Charitable Agreement Statement With Text

State:
Multi-State
Control #:
US-00616BG
Format:
Word; 
Rich Text
Instant download

Description

The Charitable Remainder Inter Vivos Unitrust Agreement is a legal document established between the Grantor and the Trustee, detailing the management and distribution of trust assets. It allows the Grantor to transfer property into the trust, paying a specified 'Unitrust Amount' to a designated recipient during their lifetime, with remaining assets distributed to a chosen charitable organization thereafter. Key features include the powers of the Trustee, guidelines for the payment of the Unitrust Amount, and provisions for changes to charitable beneficiaries. The form emphasizes compliance with federal tax regulations to maintain charitable status, ensuring beneficiaries receive benefits without jeopardizing the trust's charitable purpose. Users must complete several sections, including asset listings and percentage allocations while ensuring adherence to applicable tax codes. This document is crucial for attorneys, partners, owners, associates, paralegals, and legal assistants involved in estate planning or charitable giving, facilitating structured and compliant charitable contributions while providing financial support to individuals in need.
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  • Preview Charitable Remainder Inter Vivos Unitrust Agreement
  • Preview Charitable Remainder Inter Vivos Unitrust Agreement
  • Preview Charitable Remainder Inter Vivos Unitrust Agreement
  • Preview Charitable Remainder Inter Vivos Unitrust Agreement
  • Preview Charitable Remainder Inter Vivos Unitrust Agreement

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Charitable Agreement Statement With Text