Estate Planning 

Zell Law represents clients in complex estate planning and probate matters. We routinely advise clients in structuring and preparing intricate revocable and irrevocable trusts, wills, family limited partnerships and limited liability companies, life insurance vehicles, charitable giving arrangements (including charitable lead and remainder trusts), private and public foundations, supporting organizations and grant making programs, asset protection planning, and joint ventures with tax-exempt organizations. We also represent the owners of closely-held businesses on general business, tax and succession planning matters, as well as key employees of publicly traded entities in planning for the receipt and disposition of stock options and restricted stock. For more detailed content on estate planning, please visit www.blueprintforwealth.org.

Estate planning services include:

❚ WILLS AND TRUSTS, MEDICAL DIRECTIVES, POWERS OF ATTORNEY

❚ TRUST FUNDING

❚ ESTATE, GIFT AND GENERATION SKIPPING TRANSFER TAX PLANNING AND STRUCTURING 

❚ TRUST ADMINISTRATION

❚ ESTATE ADMINISTRATION AND PROBATE

❚ CHARITABLE PLANNING

© 2019 by Wayne M. Zell. All rights reserved.