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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 St. Jude Children's Research Hospital 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 St. Jude Children's Research Hospital and your family.
For more information
E-mail us, complete the personal illustration form or call us at (800) 395-1087 so that we can assist you through every step of the process.
