Legal Experience

EXPERTISE | SAVINGS | PROTECTION

Comprehensive legal services with a focus on estate, legacy and tax planning. We review and summarize your existing legal documents, offer feedback to help improve your estate plan and advise on life-changing events such as business transactions, marriage, divorce or death. Through Wayne M. Zell, Attorney at Law, we draft legal documents such as wills, trusts and powers of attorney.

COMPREHENSIVE ESTATE PLANNING:

• Review and summarize existing legal documents
• Prepare flow charts of existing estate plan
• Recommend changes to estate plan if warranted
• Calculate estate tax and discuss potential tax minimization strategies
• Wealth transfer and legacy planning
• Multi-generational estate planning
• Philanthropic planning
• Coordinate and collaborate with client’s legal and tax advisors
• Consult on estate administration
• Review and optimize beneficiary designation and ownership structures
• Asset protection planning

PLANNING FOR BUSINESS OWNERS:

• Pre-Sale planning
• Tax reduction strategies
• Explore valuation and estate freeze opportunities
• Coordinate and collaborate with client’s advisory team
• Business legal structure consulting
• Negotiation strategies
• Business Succession Planning

PHILANTHROPY AND GIFT PLANNING:

• Charitable giving strategies: private foundations, donor advised funds, charitable remainder trusts, charitable lead trusts
• Family gifting and intra-family loans

SPECIAL CIRCUMSTANCES:

• Special needs planning
• Consulting for same-sex or unmarried couples
• Pre and post divorce planning