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 Penn 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 one 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 Penn and your family.
For more information
Email us, complete the personal illustration form, or call us at (800) 223-8236 so that we can assist you through every step of the process.
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