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Accounting: We perform a complete accounting of the Trust's financial activities in accordance with the terms of the Trust and applicable law. The accounting includes an allocation of trust income and expenses to principal and income and appropriate classification of Trust distributions under the four-tier system of accounting. We provide a report of the accounting to the Trustee on an annual basis.

Preparation of Tax Forms: We prepare all applicable federal and state tax forms for the Trust. Tax forms are forwarded to the Trustee for signature and filing.

Assistance in Making Trust Annuity/Unitrust Distributions: We communicate to the Trustee or his/her designee the amount required to be distributed on a periodic basis from the Trust to income beneficiaries. The funds to pay income beneficiaries do not come to our firm; rather they go directly from the trust's financial account to the income beneficiaries.

Charitable Deduction Calculations: At such time as a gift is made to the trust, we provide the donor with a charitable deduction calculation, which indicates the deductible portion of the gift, to be used in the preparation of his/her personal income and gift tax returns. We do NOT prepare the donor's personal income or gift tax returns.

Trust Dissolution: Upon dissolution of the Trust, we assist the Trustee in winding up the Trust. Such services may include assisting the Trustee in making final annuity/unitrust distributions, final expense payments and distribution of remainder assets to qualified charitable organizations in accordance with the Trust and applicable law.


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