unitrust

To set up a unitrust, you need to work with an attorney who is knowledgeable about estate planning.

A unitrust pays each year a fixed percentage of the trust's fair market value.

In Iowa, a new unitrust law wasexpected to go into effect shortly.

Solution: A charitable remainder term unitrust, a form of planned giving.

Starting a unitrust may help avoid that tax.

Payments may be fixed amount, annuity trust, or a percentage of principle, which is called unitrust.

Lawmakers in Florida have passed a unitrust bill that awaits gubernatorial signature before becoming law.

Code Section 664(d)(1) sets the federal income tax requirements for a charitable remainder unitrust.

Opinion is also divided about which legal approach - the total return unitrust or the power to adjust - is preferable.

A riskier unitrust, usually invested in stocks or mutual funds, has varying payouts.

But if you want to defer payments, you must elect to use what is called a net-income unitrust.

You may get tax-exempt income from a unitrust, which you can't get from other retirement plans.

He receives 60 percent of the unitrust income, and the foundation 40 percent, during his lifetime, then the fund transfers to the foundation.

A common technique is to create a charitable remainder unitrust ("CRUT").

Many charitable organizations are eager to help you set up a unitrust, as long as they are named as the ultimate beneficiaries.

IN another form, a unitrust, the annual payout is a specific percent of the value of the trust when the payout is made.

Taxpayers foreclosed from making deductible contributions to an Individual Retirement Account may find that a deduction is available with a unitrust.

The charitable remainder unitrust, or CRUT, pays an amount based on what the assets in the trust are worth.

Certain provisions of the unitrust also give it greater flexibility and make it more adaptable to certain kinds of assets such as real estate.

By dropping a company plan and choosing instead to use a unitrust, the owner builds a private nest egg and is no longer responsible for the employees.

Derek Sivers transferred ownership of his company to a charitable remainder unitrust for music education, and had the trust sell it to Disc Makers.

More commonly referred to as a charitable remainder trust, an annuity trust or a unitrust, the concept allows charities and donors to work as partners.

For more information about Unitrust Group Real Estate, Van Line and Mortgage Services:

And owners of small businesses, frustrated by a morass of new restrictions and rules, are increasingly using the unitrust as a substitute for a corporate pension plan.

Charitable Remainder Unitrust (CRUT)