Sample Charitable Trust
Legal Documents
Other services charge
Thousands for this information. We have seen Attorney costs
to set up a CRT range anywhere from $2,000 to $5,000 and have
even seen higher than that.
Purchase the Sample Charitable
Trust Legal Documents
here in one package for just
$39.95
Save a lot of mony
and follow the samples provided to create your own Charitable
Remainder Trust.
A Charitable Trust can be set up for one person
or a couple. It can become effective immediately, at the death
of a donor or other triggering event. Trust income payments
can be set up as a fixed dollar amount (CRAT) or a fixed percentage
recalculated annually (CRUT). If income deferral is desired
additional wording can be incorporated into a Net Income with
Makeup Unitrust (NIMCRUT).
The Charitable Trust Samples included in this package cover all the
main types of CRT’s including annotations to guide you,
alternate provisions and wording for each of the 3 main types
of CRT's
Each Sample CRT document includes the following 6
sections:
1. Purpose of that CRT (CRUT, CRAT or NIMCRUT)
2. Background
3. Scope and Objective
4. The Sample Trust Wording Itself
5. Annotations for the Various Trust Paragraphs to
guide you
6. Alternate Provisions for that Type of Trust to be used
if needed
The information is provided in Microsoft
Word format for easy editing. Once payment is completed you
will immediately be directed to a web page where all the files
can be accesed and downloaded immediately.
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