CRTPro Online Charitable Remainder Trust Administration and Tax Reporting for CRT Trustees, Professional Advisors and Planned Giving Offices

CRTPro Premier Service™

The CRTPro Premier Service takes advantage of all the trust reporting and communication features of the CRTPro system combined with access to a charitable remainder trust expert assigned to your trust and available to consult with by phone or email. Here's a partial list of services:

Implementation & Management Services
- Review all CRT documents submitted for administration:
  - for completeness and consistency,
  - for compliance with IRS regulations, ††
  - to ensure all trust beneficiary information is compliant
- Trust setup on the CRTPro system including user access
- Calculate the donor's charitable income tax deduction(s) and provide official deduction calculation report that can be attached to IRS Form 8283 to support charitable income tax deduction claim
- Perform initial trust valuation or assist trustee in obtaining a qualified appraisal
- Assist trustee in obtaining a federal TIN# (IRS Form SS-4)
- Co-trusteeship services**
- Asset management assistance**
Annual Reporting
- Federal/State Tax Reporting
  - Form 5227
  - Form 1041A (no longer required by IRS)
  - Form K-1
  - Form 1041 (if needed)
  - Form 8282 (if needed)
  - Form 4720 (if needed)
  - Required state forms
- Trust annual summary statement
- 4-tier accounting summary
- Distribution Summary
Compliance
- Review trust transactions and cash positions
- Coordinate trust payouts as requested by trustee

**Extra charges apply for these services -- Call CRTPro for questions
†† CRTPro is not responsible for determining trust qualification under Internal Revenue Code

The CRTPro Premier Service offers professional trust administration services required by CRT trustees with specific needs. These trustees require the capability and individual attention of a full time administrative specialist. Charitable remainder trusts should be carefully monitored for possible jeopardizing investments or non compliant activity. With the CRTPro Premier service, you will have confidence that your trust will be operating efficiently and in full compliance with government reporting requirements.

The CRTPro Premier Service is competitively priced at a flat $600 per year fee. The fee is a legitimate expense of the trust and can be paid by the trustee out of trust funds.

There are no trust setup fees charged by CRTPro.
There are no trust termination or trust dissolution fees charged by CRTPro.

When you choose CRTPro for your CRT reporting and administration needs, you get much more than exceptional service. Taking advantage of sophisticated technology and incorporating the power of the internet, CRTPro continues to design and develop solutions for the everchanging requirements of our users and government reporting rules. CRTPro offers an uncompromising commitment and stands behind all our services with a written, money-back guarantee if you are not completely satisfied.