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Charitable Remainder Trust Forms
 
CRT Administration Agreement Sets forth the terms and conditions of the administration services engagement between the trustee and Lair Administration Services, LLC.
CRT Illustration Request For use prior to creating a CRT. Can be completed and returned to Lair Administration Services, LLC in order to receive an illustration of possible tax deductions, cash flow, etc.
CRT Trust Data Basic data pertaining to a CRT to be administered by Lair Administration Services, LLC.
Contribution Information Information on the contribution of assets to a CRT. To be completed by the donor any time a new contribution is made to the CRT.
Charitable Lead Trust Forms
 
CLT Administration Agreement Sets forth the terms and conditions of the administration services engagement between the trustee and Lair Administration Services, LLC.
CLT Illustration Request For use prior to creating a CLT. Can be completed and returned to Lair Administration Services, LLC in order to receive an illustration of possible tax deductions.
CLT Trust Data Basic data pertaining to a CLT to be administered by Lair Administration Services, LLC.
Contribution Information Information on the contribution of assets to a CLT. To be completed by the donor any time a new contribution is made to the CLT.
Private Foundation Forms
 
PF Administration Agreement Sets forth the terms and conditions of the administration services engagement between the trustee and Lair Administration Services, LLC.
PF Basic Data Basic data pertaining to a PF to be administered by Lair Administration Services, LLC.
Receipt of Gift Notification Informs Lair Administration Services, LLC that a gift has been made to the PF, so that a gift receipt can be generated.
Payments to Charitable Organizations Informs Lair Administration Services, LLC that the PF has made a grant to a charitable organization(s).

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