Trust Services

Many high-net-worth clients have estate and legacy arrangements that require the services of a professional trust company. Working in concert with independent trust firms, Zeller Kern provides comprehensive trust services tailored to your specific needs. Trust services include:

Trustee services for irrevocable trusts
Successor trustee services
Trust tax preparation
Crummey letters
Distribution of income to beneficiaries
Investment management

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This communication is strictly intended for individuals residing in the states of AR, AZ, CA, FL, GA, IL, IN, MO, NJ, NV, OR, TX, and WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding financial investment products and services. The financial consultants of Zeller Kern are registered representatives and investment adviser representatives with and offer securities and advisory services through Commonwealth Financial Network, Member FINRA Financial Investor Regulatory Authority / SIPC Security Investor Protection Corporation, a registered investment advisor.

Serving clients from offices in Gold River, CA and the nearby cities of Roseville, Folsom and Davis, Zeller Kern Private Wealth management, Inc., a registered investment advisor is a leading Sacramento Financial Advisor and Retirement Planning firm.

Zeller Kern Private Wealth Management, Inc., a registered investment advisor is a leading Sacramento financial advisor and retirement planning firm. Copyright ©2010 Zeller Kern. All Rights Reserved. Site by Dane Henas Design