Your Trusted Partner
An independent trustee is a qualified professional who manages a trust with complete impartiality and no personal interest in the trust assets. This individual cannot be a beneficiary, contributor to the trust, or a relative of either party. Independent trustees are bound by fiduciary duty to administer the trust strictly according to its terms while acting in the best interests of all beneficiaries.
Benefits of a Trustee
Professional Expertise
Independent trustees bring specialized knowledge in trust administration, tax law, and financial management. This expertise helps ensure proper trust management and compliance with all legal requirements.
Impartial Decision-Making
By having no personal stake in the trust’s assets, independent trustees can make objective decisions based solely on the trust’s terms and beneficiaries’ interests, avoiding potential conflicts that might arise with family members or friends serving as trustees.
Family Harmony Preservation
An independent trustee helps maintain family relationships by serving as a neutral third party, preventing potential disagreements that could strain family bonds across generations.
Reliable Trust Execution
Professional independent trustees ensure faithful execution of the grantor’s wishes, managing and distributing assets exactly as specified in the trust document while maintaining detailed records of all transactions.
Howard Choder
With four decades of experience as a Tax Accountant, I offer:
Proven Track Record
A 40-year history of earning and maintaining client trust by being fair, honest, and reliable.
Tax Expertise
Deep understanding of complex financial and tax matters affecting trusts.
Clear Communication
Regular updates and detailed accounting records for all parties involved.
Reliable Partnership
A single, trusted point of contact for all trust-related matters.
Professional Judgment
Experience in making and explaining difficult decisions while maintaining focus on the trust’s best interests.
Contact me today.
tel. 206. 833.0994 | howard@trustman.cc
