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 necessarily! It really depends on your individual financial situation and charitable goals, so it's wise to consult with a professional to see if it fits your needs.
When you pass away, any remaining assets in the trust will be given to the charity you designated, helping you leave a lasting impact.
In most cases, yes! You usually have the flexibility to change the charitable organization you wish to benefit from the trust, as long as it’s allowed in the trust document.
You can enjoy some regular income from the trust, which can help you stretch your budget a bit further while also knowing you're supporting a cause you care about.
It's a fancy term for a special kind of trust where you can give assets to a charity, get some income during your lifetime, and whatever's left goes to the charity after you pass away.
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Tampa Florida Remanente Caritativo Acuerdo Unitrust Inter Vivos