Charitable Remainder Unitrusts |
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Charitable Remainder Unitrusts Basic Unitrust - Gift of Stock You are considering a gift to the Red Cross of $250,000, but you are concerned about the capital gains consequences of liquidating assets, and reducing your and your spouse's cash flow. You and your spouse, ages 70 and 68 own appreciated stock that has doubled in value. You decide to place the assets into a unitrust that will pay 5% of the trust's value for your lifetime to the two of you. Any remainder in the trust after the obligations to you have been fulfilled will pass to the Red Cross to support an area of your choosing.
Flip Unitrust - Gift of Real Estate You are considering a gift to the Red Cross of $250,000, but you are concerned about the capital gains consequences of liquidating assets, and reducing your and your spouse's cash flow. You and your spouse, ages 70 and 68, own a small commercial building that has doubled in value and consequently generated several offers to purchase. You decide to place the building into a charitable remainder unitrust that will pay 5% of the trust’s value for your lifetime to the two of you. Until the property is sold, though, the trust will pay you either the net-income generated by the trust or 5% of the trust's value (whichever is less). Any remainder in the trust after the obligations to you have been fulfilled will pass to the Red Cross to support an area of your choosing.
For more information Email us, complete the personal illustration form, or call us at (800) 797-8022 Ext. 5 so that we can assist you through every step of the process.
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