The following form is a sample of a charitable remainder inter vivos unitrust agreement.
Para su conveniencia, debajo del texto en español le brindamos la versión completa de este formulario en inglés.
For your convenience, the complete English version of this form is attached below the Spanish version.
Not at all! It may sound complicated, but with the right help, it can be a smooth process. It's just about finding the right people to guide you through it.
Yes, in many cases you can change the charity down the line if you wish. Flexibility is part of the deal!
You can get a nice tax break when you donate assets to the trust, plus the income you receive is often taxed at a lower rate than regular income.
You put some assets into the trust, and it pays you a yearly income. After you pass away, whatever's left in the trust goes to the charity you chose.
Anyone in Jacksonville can set one up! It's especially popular among people who want to support charities and also receive some income.
It's a way to give to charity while also receiving income for yourself during your lifetime. You set it up while you're still alive, and it pays you a percentage of the trust's value each year.
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Jacksonville Florida Remanente Caritativo Acuerdo Unitrust Inter Vivos