Charitable Trusts

This document template creates a Charitable Lead Annuity Trust (CLAT) which provides a fixed annuity to one or more charitable beneficiaries for a specified term, with the remaining property distributed to non-charitable remainder beneficiaries at the end of the term.

This document template creates a California-based Charitable Lead Annuity Trust (CLAT) for a settlor, providing a fixed annuity to one or more charitable beneficiaries for a set term, with the remaining property distributed to non-charitable remainder beneficiaries at the end of the term.

This document template creates a Florida-based Charitable Lead Annuity Trust (CLAT) to provide a fixed annuity to one or more charitable beneficiaries for a specified term, with the remaining property distributed to non-charitable remainder beneficiaries at the end of the term.

This document template creates a CLAT in Georgia for the initial benefit of charitable beneficiaries, with the remainder of the trust distributed to non-charitable beneficiaries at the end of the term.

This document template creates a Charitable Lead Annuity Trust (CLAT) for a settlor in New Jersey, providing a fixed annuity to one or more charitable beneficiaries for a specified term, with the remaining property distributed to non-charitable remainder beneficiaries at the end of the term.

This document template creates a Charitable Lead Annuity Trust (CLAT) for a settlor residing in New York, which provides a fixed annuity to one or more charitable beneficiaries for a specified term, with the remaining property distributed to one or more non-charitable remainder beneficiaries at the end of the term.

This document template creates a CLAT in Pennsylvania for a settlor, providing a fixed annuity to one or more charitable beneficiaries for a specified term, with the remaining property distributed to non-charitable remainder beneficiaries at the end of the term.

This document template creates a CLAT in Texas for a settlor, providing a fixed annuity to one or more charitable beneficiaries for a specified term, with the remaining property distributed to non-charitable remainder beneficiaries at the end of the term.

This document template creates a New York-based charitable lead unitrust (CLUT) which provides a stream of income to one or more charitable beneficiaries for a specified term, with the remaining property distributed to non-charitable remainder beneficiaries at the end of the term.

This document template creates an irrevocable trust in California for the benefit of a non-charitable beneficiary, with the remainder of the trust assets distributed to charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust in Florida for a non-charitable beneficiary to receive a stream of income for their lifetime, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust in Georgia for a non-charitable beneficiary to receive a stream of income for their life, with the remaining property distributed to charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust in Illinois for a non-charitable beneficiary to receive a stream of income for their life, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust in Massachusetts for a non-charitable beneficiary to receive a fixed percentage of the trust assets annually for their life, with the remainder distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust in New Jersey for a non-charitable beneficiary to receive a fixed percentage of the trust assets annually for their life, with the remainder going to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust in New York for a non-charitable beneficiary to receive a fixed percentage of the trust assets annually for their lifetime, with the remaining property distributed to one or more charitable beneficiaries upon the end of the term.

This document template creates an irrevocable trust in Pennsylvania for the benefit of a non-charitable beneficiary, with the remainder of the trust assets distributed to one or more charitable beneficiaries upon the end of the term.

This document template creates an irrevocable trust in Texas that pays a fixed percentage of the trust assets to a non-charitable beneficiary for their life, with the remainder going to one or more charitable beneficiaries at the end of the term.

This document template creates a California-based CRUT with options for either a Flip-CRUT or Flip-NIMCRUT, which pays a unitrust amount based on concurrent and consecutive interests of two measuring lives, and distributes remaining property to one or more charitable beneficiaries upon the occurrence of a triggering event.

This document template creates an irrevocable trust in Georgia with options for either a Flip-CRUT or Flip-NIMCRUT unitrust amount paid for a unitrust period based on concurrent and consecutive interests of two measuring lives, initially providing benefit to two non-charitable beneficiaries, and ultimately distributing remaining property to one or more charitable beneficiaries.

This document template creates an irrevocable trust in Illinois with options for a Flip-CRUT or Flip-NIMCRUT, providing two non-charitable beneficiaries with the lesser of the trust's income or a fixed percentage of the value of the trust assets until a triggering event, after which the unitrust payment flips to a fixed percent.

This document template creates an irrevocable trust with options for either a Flip-CRUT or Flip-NIMCRUT unitrust amount paid for a unitrust period based on concurrent and consecutive interests of two measuring lives, for a settlor residing in Massachusetts.

This document template creates an irrevocable trust in New Jersey with options for a Flip-CRUT or Flip-NIMCRUT, providing two non-charitable beneficiaries with the lesser of the trust's income or a fixed percentage of the value of the trust assets until a triggering event, after which the unitrust payment flips to a fixed percent.

This document template creates a New York-based CRUT with options for either a Flip-CRUT or Flip-NIMCRUT, providing non-charitable beneficiaries with the lesser of the trust's income or a fixed percentage of the trust assets until a triggering event, after which the unitrust payment flips to a fixed percent.

This document template creates a Pennsylvania-based CRUT with options for either a Flip-CRUT or Flip-NIMCRUT, for two non-charitable beneficiaries to receive the lesser of the trust's income or a fixed percentage of the trust assets until a triggering event, after which the unitrust payment flips to a fixed percent.

This document template creates an irrevocable trust in California for a non-charitable beneficiary to receive income for a specified term, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust in Florida for the benefit of a non-charitable beneficiary, with a stream of income for a specified term and the remainder of the trust assets distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust in Georgia for a non-charitable beneficiary to receive a stream of income for a specified term, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust in Illinois for a non-charitable beneficiary to receive a stream of income for a specified term, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust in Massachusetts for the benefit of one non-charitable beneficiary, who receives a stream of income for a specified term, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust in New Jersey for the benefit of a non-charitable beneficiary, who receives a stream of income for a specified term, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust in New York for a non-charitable beneficiary to receive a stream of income for a specified term, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust in Pennsylvania for a non-charitable beneficiary to receive a stream of income for a specified term, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust in Texas for a non-charitable beneficiary to receive a stream of income for a specified term, with the remainder of the trust assets distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRUT in Florida for two non-charitable beneficiaries, with income paid for two measuring lives and remaining property distributed to charitable beneficiaries at the end.

This document template creates an irrevocable CRUT in Georgia for two non-charitable beneficiaries, with income paid for two measuring lives and the remainder distributed to one or more charitable beneficiaries.

This document template creates an irrevocable trust in Illinois for two non-charitable beneficiaries, providing them with a stream of income based on the trust's assets and a fixed percent amount, with any deficiencies made up in subsequent years and the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRUT in Massachusetts for two non-charitable beneficiaries, with a stream of income based on a fixed percent of the trust's assets, and the remainder distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRUT in New Jersey for two non-charitable beneficiaries, who receive a stream of income based on a fixed percent of the trust's assets, with any deficiencies made up in subsequent years.

This document template creates an irrevocable CRUT in New York for two non-charitable beneficiaries, who receive a stream of income based on a fixed percent of the trust's assets, with any deficiencies made up in subsequent years.

This document template creates an irrevocable trust in Pennsylvania for two non-charitable beneficiaries, providing them with a stream of income for two measuring lives, with any deficiency made up in subsequent years and the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust in Texas for two non-charitable beneficiaries, providing them with a stream of income for their lives, with any remaining property distributed to charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust with a specified annuity period based on concurrent and consecutive interests for two measuring lives, which can be customized for use in any US jurisdiction and distributes the property to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT with a consecutive annuity period based on two measuring lives for use in any US jurisdiction.

This document template creates an irrevocable trust that provides a non-charitable beneficiary with a fixed percentage of the trust assets annually for their lifetime, with the remainder distributed to one or more charitable beneficiaries upon the beneficiary's death.

This document template creates a customizable CRUT with options for a Flip-CRUT or Flip-NIMCRUT, based on concurrent and consecutive interests of two measuring lives, for use in any US jurisdiction.

This document template creates an irrevocable trust with a stream of income for a non-charitable beneficiary, which is then distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust with two non-charitable beneficiaries receiving a stream of income for their lives, with any deficiencies made up in subsequent years and the remaining property distributed to one or more charitable beneficiaries at the end of the term.