Estate and Trust Administration

How to Avoid Estate Planning Mistakes, part 4 of 4

Please join Wayne M. Zell, Esq. in this video presentation (part 4 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and how to avoid them.  This event took place on 4/20/2016.

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How to Avoid Estate Planning Mistakes, part 3 of 4

Please join Wayne M. Zell, Esq. in this video presentation (part 3 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and how to avoid them.  This event took place on 4/20/2016.

[cvg-video videoid=46 width=400 height=400 mode=embed]

How to Avoid Estate Planning Mistakes, part 2 of 4

Please join Wayne M. Zell, Esq. in this video presentation (part 2 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and how to avoid them.  This event took place on 4/20/2016.

[cvg-video videoid=45 width=400 height=400 mode=embed]

How to Avoid Estate Planning Mistakes, part 1 of 4

Please join Wayne M. Zell, Esq. in this video presentation (part 1 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and how to avoid them.  This event took place on 4/20/2016.

[cvg-video videoid=48 width=400 height=400 mode=embed]

 

Trustee’s Duty to Account

The following is an excerpt from Wayne M. Zell’s “Blueprint for Wealth – Successor Trustee Manual” which can be purchased in the Books section of this blog.

Before we go deeper into this issue of accounting, keep in mind that, more often than not, if you, the Trustee, and… Continue reading

You Need an Incapacity Plan that Works When It’s Needed

Estate planning is not only about having a plan in place to deal with what happens after a loved one’s death, it is also about having a plan in place to deal with what happens if a loved one becomes mentally incapacitated. In this post you will learn:… Continue reading

You Have Been Named as Trustee for a Living Trust — Now What?

By Wayne M. Zell

You have recently been named as trustee for the trust of a family member or for that of a close friend. What does this mean? What should you do to ensure that your loved one’s wishes are carried out completely after their death? Although this may… Continue reading

Estate, Gift and GST Tax Proposals

In his recently released budget proposals, President Obama included may familiar challenges to advanced estate planning techniques as well as some new wrinkles designed to thwart creative planning for high net worth individuals and families.  Here is a brief summary of those proposed changes:

Al Behar of Wilmington Trust and Important Estate Planning Issues this Saturday on Blueprint for Wealth!

Please join Wayne Zell this Saturday, at 10am on February 2nd, for Blueprint for Wealth on 1500AM and 820AM.  Wayne's special guest this week will be Al Behar, Vice President and Senior Private Client Fiduciary Advisor at Wilmington Trust.  Al will discuss his background and the… Continue reading

Mark Friese, Vice President at Merrill Lynch and Merger & Acquisition Mistakes this Saturday on Blueprint for Wealth!

Please join Wayne Zell this Saturday, at 10am on January 26th, for Blueprint for Wealth on 1500AM and 820AM.  Wayne's special guest this week will be Mark Friese, Vice President at Merrill Lynch.  Mark will talk about his background and how he helps families with special… Continue reading

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