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.