***FOR CLIENTS ONLY!***
Will your Successor Trustees know what to do when you are gone? They will if they have the new Blueprint for Wealth Successor Trustee Manual!
Wayne M. Zell, Esq. has authored the Blueprint for Wealth Successor Trustee Manual, which is available for sale either by clicking on the link below or by attending one of the scheduled seminars where Mr. Zell will discuss the topic in detail and purchasing the Manual at the seminar.
This Manual is based upon our firm’s unique experience in handling hundreds of trust administrations after clients have passed. It contains nearly 100 pages chock-full of helpful, plain-English checklists and step-by-step procedures that will definitely prove invaluable to your Trustee, as well as help minimize potential legal fees, aggravation and anxiety! (For a quick glimpse of the Manual’s contents, please click on the store link below.)
The Manual sells for $60.00, but my existing clients may order the 1st copy of the Manual for a special discounted price of $30.00 (a savings of 50%) if you order before November 15, 2014! Also, the first 5 pre-registered attendees at each seminar will receive one free copy of the Manual per family! Each additional Manual (for your Successor Trustees) can be purchased at the discounted price of $30.00 per Manual (limit: 5 per family).
The seminars will be held Saturday, 10AM-11:30AM at the Odin, Feldman & Pittleman, P.C. offices at 1775 Wiehle Avenue, Reston, Virginia, 4th Floor, on the following dates: November 29, 2014 and December 6, 2014. Additional seminars will be schedule in 2015.
To sign up for a seminar, please contact Jennifer Wetzel at 703-218-2112 or email her at jennifer.wetzel@ofplaw.com. First signed-up, first served.
To purchase the Manual, please visit our website at: www.blueprintforwealth.org/store, and you can order there or call Jennifer Wetzel at 703-218-2112 and she will take your order by phone!