Annuity Trust

About this category:

Annuity Trust documents are used to create a trust that provides a steady income to a beneficiary.

Templates in this category:

Charitable Lead Annuity Trust (CLAT) (Texas)

This legal template outlines the provisions and guidelines for setting up a Charitable Lead Annuity Trust (CLAT) under the laws of Texas, USA. Its purpose is to provide a brief yet comprehensive explanation of how to establish and manage a CLAT for charitable giving and beneficiary annuity payments.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
13
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Charitable Remainder Annuity Trust (CRAT): Concurrent and Consecutive Interests For Two Measuring Lives (Massachusetts)

This legal template likely outlines the creation and terms of a Charitable Remainder Annuity Trust (CRAT) in Massachusetts, under USA law. It may address the concurrent and consecutive interests of two measuring lives, which could involve the distribution of income or principal to beneficiaries while ensuring eventual charitable contributions.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
13
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Charitable Lead Annuity Trust (CLAT) (New Jersey)

This legal template likely outlines the provisions and requirements for creating a Charitable Lead Annuity Trust (CLAT) in the state of New Jersey, according to the laws in the United States. A CLAT is a planned giving tool where assets are placed in a trust, and annuity payments are made to a charitable organization for a predetermined period, with the remaining assets eventually passing to beneficiaries.

Contract template sketch
6
An outline stencil of a pencil to represent the number of uses this contract template has had.
18
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Charitable Lead Annuity Trust (CLAT) (Pennsylvania)

This legal template likely provides a framework for establishing a Charitable Lead Annuity Trust (CLAT) in the state of Pennsylvania under the laws of the United States. A CLAT is a type of charitable trust that provides an income stream to a charitable organization for a predetermined period, after which the remaining assets are passed on to non-charitable beneficiaries.

Contract template sketch
9
An outline stencil of a pencil to represent the number of uses this contract template has had.
24
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Charitable Remainder Annuity Trust (CRAT): Consecutive Interests For Two Measuring Lives (Massachusetts)

This legal template could be about creating a Charitable Remainder Annuity Trust (CRAT) in the state of Massachusetts under USA law. The trust would provide consecutive benefits to two individuals, typically measured by their lives, with the remaining assets designated for charitable purposes.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
2
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Charitable Remainder Annuity Trust (CRAT): Number of Years (Texas)

This legal template pertains to the establishment and administration of a Charitable Remainder Annuity Trust (CRAT) in the state of Texas, in accordance with the laws of the United States of America. It specifically deals with determining the number of years for the trust to remain active.

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
22
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Charitable Remainder Annuity Trust (CRAT): Concurrent and Consecutive Interests For Two Measuring Lives (Illinois)

This legal template outlines the establishment of a Charitable Remainder Annuity Trust (CRAT) in the state of Illinois under the USA law. It specifically focuses on the provisions for concurrent and consecutive interests for two measuring lives.

Contract template sketch
2
An outline stencil of a pencil to represent the number of uses this contract template has had.
18
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Charitable Remainder Annuity Trust (CRAT): Consecutive Interests For Two Measuring Lives (Texas)

The legal template is likely a document that establishes a Charitable Remainder Annuity Trust in Texas, following USA law. It outlines a plan for donating assets to a charitable organization while also providing fixed income for two individuals, referred to as measuring lives, for a specific period.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
12
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Charitable Remainder Annuity Trust (CRAT): One Measuring Life (Georgia)

This legal template is likely about the creation and regulations surrounding a Charitable Remainder Annuity Trust (CRAT) in the state of Georgia, United States. It is specifically focused on CRATs with a single measuring life.

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
17
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Charitable Lead Annuity Trust (CLAT) (New York)

This legal template is likely a document outlining the creation and terms of a Charitable Lead Annuity Trust (CLAT) in the state of New York, according to the laws in the United States. CLATs are a type of trust that enables individuals to provide income to charities for a specified period, while eventually transferring the remaining assets to beneficiaries. The template would likely cover the trust's structure, payment terms, beneficiaries, charitable organizations, and any other necessary legal provisions.

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
8
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Charitable Remainder Annuity Trust (CRAT): One Measuring Life (California)

This legal template likely pertains to a Charitable Remainder Annuity Trust (CRAT) established in California under USA law. It outlines the terms and conditions of the trust, which involves a periodic payment made to a designated beneficiary (measuring life) for a specific duration, after which the remaining assets are transferred to a chosen charitable organization.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
22
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Charitable Remainder Annuity Trust (CRAT): Concurrent and Consecutive Interests For Two Measuring Lives (New Jersey)

This legal template pertains to a Charitable Remainder Annuity Trust (CRAT) in New Jersey, USA. It outlines the rights and interests of two individuals whose lives serve as measures for the trust's concurrent and consecutive distributions, ensuring compliance with the relevant state and federal laws.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
15
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Charitable Remainder Annuity Trust (CRAT): Consecutive Interests For Two Measuring Lives (California)

This legal template is a document that outlines the arrangement of a Charitable Remainder Annuity Trust (CRAT) in California, following the laws of the United States. It focuses specifically on consecutive interests for two measuring lives, providing guidance on how to structure and manage such a trust.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
15
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Charitable Remainder Annuity Trust (CRAT): Concurrent and Consecutive Interests For Two Measuring Lives (Pennsylvania)

This legal template covers the creation and establishment of a Charitable Remainder Annuity Trust (CRAT) in the state of Pennsylvania under United States law. It specifically addresses concurrent and consecutive interests for two measuring lives.

Contract template sketch
6
An outline stencil of a pencil to represent the number of uses this contract template has had.
17
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Charitable Remainder Annuity Trust (CRAT): One Measuring Life (Illinois)

This legal template likely pertains to the establishment of a Charitable Remainder Annuity Trust (CRAT) in the state of Illinois, United States. It could outline the terms and conditions for distributing income to beneficiaries during their lifetime and remaining assets to charitable organizations upon their death.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
22
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Charitable Remainder Annuity Trust (CRAT): Consecutive Interests For Two Measuring Lives (Florida)

This legal template outlines the establishment and regulations surrounding a Charitable Remainder Annuity Trust (CRAT) in the state of Florida under USA law. It specifically focuses on the consecutive interests for two measuring lives, ensuring compliance with applicable regulations governing these charitable trusts.

Contract template sketch
9
An outline stencil of a pencil to represent the number of uses this contract template has had.
17
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Charitable Remainder Annuity Trust (CRAT): Consecutive Interests For Two Measuring Lives (Illinois)

This legal template could be a document outlining the creation and terms of a charitable remainder annuity trust (CRAT) in the state of Illinois, governed by USA law. It may detail the consecutive interests for two measuring lives, determining how income and assets will be distributed to both beneficiaries and stated charitable organizations.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
1
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Grantor Retained Annuity Trust (GRAT)

The legal template for a Grantor Retained Annuity Trust (GRAT) could be a document outlining the terms and conditions for establishing a trust in which the grantor retains an annuity payment for a specified period, with the remainder passing to designated beneficiaries upon the trust's termination.

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
15
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Charitable Remainder Annuity Trust (CRAT): Consecutive Interests For Two Measuring Lives (New Jersey)

This legal template likely pertains to the creation and establishment of a Charitable Remainder Annuity Trust (CRAT) in the state of New Jersey, following the regulations and guidelines outlined by USA law. It specifically addresses the aspect of consecutive interests for two measuring lives, which may relate to certain provisions or requirements unique to this jurisdiction.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
22
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Charitable Remainder Annuity Trust (CRAT): Concurrent and Consecutive Interests For Two Measuring Lives (Georgia)

This legal template is a document that outlines the establishment and management of a Charitable Remainder Annuity Trust (CRAT) in the state of Georgia, under the laws of the United States. The template specifically addresses the allocation of concurrent and consecutive interests for two measuring lives.

Contract template sketch
6
An outline stencil of a pencil to represent the number of uses this contract template has had.
23
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Charitable Remainder Annuity Trust (CRAT): One Measuring Life (New Jersey)

This legal template likely pertains to the creation and regulation of a Charitable Remainder Annuity Trust (CRAT) in the state of New Jersey, under the legal framework of the United States. The template may include provisions regarding the determination of the measuring life, which refers to the individual whose lifespan determines the duration of the trust.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
20
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Charitable Remainder Annuity Trust (CRAT): Number of Years (Illinois)

This legal template likely provides a framework for creating a Charitable Remainder Annuity Trust (CRAT) in the state of Illinois, in accordance with the laws of the United States. It may include details on the specific number of years involved in the trust agreement.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
12
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Charitable Remainder Annuity Trust (CRAT): Consecutive Interests For Two Measuring Lives (Georgia)

This legal template is likely a document outlining the establishment and operation of a Charitable Remainder Annuity Trust (CRAT) in the state of Georgia, following the regulations and guidelines set by United States law. The template may address the consecutive interests of two measuring lives, which typically refer to the individuals whose lifespans are used to determine the duration and distribution of the trust's income.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
11
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Charitable Remainder Annuity Trust (CRAT): One Measuring Life (Texas)

This legal template is a document pertaining to a Charitable Remainder Annuity Trust (CRAT) in the state of Texas, under USA law. It likely outlines the terms and conditions by which a donor transfers assets to a trust, receives fixed annuity payments for a certain period, and designates a charitable organization as the final beneficiary of the trust.

Contract template sketch
9
An outline stencil of a pencil to represent the number of uses this contract template has had.
3
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Charitable Lead Unitrust (CLUT) (New York)

This legal template likely pertains to setting up a Charitable Lead Unitrust (CLUT) in the state of New York under USA law. A CLUT is a type of trust that provides for charitable contributions while also benefiting designated beneficiaries. This template may include provisions for establishing the trust, defining the assets, selecting the charitable organizations, determining the payout rates, and other relevant legal aspects.

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
16
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Charitable Remainder Annuity Trust (CRAT): One Measuring Life (New York)

This legal template could be a document outlining the establishment of a Charitable Remainder Annuity Trust (CRAT) in New York, under the jurisdiction of USA law. It may provide guidelines on the creation, administration, and management of the trust, including the selection of a measuring life for annuity payments. This template is likely designed to help individuals or organizations with philanthropic intentions to set up a structured way of donating assets to a charitable cause while receiving periodic income.

Contract template sketch
6
An outline stencil of a pencil to represent the number of uses this contract template has had.
7
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Charitable Remainder Annuity Trust (CRAT): Number of Years (Pennsylvania)

This legal template likely pertains to the establishment and administration of a Charitable Remainder Annuity Trust (CRAT) in Pennsylvania, USA. It specifically addresses the determinations and regulations related to the number of years this type of trust may endure under US law.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
21
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Charitable Remainder Annuity Trust (CRAT): One Measuring Life (Massachusetts)

This legal template likely pertains to the establishment and regulation of a Charitable Remainder Annuity Trust (CRAT) in the state of Massachusetts, USA. It likely involves determining the designated measuring life for the trust and outlines the legal requirements and provisions specific to CRATs under US law.

Contract template sketch
9
An outline stencil of a pencil to represent the number of uses this contract template has had.
15
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Charitable Remainder Annuity Trust (CRAT): Concurrent and Consecutive Interests For Two Measuring Lives (Florida)

This legal template is a document governing the establishment and operation of a Charitable Remainder Annuity Trust (CRAT) in the state of Florida, following the laws of the United States. It addresses the concurrent and consecutive interests for two measuring lives, ensuring compliance and protection for involved parties.

Contract template sketch
6
An outline stencil of a pencil to represent the number of uses this contract template has had.
7
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Charitable Remainder Annuity Trust (CRAT): Concurrent and Consecutive Interests For Two Measuring Lives (California)

This legal template outlines the provisions and terms for creating a Charitable Remainder Annuity Trust (CRAT) in California, which offers both concurrent and consecutive interests for two measuring lives. It covers the necessary elements and regulations that apply under USA law.

Contract template sketch
2
An outline stencil of a pencil to represent the number of uses this contract template has had.
26
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Charitable Remainder Annuity Trust (CRAT): One Measuring Life (Florida)

This legal template likely outlines the establishment and terms of a Charitable Remainder Annuity Trust (CRAT) in the state of Florida, under United States law. It specifically pertains to the trust's duration, distribution, and beneficiaries, while also mentioning the involvement of a measuring life in the trust provisions.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
18
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Charitable Remainder Annuity Trust (CRAT): Number of Years (California)

This legal template is likely a document that outlines the terms and conditions of a Charitable Remainder Annuity Trust (CRAT) specific to the state of California under the laws of the United States. It would specify the number of years that the trust will remain in effect, providing income to beneficiaries before the remaining assets are donated to a charitable organization.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
14
Share icon, to represent the number of times this template has been shared by Genie AI users
5