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CHARITABLE REMAINDER UNITRUST


TCK TRUST & FINANCIAL ADVISORS, in its capacity as Trustee of your charitable remainder unitrust, will work with you in all aspects of the administration of your account.  Our relationship will include the following services:
 

§         Assurance of Proper Trust Funding

§         Asset Safekeeping

§         Individual Portfolio Management

§         Income Collection

§         Income and Principal Distributions

§         Annual Valuation of Assets

§         Periodic Statement of Assets

§         Periodic Transaction Statement

§         Annual Account Summary

§         Summary for Income Tax Return Preparation

§         Income Tax Planning and Planning of Future Charitable Giving

 

TCK Trust & Financial Advisors is a charter member of
The Association of Independent Trust Companies.