THE Y FOR

YOUTH DEVELOPMENT

We focus our work in three key areas, because nurturing the potential of kids, helping people live healthier, and supporting our neighbors are fundamental to strengthening communities.

Choosing Your Trustee

A trustee oversees the assets you place in a trust and administers the trust for the beneficiaries. While you can serve as your own trustee, you may prefer to name a family member or close friend 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 or close friend. You will want to decide which traits are important to you.

Which Trustee Is Right for You?
Corporate Trustee
Personal Trustee
Expert financial management ●
Personal attention ●
Experience ●
Lower costs ●
Continuity in management ●
Quickness in taking action ●
Flexibility with beneficiaries ●
Neutrality ●

Contact Us
If you are considering making YMCA of San Diego County the primary or contingent beneficiary of a trust, please contact Steve Totten at 858-292-9622x105 or stotten@ymca.org for assistance. We would be happy to help or provide you with more information.



Copyright © The Stelter Company, All rights reserved.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.