Expressing Intent and Choosing Wise Trustees: Selected Resources

Grantors establish trusts with the hope of enhancing their beneficiaries’ lives. But many beneficiaries believe that the resulting structures are burdensome and even a sign of mistrust.

To avoid this result, grantors need to be clear about their goals, communicate their intent effectively to trustees and beneficiaries, and choose wise trustees who understand and support those goals.

We have assembled the following collection of documents to help you navigate the range of trustee options and communicate your trust intentions. It includes a worksheet for creating a statement of wishes (also known as a letter of intent or “side letter”).


Please note, the contents of this booklet are informational only. Altair does not provide legal counsel and this document is not intended as legal advice of any sort.

The material shown is for informational purposes only and should not be construed as accounting, legal, or tax advice. Altair Advisers LLC is a registered investment adviser with the Securities and Exchange Commission; registration does not imply a certain level of skill or training. While efforts are made to ensure information contained herein is accurate, Altair Advisers cannot guarantee the accuracy of all such information presented. © Altair Advisers LLC. All Rights Reserved.