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| Charitable Remainder
Trust Forms |
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| 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. |
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| Charitable Lead Trust
Forms |
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| 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. |
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| Private Foundation Forms |
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| 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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