We work closely with our clients through every step of the trust creation process, regardless of the type of trust. Our professionals review each client’s needs, learning about his or her specific family situation, tax status, tolerance for investment risk, and any other particular requirements.
As a trustee, we will:
Perkins Coie Trust Company and Perkins Coie LLP have the planning, administrative, investment and legal resources needed to manage and administer trusts of all types and sizes in an efficient, personalized and professional manner.
The essential purpose of the trustee is to embody the cycle of the gift: to help the giver (if possible) become alive to all the possibilities of the gift, to prepare the beneficiary to receive well, and to keep the spirit of the gift alive in the family.
Source: Keith Whitaker of Wise Counsel Research Associates