Other Trusts

Our experience covers the administration of more than 600 separately invested charitable remainder trusts.  Our services specifically for these trusts include:

  • Review of trust document to insure compliance
  • Processing of gifts including valuation and adjustment to calculated distribution unitrusts
  • Production of distribution checks for either a stated amount or net income
  • Annual Summary and Valuation reports
  • Annual distribution calculation including maintenance of deficiency records for unitrusts
  • Processing and recording of terminations
  • Annual tax information for beneficiaries mailed by February 28th
  • Annual federal, sate and local fiduciary tax returns