This video blog by Wayne Zell explains what a minor’s trust is.
Month: February 2020
27 Trusts-#9 Special Needs Trusts
Wayne Zell discusses special needs trusts (aka supplemental needs trusts) and their use in helping those with disabilities.
27 Trusts-#8 IRA Trusts with Wayne Zell
In this video blog, Wayne Zell summarizes the benefits and importance of IRA Beneficiary Trusts, particularly in light of changes made under the SECURE Act.
27 Trusts-#7 Irrevocable Life Insurance Trusts with Wayne Zell
In this video blog, Wayne Zell outlines the benefits and challenges of using irrevocable life insurance trusts (ILITs).
Managing Growth with Wayne Zell
This video blog with Wayne Zell outlines important considerations in managing growth in a growing business.