September 17, 2019

September 17, 2019

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September 16, 2019

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Estate Planning Bootcamp for Financial Advisors – Session 1, Part 5 [VIDEO]

This is the 5th of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  In this session, Wayne discusses the Revocable Living Trusts and the importance of Trustee Selection. 

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.  

You can also access Estate Planning Bootcamp for Financial Advisors Part 1, Part 2, Part 3 and Part 4.

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© 2019 Odin, Feldman & Pittleman, P.C.

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About this Author

Wayne M. Zell‚, Tax Attorney, Odin Feldman Law Firm ";
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Wayne Zell’s extensive background as an attorney, CPA, and entrepreneur provide him a wealth of insight to his clients’ business operations and challenges. In addition to working at law firms, he has worked for three of the former “Big Eight” accounting firms. His understanding of small business dynamics grew from the time he served as General Counsel and CFO of YellowBrix, Inc., an internet content provider and enterprise software developer.

For over 30 years, Wayne has counseled clients as an attorney, accountant, and business advisor in a wide range of industries, including...

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