Trustee Services

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When you retain Marquette Trust as your trustee, we will:

• Administer your trust, overseeing mandatory and discretionary distributions to both income and principal beneficiaries
• Oversee management of the trust investment portfolio
• Prepare annual, quarterly, or monthly trust accountings
• Collect interests and dividends
• Prepare and file required trust income tax returns
• Make required estimated tax payments on behalf of the trust
• Safekeep assets, segregating and earmarking separate shares within the trust if necessary
• Process security transactions
• Track capital changes including stock splits, mergers and reorganizations