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Charitable Remainder Inter Vivos Unitrust Agreement

Charitable Trust Online Witherby

Category:

Trusts - Living Trusts

State:

Multi-State

Control #:

US-00616BG

Format:

Instant download

Description

The Charitable Trust Online Witherby is a legal document designed to establish a charitable remainder inter vivos unitrust. This trust allows the grantor to transfer property to a trustee for management and distribution according to specific terms. Key features include the payment of a unitrust amount to a designated recipient during their lifetime, with remaining funds distributed to a charity once the interest expires. The document provides clear instructions for filling out the form, such as schedules for property transfer and specifying the percentage of the unitrust amount. Users may change the designated charity under certain conditions. This form is particularly useful for attorneys, partners, owners, associates, paralegals, and legal assistants involved in estate planning and charitable contributions, as it simplifies the process of establishing a trust while ensuring compliance with relevant tax laws. The form's structure and inclusivity make it accessible for users with varying levels of legal experience, ensuring that they can effectively create a charitable trust with the necessary financial and legal protections.

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