Deduction calculations are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts. These calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals should consult a qualified professional advisor about their specific situation.
An annuity trust may pay a fixed amount of five percent or more of initial corpus for a term of one to twenty years. The annuity may be divided among two or more recipients. Run illustration
This lead annuity trust pays a fixed amount each year to a qualified charity for one to thirty-five years, with remainder to family or family trust. Run illustration
This lead unitrust may pay any percentage amount to qualified charities for one to thirty-five years, with remainder to family or family trust. Run illustration
A unitrust may pay five percent or more each year for a term of one to twenty years. The income may be divided among two or more recipients. Run illustration
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