Charitable Trust Administration Company
 
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Frequently Asked Questions
 
Frequently Asked Questions


Administration Questions
  Can a Charitable Remainder Trust Have a Margin Account?  
  Can Charitable Remainder Trust Assets be Sold Under a Pre-Arranged Plan Without Triggering Capital Gains Tax to the Donor?  
  Can I Fund a Charitable Remainder Trust with Encumbered Property?  
  Does CTAC Prepare Federal and State Tax Returns?  
  Does CTAC Provide Investment Management Servies or Act as Trustee?  
  How do I Move My Charitable Trust To CTAC?  
  How does the Revised Uniform Principal and Income Act Affect Unitrusts?  
  How Frequently can Charitable Trust Income Distributions be Made?  
  What are Self-Dealing Transactions?  
  What are Some Examples of Investments that Generate UBTI?  
  What are the Distribution Requirements for Type 3 Supporting Organizations?  
  What Information is Required to Prepare a CTAC Administration Agreement?  
  What Types of Reports does CTAC Prepare?  
  Who are Disqualified Persons?