Trustee and Fiduciary Services

Wayne M. Zell brings over 35 years of experience in advising fiduciaries and serving as a successor trustee for revocable living trusts, irrevocable trusts, life insurance trusts, charitable trusts, special needs trusts, and marital & transfer tax-exempt trusts (i.e., family or credit shelter, and generation skipping transfer tax exempt) . Our Trustee Services include:

 

Trust Administration and Compliance (serving as independent trustee or co-trustee with family members or corporate trustees)
Charitable Trust Administration and Compliance (serving as independent trustee or co-trustee over charitable lead and charitable remainder trusts, as well as private foundations and public organizations)
Power of Attorney (serving as independent agent or attorney-in-fact)

Executor and Personal Representative services
 

In addition, his diverse business background allows Mr. Zell to counsel and serve on corporate and LLC's boards of directors, boards of managers, executive committees and advisory boards.

For more detailed content on serving as a trustee and fiduciary, please visit www.blueprintforwealth.org.

© 2019 by Wayne M. Zell. All rights reserved.