Trusts

Trustee

The person or institution responsible for managing a trust and its assets for the benefit of the beneficiaries. A trustee has a legal duty (fiduciary duty) to act in the best interests of the beneficiaries.

Practical Example

When Patricia creates a trust for her grandchildren, she names First National Bank as trustee. The bank invests the trust funds, makes distributions for the grandchildren's education, and files tax returns for the trust.