Frequently Asked Questions
Can CRT Assets be Sold Under a Pre-arranged Plan Without Triggering Capital Gains Tax to the Donor?
Can I Fund a CRT with Encumbered Property?
Does CTAC Prepare Federal & State Tax Returns?
Does CTAC Provide Investment Management Services or Act as Trustee?
How do I Move My Charitable Trust to CTAC?
How does the Revised Uniform Principal & 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 Information is Required to Prepare a CTAC Administration Agreement?
What Types of Reports does CTAC Prepare?
Don't see the question you're looking for? Email us at info@ctacadmin.com and we will be happy to answer your question.