams – The IRS has again issued its annual list of the "Dirty Dozen" most notorious tax scams, alerting taxpayers to watch out for schemes that promise to reduce or eliminate taxes.

June 2006 - September 2006

Mr. Zell taught an accredited 12-week course on Estate Planning to candidates for the Certified Financial Planner examination.  The course was sponsored by UBS and Bryant College.

June 8, 2006

Advanced Estate Planning Techniques in Virginia

All day continuing education seminar held in Arlington, VA in conjunction with Lorman Education Services 

May 24, 2006 - Breakfast Briefing at Zell Law

Maximizing planning opportunities with private annuities

In many cases, a private annuity will provide advantages that no other estate planning tool or technique can. This briefing will cover why it is essential for advisors to work together to coordinate the private annuity into the client's overall estate planning.

March 31, 2006

Mr. Zell spoke on Tax-Exempt Organizations in Virginia at a continuing education seminar in Arlington, VA in conjuction with Lorman Education Services.

July 20, 2005

Mr. Zell spoke at an all-day seminar for professionals sponsored by the National Business Institute entitled “Safeguarding Services for Disabled Clients Using Special Needs Trusts in Virginia ” in Fairfax, Virginia.

March and April, 2005

Mr. Zell conducted continuing education seminars for Merrill Lynch financial advisors and insurance agents on "Estate Planning with IRA's and Qualified Plans" in Rockville, MD and Tysons Corner, Virginia.

February 23, 2005

Mr. Zell was a guest speaker at BTRTC Corporation in Fairfax, Virginia on Estate planning after EGTRRA .

February 9, 2005

Mr. Zell was a guest speaker at a seminar sponsored by Legg Mason Wood Walker, Inc., in Alexandria, Virginia, on Estate Planning for Qualified Plans and IRAs.

February 1, 2005

Mr. Zell presented at an all-day seminar for professionals sponsored by the National Business Institute entitled “Advanced Estate Planning Techniques in Virginia,” at the Waterford at Fair Oaks, 12025 Lee Jackson Memorial Highway, Fairfax, Virginia.

For further information on these and other upcoming events, please contact Zell Law at 571-203-ZELL (9355) x100.

11710 Plaza America Drive
Suite 120
Reston, VA 20190
Phone: 571-203-ZELL (9355)
Fax: 571-323-5266