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.
Just like starting a garden, you’ll need to plan it out! Speak to a financial advisor or an attorney who specializes in trusts; they’ll help you navigate the steps to set one up that fits your needs.
You bet! The contributions can be tax-deductible, and you may also avoid capital gains taxes on appreciated assets when they’re sold within the trust. It could save you a pretty penny down the road!
Absolutely anyone! If you're looking to give to a charity and want some income, this trust can be for you, regardless of whether you're a millionaire or someone just looking to make a meaningful contribution.
Trusted and secure by over 3 million people of the world’s leading companies
Newark New Jersey Remanente Caritativo Acuerdo Unitrust Inter Vivos