Charitable Remainder Unitrust

If you are planning the sale of an appreciated asset and are concerned with capital gains taxes, or if you recently sold property and are looking for a way to save on taxes this year and plan for retirement, this may be the ideal resource for you. To establish a charitable remainder unitrust, a minimum investment of $50,000 is required.

Why Establish a Charitable Remainder Unitrust?

Receive income for life, for a term of up to 20 years or life plus, a term of up to 20 years.
Receive an immediate charitable income tax deduction for the charitable portion of the trust.
A unitrust has the potential to grow your payout each year.
Leave a lasting legacy to 91�ֿ�.

Please contact us with any questions about a charitable remainder unitrust.

How a Charitable Remainder Unitrust Works

You transfer cash or assets to fund a charitable remainder unitrust.
If the trust funded with appreciated assets, the trust will then sell the assets tax-free.
The trust is invested to pay income to you or any other trust beneficiaries you select based on a life, lives, a term of up to 20 years or a life plus a term of up to 20 years.
You receive an income tax deduction in the year you transfer assets to the trust.
91�ֿ� benefits from what remains in the trust after all the trust payments have been made.

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Charitable Remainder Unitrust

Why Establish a Charitable Remainder Unitrust?

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