Forms
Administration
- Trust Administration Application: Non-Renaissance Drafted Trust
- Contribution Agreement (Only needed when funding with illiquid assets)
- Administration Fee Schedule
- Administration Service Agreement for Charitable Remainder Trusts (CRTs)
- Administration Service Agreement for Charitable Lead Trusts (CLTs)
- Administration Service Agreement for Taxable Trusts
- Administration Service Agreement for Private Foundations
- Administration Service Agreement for Supporting Organization
- Irrevocable Life Insurance Trust Agreement
- Previously Administered Trusts
Case Design
Contribution Forms
- Contribution Agreement (Only needed when funding with illiquid assets)
- Annuity Contracts
- Cash
- Intangible Property
- Life Insurance Policies
- Notes and Bonds
- Partnerships
- Real Estate
- Stocks and Mutual Funds
- Tangible Personal Property
Contribution Procedures
- Contribution Agreement (only needed when the funding assets include Real Estate or Closely Held Stock.)
- Annuity Contracts
- Cash
- Closely Held Securities
- Publicly Held Securities
- Real Estate
Document Drafting
- Trust Specifications
- Custom Document Order Form - CDOF for CRTs - Includes Trust Document Preparation Agreement Form
- Custom Document Order Form - CDOF for CLTs - Includes Trust Document Preparation Agreement Form
- Real Estate Gift Analysis Form
Trust Transmittal Checklists
- Annuity
- Cash
- Closely Held Stock and Cash
- Intangible Personal Property
- Life Insurance Policies
- Limited Partnership Interests
- Notes and Bonds
- Real Estate and Cash
- Stocks and Mutual Funds
- Tangible Personal Property
Independent Special Trustee (IST) Forms
These IST forms for the year 2012 should be filled out and sent to Renaissance by January 31, 2013 so we may have your returns prepared on time.
