Choosing Your Trustee
A trustee oversees the assets you place in a trust and administers the trust for the beneficiaries. While you can serve as your own trustee, you may prefer to name a family member or close friend as your trustee. You can also choose a professional trustee, such as a bank or trust company. Many people name a professional as a co-trustee along with a family member or close friend. You will want to decide which traits are important to you.
Which Trustee Is Right for You?
|Expert financial management||●|
|Familiarity with family||●|
|Continuity in management||●|
|Personal interest in beneficiaries||●|
|Flexibility with beneficiaries||●|
If you are considering making Willamette University the primary or contingent beneficiary of a trust, please contact Stephen S. Brier at (866) 204-8102 (toll free) or 503-370-6022 (direct) or firstname.lastname@example.org for assistance. We would be happy to help or provide you with more information.