4 Reasons to Consider Using a Corporate Trustee

1. You and your heirs gain from their experience.  Since Corporate Trustees manage trust assets on a daily basis, they have more familiarity with investment strategies - and statistically tend to achieve higher investment returns.  They are also familiar with tax and estate planning requirements, and the legal responsibilities of a trustee.
2. You may have greater protection since corporate trustees are regulated by both state and federal agencies.  Further, since court's tend to treat corporate trustees as experts, they are usually held to higher standards than a nonprofessional.
3. A corporate trustee is always available to you and will not become ill, get divorced, decline to act as a trustee, or become distracted by personal problems.  Further, since they are professionals, you can count on them to act objectively and faithfully follow your trust instructions.
4. A corporate trustee insures continuity over time.  If you have a child who is not responsible with money, or have a relative with special needs for whom you are concerned about their care in your absence, a corporate trustee can maintain your wishes and objectives when you are not available.