Charitable Remainder Trusts: 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; and
• notify you how much of your payments are taxable.

Quick Tip
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.

Contact Us
If you are considering supporting PETA through a charitable remainder trust, please contact Tim Enstice at 757-962-8213 or plannedgiving@peta.org for assistance. We would be happy to help or provide you with more information.