If you want your carefully laid plans to succeed...

Premium Administration, LLC assists Trustees with:

• Understanding their Fiduciary Duties
• Creating gift reminders and Crummey Notices
• Monitoring insurance premiums and policies

We focus on timely details:

• Document gifts to trust
• Send Crummey notices
• Avoid missed payments
• Prevent expensive mistakes

Premium Organization

Our sister organization, Premium Organization, shapes communities through dynamic non-profit organizations.

Estate Tax Rates

Friday, December 17th, 2010 President Obama signed into law a tax package that alters the Estate Tax expectations from 2011 and 2012. Here is our February 2011 client update letter regarding new tax laws.

There are many web-based resources relevant information also available from our tax page references.