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.
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?
|Expert professional management of trust assets||●|
|More personal attention||●|
|Continuity in management||●|
|Quickness in taking action||●|
If you are considering supporting Oregon Health & Science University through a charitable remainder trust, please contact Office of Gift Planning at Toll Free 800-462-6608 or 503-228-1730 or email@example.com for assistance. We would be happy to help or provide you with more information.
Getting Started | Is This Gift Right for You? | Case Study | What If You Don't Need the Payments Right Away? | 3 Ways to Fund Your Charitable Trust | Choosing Your Trustee | How to Complete Your Gift | Action Items