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Charitable Remainder Unitrusts
(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.
For more information
Email us, complete the personal illustration form, or call us at 1 (800) 445-6086 so that we can assist you through every step of the process.