A leader in Charitable Trust Administration since 1997

Charitable Trust Administration in Coppell, TX

Protect your client's family legacy with charitable trust administration from our firm. From on-time tax filing to annual report preparation, we provide comprehensive services. The following list is a representative, though not exhaustive, description of the services that Family Legacy Administration Services ("FLAS") provides in the administration of a charitable trust:

  • Preparation of annual Federal Tax Returns, Forms 5227, 1041-A, and Schedule K-1, presented in a timely manner to file with the government
  • Tax deduction calculations
  • Computation of annuity or unitrust distribution amounts
  • Assistance to custodians/financial advisors in making distributions from the trust to designated beneficiaries. Our process enables funds to go directly from the trust account to the individual beneficiaries.
  • Preparation of FLAS's state-of-the-art annual report, which details in graphical and cumulative detail the activities of the trust. This report is presented to the trustees as well as to the trustees' advisor.
Working Team, Charitable Trust Administration, Coppell, TX

For more detailed information on our firm and our charitable trust administration in Coppell, TX, we provide, please contact us or call us at (972) 330-2375 or (888) LEGACY4.