Unitrust diagram
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This means that income payments will vary year to year based on the investment performance of the trust Additional tax deductible gifts may be made to an existing unitrust at any time Another type of trust a charitable remainder annuity trust CRAT determines a payout dollar amount when the trust is created and that amount never changes as long as there are assets

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for a specific percentage return This can be used to keep up with inflation if the trust value continues to grow over the years Click here for additional FREE information on a Unitrust crut we have also put together a hypothetical case study that

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Less Specific Bequests $1 000 000 Less Estate Tax $1 791 159 Equals Amount to Charitable Remainder Trust $1 958 841 Gift and Estate Tax Summary

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$ 70 000 Figure 4 These charts illustrate the level income stream that flows from a charitable remainder annuity trust Annuity payments are level regardless of the trust s fair market value

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0 70875 Figure 12 This table and chart illustrate the difference between the deduction factors for a 10 percent annuity trust and 10 percent unitrust as a function of the varying age of the

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1 196 723 Figure 9 Based on a discount rate of 6 percent the projected after tax investment opportunity cost the cumulative net present value income from 5 percent unitrust does not catch the

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4 100 000 Figure 8 Although the unitrust bearing the 5 percent payout rate pays less initially than the unitrust bearing the 10 percent rate the income from the 5 percent unitrust passes the

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0 854375 Figure 11 This table and chart illustrate the difference between the deduction factors for a 5 percent annuity trust and 5 percent unitrust as a function of the varying age of the income

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The Charitable Remainder Unitrust How Does It Work

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Detailed Description How Does It Work

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Detailed Description How It Works

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trusts as part of your financial plan One very popular type of trust is the Charitable Unitrust How a Unitrust Can Benefit You A charitable remainder unitrust calls for the irrevocable transfer of

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Charitable Remainder Unitrust Retained Life Estate

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but if they had the ability to self direct their estate assets they d choose to reduce tax so more would flow to heirs and charitable causes decreasing the tax increases bequests Recently Professor Paul Shervish of the Social Welfare Research Institute one of the authors of the widely quoted Millionaires and the Millennium New Estimates of the Forthcoming Wealth

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Andover s charitable trusts Donors may choose between a fixed annuity charitable remainder annuity trust or a variable trust managed for growth of income charitable remainder unitrust

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remainder unitrust that which we call Charitable Buckets works This strategy is the flip flop or the reverse of a charitable remainder trust and it works as follows Chart 1 A Reverse Charitable Bucket Strategy

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a unitrust Kanuga suggests a minimum gift of $100 000 The benefits of a charitable remainder unitrust include flexibility long term growth and potential for investment diversification The unitrust is flexible It may pay income to multiple beneficiaries for lifetime or for a term of up to 20 years A unitrust may be structured to accept gifts of assets that are

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Flexible investment possibilities for the beneficiary How Do I Make a Gift Using a Charitable A trust document tailored to your needs is drafted Your assets are transferred to the trustee you choose The assets are usually sold by the trustee and reinvested to match your

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The Charitable Remainder Unitrust differs from the Annuity Trust in one very important way rather than a fixed dollar income the unitrust must provide for income payments that vary with

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Advancement Donor Stories Jack and Joyce Phillips Made a Commitment to Burr and Burton through a Charitable Remainder Unitrust