Choosing Your Trustee  

A trustee oversees the assets you place in a trust and administers the trust for the beneficiaries. Your trustee will:

  • Make trust payments to you
  • Invest the assets prudently
  • Complete the necessary tax returns
  • Notify you how much of your payments are taxable.
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The most important qualities of a trustee are integrity and judgment.

You may decide to serve as your own trustee or name a professional advisor 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. You will want to decide which traits are important to you.


Which Trustee Is Right for You?
Corporate Trustee
Personal Trustee
Expert professional management of trust assets
More personal attention
Experience
Lower costs
Continuity in management
Quickness in taking action


Contact Us
If you are considering supporting Willamette University through a charitable remainder trust, please contact Steve Brier at (866) 204-8102 or sbrier@willamette.edu for assistance. We would be happy to help or provide you with more information.