Wealth Counselor August 2018  Like us on Facebook Follow us on Twitter View our profile on LinkedIn
Dear Friends, 
Summer is sadly coming to an end! We hope you all enjoy the long weekend with your friends and family. We are explaining the "Role of the Successor Trustee under a Revocable Living Trust" in this issue. Give it a read by the pool this weekend! We hope you will also share this article with your clients. 

Happy reading!
The Attorneys at Carrell Blanton Ferris & Associates, PLC
Join us for our Fall Continuing Education Program!

Wealth Preservation for Virginians

We will be offering three hours of CE credit  for Insurance (approved for Laws and Regs) , Enrolled Agents, CFP, and CPAs at three locations!

The following points will be discussed in detail at the three-hour workshop:
  • Sources of legal and financial liability in today's litigious environment, as well as ways to protect yourselves and your clients from liability.
  • How the different forms of business ownership, retirement planning, and income tax planning can be used for asset protection.
  • How the use of life insurance can be used as one of the tools in the planning process.
Virginia Beach 
Date: September 19, 2018 
Time: Breakfast at 8:30 am and program 9 am - 12 pm
Location: Founder's Inn

Date: October 9, 2018
Time: Lunch from 12:15 and program 1 pm - 4 pm
Location: Farm Bureau 

Date: October 23, 2018
Time: Breakfast at 8:30 am and program 9 am - 12 pm
Location: Holiday Inn Newport News

Role of a Successor Trustee
under a Revocable Living Trust
During our Firm's initial planning conference with clients, this question is often asked: "What is the role of my Successor Trustee upon my disability or death?"  This excellent question is typically answered either during the initial conference or at our Presentation/Signing Conference. The Successor Trusteeship begins when you-the Trustmaker-can no longer serve as Trustee, either upon your disability or death.  Let's examine each event.

Richmond and Williamsburg friends!

Tune into Raising the Bar Law Talk Radio Show on Wednesday, September 12th at 9AM! Attorney Bennie A. Wall will be discussing Estate Planning. Like us on Facebook and be notified when the live stream begins!


U.S. Treasury Department Regulations require that we advise you that, unless otherwise expressly indicated, any federal tax advice contained herein is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax related matters addressed herein.



Carrell Blanton Ferris & Associates, PLC