Charitable Remainder Unitrust
(Additional Planning Tips)
Education Trust:
Create a trust for a term of years, using
the income to fund a loved one’s education. At the end of
the term, the remainder passes to Yale to
use where you have designated.
Special Needs Trust:
It is now possible for a charitable unitrust
to pay its income to a separate vehicle set aside to meet the needs
of a loved with a qualified disability.
Parents’ Trust:
If you’re providing annual income
to parents, consider establishing a trust that pays income to them;
you receive a charitable deduction at the time of funding and the
satisfaction of helping both Yale and your
family.