Charitable Remainder Annuity Trust
(Who should serve as trustee?)

An annuity trust is a separate legal entity administered by a trustee. You can serve as trustee of your annuity trust or you may choose a financial advisor or institution to serve. Any fees are paid by the trust. You may wish to follow your advisors’ investment strategies. Whichever option you choose, we can share sample trust forms and discuss the details of establishing the annuity trust with you and your advisors.

For more information

Email us, complete the personal illustration form, or call us at 607-777-4712 so that we can assist you through every step of the process.