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…
Read MorePlease join Wayne Zell and Peter Suyama, of Ameriprise Financial Services, Inc., at 10am, Saturday, June 30th, on Blueprint for Wealth, on 1500AM (820AM). Peter Suyama will talk about the business and personal financial services he…
Read MoreJohn Aggrey of BizGravity and Incentive Trusts this Saturday on Blueprint for Wealth!
Please join Wayne Zell and John Aggrey, Managing Partner of BizGravity, at 10am, Saturday, April 21st, on Blueprint for Wealth, on 1500AM (820AM). John Aggrey will discuss BizGravity, an online auction marketplace where business professionals can bid, buy and…
Read MoreListen to John Dedon this Saturday on Blueprint for Wealth!
Please join Wayne Zell this Saturday, at 10am on October 22, for Blueprint for Wealth on 1500 AM and 820AM. Wayne's special guest this week will be his partner John Dedon,…
Read MoreEstate Planning Glossary
A Administrator The court appoints an administrator to settle the estate of a person who dies without a will or with a will that does not designate an executor.…
Read MoreLife Insurance Trusts
You may want to set-up an irrevocable life insurance trust. This effective estate planning tool is designed to collect the proceeds of your life insurance from a term insurance or…
Read MoreTrustee and Fiduciary Advisory Services
In limited cases, we will serve as trustees and fiduciaries on behalf of selected clients. For example, in the case of life insurance trusts, Odin, Feldman & Pittleman attorneys may serve…
Read MoreTrust Administration
If you have created a trust to handle your affairs during your lifetime, during your incapacity or after you are gone or you are named as a successor trustee under…
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