In September of 2024, Stephen Trefts will be stepping down from his duties at Northwest Trustee & Management Services. As he reflects on this transition, he would like to take you through the experiences that made Northwest Trustee what it is today.

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Stephen Trefts, President & Founder

An incredible journey started as a vision, born in the basement of our modest home more than 30 years ago, that led us to open an office in the Puget Sound.

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Stephen Trefts, President

By achieving the designation of a state chartered trust company, and with our new capabilities under the recently enacted directed trust laws, we are even better equipped to provide your clients with creative solutions to their complex fiduciary needs.

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Greg Bowman, Vice President, Finance & Business Development

A directed trust allows a person creating a trust to direct specific duties of the trust to a third party, rather than conferring all authority and duties to a trustee. Before Washington allowed for this, you would have to go to a trust company in another state to receive this service, such as Delaware or South Dakota. Now you can have the benefit of a local trust management company who can provide with these services.

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Lavonda Ataid, Trust Officer

Guardianship laws create solid accountability to the court and the incapacitated person. They set a high bar for both professional and non-professional guardians that will ultimately benefit the most vulnerable persons who are depending on us for their care and financial well-being.

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