Category: Trust Administration

27 Trusts-#7 Irrevocable Life Insurance Trusts with Wayne Zell

In this video blog, Wayne Zell outlines the benefits and challenges of using irrevocable life insurance trusts (ILITs).

Read More

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…

Read More

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“.    

Read More

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 More