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

In Case You Missed the Webinar…ABC’s of Successful Successor Trustees

In case you missed it, I have posted a recording of the Webinar – “ABC’s of Successfully Serving as Successor Trustees“.

 

 

A Primer on a Trustee’s Powers

The following is excerpted from Wayne M. Zell’s “Blueprint for Wealth – Successor Trustee Manual”.  To purchase a copy of the manual, click here.

A Trustee’s powers are dependent mainly on the terms of the Trust document. (In your Revocable Living Trust, your primary Trustee powers can… Continue reading

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