Trustee & Fiduciary Services

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

ABC’s of Successfully Serving as Successor Trustee

Join Wayne M. Zell, Esq. for a webinar on Feb 04, 2015 at 8:00 AM EST.
Please register now by clicking on the link below!

[Registration is closed]

Your Successor Trustees should find out what they “need to know” by attending a special presentation exclusively for our referral sources, clients… Continue reading

John “Buck” Chapoton Discusses Brown Advisory Values

Please join Wayne Zell of Odin, Feldman & Pittleman, P.C. for part two of his two-part interview with John “Buck” Chapoton, former Assistant Secretary of the Treasury  in the Reagan Administration and Senior Advisor with Brown Advisory.  In this segment,… Continue reading

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