Estate Planning Bootcamp for Financial Advisors – Session 1, Part 2 [VIDEO]
For over 30 years, Wayne has counseled clients as an attorney, accountant, and business advisor in a wide range of industries, including technology and government contracting companies, as well as investors and investor groups, with a special emphasis on tax and business planning. His clients also include for-profit and non-profit executives, service providers, and high-net worth individuals.
This is the 2nd of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage. This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical will and living trust, and why all estate plans require asset management. You can see Part 1 of Session 1 here.