Example of a Wealth Transfer Standard CRUT

Example of a Wealth Transfer Standart Crut

How it works:

  • You transfer cash, securities, or other property to a trust.
  • You receive an income tax deduction and pay no capital gains tax.
    • During its term, the trust pays a percentage of its value each year to you or to anyone you name.
  • When the trust ends, its remaining principal passes to Whitman College.

 

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