Hatcher & Associates

Click the "Buy Now" button to purchase and begin the application process.

Below is an inactive duplicate of the form that you will be asked to complete upon confirmation of your purchase.

Term of years Lifetime

Name of Donor First Last
Date of Birth MM / DD / YYYY
Name of Donor (spouse) First Last
Date of Birth MM / DD / YYYY
Email Address (must be email address used with PayPal)
Address
Street Address Address Line 2 City State Postal / Zip Code
Home Phone
Work Phone
Name of Income Beneficiary First Last
Address
City State Postal / Zip Code
Name of Income Beneficiary First Last
Address
City State Postal / Zip Code
Name of Income Beneficiary First Last
Address
City State Postal / Zip Code
Name of Income Beneficiary First Last
Address
City State Postal / Zip Code
Name of Charitable Remainderman
Tax ID Number
Address
Street Address Address Line 2 City State Postal / Zip Code
Name of Charitable Remainderman
Tax ID Number
Address
Street Address Address Line 2 City State Postal / Zip Code
If you have other entities with a Federal EIN, list EIN and describe entity.
EIN
Description
EIN
Description
EIN
Description
EIN
Description
EIN
Description
Description of Asset and its FMV proposed for the CRT:
A Charitable Remainder Trust will be prepared for the Applicant according to all Federal Legal Standards. The Trustee of the Trust will register it with its own Employee Identification Number with the Internal Revenue Service. Once the donated asset(s) has been transferred to the Trustee, the Trustee will sell such assets and invest the proceeds into the corpus of the Trust. The income stream will then begin to the designated Income Beneficiary for the term of the Trust. The Donor will receive a full accounting of trust assets each year from the Trustee.

1. A Charitable Remainder Trust is not an investment.
2. A Charitable Remainder Annuity Trust is a delayed charitable gift with a reversionary income stream payable to the Donor or their designee.
3. There is a set-up fee of $195 to cover the cost of the Trustee/attorney registering the trust instrument with the Internal Revenue Service.
4. All Trustees must be attorneys working in union with Hatcher & Associates.

Click the "Buy Now" button to purchase and begin the application process.

2408 Meadow Rue Drive, Modesto, Ca. 95355
Tel. 209-574-9451~ Fax 209-574-9279
email - hatcher@thevision.net