CRT Administration

Life Fund
Services L.L.C.

Planning and Administration of
Charitable Remainder Trusts

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Charitable Remainder
Trusts

Financial Benefits

CRT Remainder
Calculator

CRT Administration Services

The creator of a charitable remainder trust may name himself, a beneficiary, a charity, or another party as trustee. The trustee has control of and responsibility for the operation of the trust, including investment management and trust administration.

Life Fund Services specializes in the independent administration of charitable remainder trusts, making it possible for non-professionals to act as trustee and use the financial, legal, and insurance advisors of their choice. The comprehensive adminsistration program from Life Fund Services gives you the widest possible choice of trust investments and advisors.

Donor Services

Customized Financial Illustrations and Comparisons

Trust Planning and Consultation

Appraisal Assistance

Deduction Calculation

Income Tax Documents

Contribution Substantiation
Actuarial Calculations

Gift/Estate Tax Information

Trustee Services

Taxpayer ID Number

Investment Accounting

Transaction Tracking
Annual Valuation

Distribution Processing

Liquidity Requirements Projection
Distribution Notification

Trust Accounting

Fiduciary Information Return Preparation

Annual Financial Reports

Beneficiary Services

Distribution Notification

Tax Return Documents

Charitable Remainder Valuation

For further information write or call:
Life Fund Services L.L.C.
7 Fairfield Court
Danbury, CT 06811
(203) 792-3057
or e-mail: wise@usa.net