Deduction calculations are available for remainder unitrusts 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.
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- The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.
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- A unitrust may pay
five percent or more each year for a term of years; The income may be divided among two or
more recipients.
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- An annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.
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- 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.
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- This lead unitrust
may pay any percentage amount to qualified charities for one to thirty-five years, with
remainder to family or family trust.
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- This lead annuity
trust pays a fixed amount each year to a qualified charity for from one to thirty-five
years, with remainder to family or family trust.
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