Zell Law, PLLC

Creating A Blueprint For Wealth

Home » Trustee & Fiduciary Services

Our Trustee And Fiduciary Services

At Zell Law, we have more than 40 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

Please see our overview of “Advanced Estate Planning” for more on our extensive experience with various types of trusts.

Executor And Personal Representative Services

Estate and trust administration involves understanding what it means to probate a will, go through the probate process, serve as an executor of an estate, choose a fiduciary, and act in a fiduciary capacity.

In addition, our diverse business backgrounds qualify us to counsel and serve on corporate and LLC boards of directors, boards of managers, executive committees and advisory boards.

Contact Us

To speak with a trust administration and probate attorney, call Zell Law at 703-665-1498 or contact us by email. With offices in Reston, Virginia, our attorneys advise and represent clients throughout the D.C. metropolitan area and nationwide.