Seminars & Events

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.

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.

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.

Recent Events

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.

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

Innovative Income Tax Planning Using Estate Planning Concepts
Income tax planning has taken on increased significance in wealth planning, and advisors who can assist clients in reducing or deferring income tax offer a notable advantage over their competitors. In this Breakfast Briefing we will discuss the income tax planning opportunities of using estate planning concepts such as Private Annuities, SCINs, Installment Sales and Intentionally Defective Grantor Trusts.

January 17, 2007 – 7:45AM-9AM - Breakfast Briefing at Zell Law

Using Family Limited Partnerships and LLCs as a Financial Tool
If established and administered properly, Family Limited Partnerships (FLPs) and Family Limited Liability Companies (FLLCs) are excellent tools to centralize ownership of family assets and, through limitations on the interests of partners/members, reduce estate taxes. This Breakfast Briefing will address how FLPs are also excellent financial tools for those advisors who understand them. Learn how to use FLPs and FLLCs as part of the client’s overall wealth plan.

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 - Thursday - 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

Breakfast Briefing at Zell Law by Mr. Zell onMaximizing 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) x:100.

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

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