Estate & Trust Administration

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 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

Inherited IRA’s Not as Protected as Other Retirement Benefits

Adapted from the original article published in The Wealth Counselor on July 1, 2014

In a landmark, unanimous 9-0 decision handed down on June 12, 2014, the United States Supreme Court held that inherited IRAs are not “retirement funds” within the meaning of federal bankruptcy law. This means they are… Continue reading

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