Contact Us


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.

Our Address

3 Via Zamora, San Clemente CA 92673

Give us a call!

949.981.4452

Email Us

cmclucas@ctai-ca.com