Strategies for the Modern Financial Advisor

Written By Lorri Zell

January 14, 2026, 1:00 PM - 2:00 PM, EST - REGISTER HERE

This comprehensive session equips financial advisors with cutting-edge techniques to navigate complex wealth transfer strategies for high-net-worth clients. Attendees will gain in-depth knowledge of sophisticated estate planning vehicles (SLATs, BDITs, dynasty trusts, CRTs, and IDGTs), enabling them to confidently recommend and implement advanced strategies to optimize their clients' estate plans while minimizing tax liabilities.

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Wayne Zell, Managing Member & CEO
Wayne Zell, Managing Member & CEO

Wayne Zell, founder of Zell Law, is recognized as one of the leading law firms nationwide and in the D.C. metropolitan area. We provide top-quality legal counsel supported by highly skilled legal professionals. As our client, you can expect clarity, practical solutions, and trust when dealing with your most sensitive legal matters.

Serving Northern Virginia, Maryland, DC Metro Area, and Nationwide.

Lorri Zell
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