Zell Law

Zell Law provides high quality legal services to clients in estate, tax & business planning.

01/26/2023

--> https://youtu.be/ZZvDrqX_KmA
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01/24/2023

…the S**C then sells millions of shares to investors at a set price.
--> zelllaw.com/blueprint-for-wealth/blog/2023/january/what-is-a-s**c-/

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01/24/2023

--> https://youtu.be/ZZvDrqX_KmA

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01/23/2023

A S**C can raise funds from the general public, celebraties ….not just sophisticated investors
--> zelllaw.com/blueprint-for-wealth/blog/2023/january/what-is-a-s**c-/

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01/22/2023

Full video --> https://youtu.be/ZZvDrqX_KmA

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01/20/2023

Is a S**C the right option for you?
---> https://youtu.be/ZZvDrqX_KmA

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01/19/2023

S**Cs have very specific rules regarding how they can raise the money.
--> Full blog here: zelllaw.com/blueprint-for-wealth/blog/2023/january/what-is-a-s**c-/

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01/18/2023

A S**C may be for you, if your business is big enough. ⁠
--> Full video here: https://youtu.be/ZZvDrqX_KmA⁠
⁠
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01/14/2023

--> https://youtu.be/-oZt66X6j60

01/13/2023

When should I use rolling GRATs?
--> zelllaw.com/blueprint-for-wealth/blog/2023/january/what-is-a-grat-/

01/12/2023

John Backus w/ Educational Moment on Private Equity Buyers

On today's segment of Blueprint for Wealth, Wayne Zell interviews a special guest, John Backus – Co-Founder & Managing Partner at PROOF, followed by a discussion on Private Equity Buyers.

To learn more, visit us at zelllaw.com

Subscribe to our Blueprint for Wealth Apple Podcast! https://lnkd.in/dVBAMaxC

John Backus w/ Educational Moment on Private Equity Buyers

01/12/2023

--> https://youtu.be/-oZt66X6j60

01/11/2023

--> https://youtu.be/-oZt66X6j60

01/11/2023

What is a rolling GRAT?
--> zelllaw.com/~/blueprint-for-wealth/blog/2023/january/what-is-a-grat-/

01/10/2023

How do I zero out the gift tax?
---> zelllaw.com/~/blueprint-for-wealth/blog/2023/january/what-is-a-grat-/

01/09/2023

On Wednesday's segment of Blueprint for Wealth, Wayne Zell interviews a special guest, John Backus – Co-Founder & Managing Partner at PROOF, followed by a discussion on Private Equity Buyers.

To learn more, visit us at zelllaw.com

Subscribe to our Blueprint for Wealth Apple Podcast! https://lnkd.in/dVBAMaxC

01/09/2023

Tax Alert - Secure Act 2.0 – Changes to Retirement Planning Provisions

TAX ALERT
Secure Act 2.0 – Changes to Retirement Planning Provision

zelllaw.com/blueprint-for-wealth/blog/2023/january/tax-alert-secure-act-2-0-changes-to-retirement-p/

Tax Alert - Secure Act 2.0 – Changes to Retirement Planning Provisions On Thursday, December 29, 2022, President Biden signed into law H.R. 2617, the “Consolidated Appropriations Act of 2023” (“CAA”) making consolidated appropriations for the fiscal year ending September 30, 2023, providing emergency assistance for Ukraine, and enacting other legislative change...

01/09/2023

What is a GRAT?
--> zelllaw.com/blueprint-for-wealth/blog/

01/08/2023

--> https://youtu.be/-oZt66X6j60

01/06/2023

How can I avoid gift tax?
--> https://youtu.be/-oZt66X6j60

01/05/2023

What is a zeroed-out GRAT?
--> zelllaw.com/blueprint-for-wealth/blog/

01/04/2023

What are the different kinds of GRATs?
--> https://youtu.be/-oZt66X6j60

12/31/2022

--> https://youtu.be/B2lqZRSc0g0

12/30/2022

How are payments staged?
--> https://www.zelllaw.com/blueprint-for-wealth/blog/

12/29/2022

--> https://youtu.be/B2lqZRSc0g0

12/26/2022

Who pays the retention bonus?
--> https://www.zelllaw.com/blueprint-for-wealth/blog/

12/22/2022

What employees are offered retention bonuses?
--> https://www.zelllaw.com/blueprint-for-wealth/blog/

12/21/2022

--> https://youtu.be/B2lqZRSc0g0

12/20/2022

What are the stipulations of a retention bonus?
--> https://youtu.be/B2lqZRSc0g0

12/19/2022

--> https://youtu.be/B2lqZRSc0g0

12/18/2022

The timing of a retention bonus is important.
--> https://youtu.be/B2lqZRSc0g0

12/17/2022

What if your employee is fired after you sell your business?
--> https://www.zelllaw.com/blueprint-for-wealth/blog/

12/16/2022

Who are retention bonuses offered to?
--> https://youtu.be/B2lqZRSc0g0

12/14/2022

Can the charity serve as the trustee?
--> https://youtu.be/61u4cFPzXrw

12/13/2022

The type of trust will determine how much income must be distributed annually.
-->zelllaw.com/blueprint-for-wealth/blog/2022/december/how-does-a-charitable-remainder-trust-work-/

12/12/2022

When is income not tax exempt?
-->https://youtu.be/61u4cFPzXrw

12/11/2022

Charitable remainder trusts have many tax advantages.
--> zelllaw.com/blueprint-for-wealth/blog/2022/december/how-does-a-charitable-remainder-trust-work-/

12/10/2022

How does a CRT work?
--> https://youtu.be/61u4cFPzXrw

12/10/2022

A charitable remainder trust can help extend your retirement benefits.
--> zelllaw.com/blueprint-for-wealth/blog/2022/december/how-does-a-charitable-remainder-trust-work-/

12/09/2022

A charitable remainder trust is a popular estate planning technique, particularly when interest rates are rising.
--> zelllaw.com/blueprint-for-wealth/blog/2022/december/how-does-a-charitable-remainder-trust-work-/

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Our Story

At Zell Law, we focus on estate planning, business planning, tax planning, and trustee and fiduciary services. This boutique approach allows us to concentrate on entrepreneurs, executives, family-owned businesses and individuals in need of basic or advanced planning.

By outlining a custom blueprint for wealth, our attorneys can help you clear away the chaos and confusion, implement a forward-thinking plan for success, and add measurable value to your life – all through sound legal counsel in business, tax and estate planning matters.