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March 7th, 2011

What is a Charitable Split-Interest Trust?

(Estate Planners) - A split-interest charitable trust will allow you to pass the wealth that you accumulate during your lifetime to your heirs in a manner that promotes tax efficiency while also allowing you to support your favorite charity, either now or on down the road. The split-interest charitable trust’s name is derived because the financial interest from these trusts is split between a charity and a non-charity (your heirs).

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February 28th, 2011

What is a Charitable Remainder Unitrust with Net Income Make-up Provisions (“NIMCRUT”)?

(Estate Planners) - One estate planning tool that is viable for a number of different donors is the charitable remainder unitrust with net income make-up provisions. This type of trust will allow you to transfer assets to a charitable trust and then receive income from those assets for your lifetime, or for a period of years that you specify.

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February 21st, 2011

What is a Charitable Remainder Unitrust (“CRUT”)?

(Estate Planners) - When planning an estate, the charitable remainder unitrust or CRUT is often a popular choice. This type of trust allows for you to transfer your assets to a charitable remainder trust now and receive income for the rest of your life or for a period of years. When you die, the charity of your choice will receive the assets wholly and fully. This type of charitable trust is often chosen by those donors who need an income for life or for a particular time period and who desire a rise in income as the value of the trust increases.

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February 14th, 2011

What is a Charitable Remainder Trust?

(Estate Planners) - Passing along the wealth that you accumulate in your lifetime can be challenging. You naturally want to leave your beneficiaries and loved ones well-provided for, but you do not want to see your money taken by the government in the way of estate tax and other tax when you pass away. You may also wish to see a favorite charity benefit from your estate.

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February 7th, 2011

What is a Charitable Remainder Annuity Trust (“CRAT”)?

(Estate Planners) - Making decisions about how to distribute the wealth that you accumulate over the course of your life can be challenging. The charitable remainder annuity trust is a standard type of trust that allows you to have income for the remainder of your life while giving a favorite charity a substantial gift when you pass away.

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