Chuck McLucas, Founder/President, Founder/President
3 Via Zamora
San Clemente, CA 92673
We are a full-service, third-party Trust Administration Company, with a focus on assisting charities and clients that have a desire to provide a legacy to their favorite charity; while protecting assets by minimizing taxes and maximizing income for family members.
CTAI Provides all of the services necessary to secure a planed gift; including 100% of the necessary back-office support. Our services are fast and cost
effective. You may also wish to become a CTAI member; membership provides you with many time-saving tools and information to help you begin planning
and organizing your trust in advance of engaging a professional.
Individuals – Federal and all states
Exempt Organizations – Forms 990 and all states
Foundations – Forms 990PF and all states
Corporations - C & S Corps forms 1120, 1120S and all related states
Partnerships and LLC’s – Forms 1065 federal and all states
Gift tax returns form 709
Estate tax returns form 706
Trusts – forms 1041 and related states
Tax planning for all entities
Estate tax planning for individuals
Analysis of entity choice for new business ventures
—Protect your assets, get started today!