• PROCESS STEPS

Process Steps

 

meeting

A

– INITIAL CLIENT MEETING

•Explain Concepts
•Collect Data

 

documents

C

-ATTORNEY CREATES DOCUMENT

 

taxid

E

– OBTAIN TAX I.D. NUMBER

 

trustee

G

– TRUSTEE DIRECTS THE SALE & REINVESTS THE ASSETS

 

report

I

– YTA PROVIDES ANNUAL REPORTS & TRUST TAX RETURN

prepare

B

-YTA PREPARES CUSTOM PROPOSAL

See  Custom Proposal

 

folders

D

– SIGN TRUST AND Administration Agreement

 

assets

F

– TRANSFER ASSETS TO THE TRUST

 

info

H

– SEND REQUESTED INFORMATION TO YTA

 

report

J

– YTA GIVES ON-GOING OVERSIGHT

• Calculates annual payments
• Assists with additional contributions
• Calculates charitable deductions on additional contributions