Skip to main content
Create Your
Plan
Estate
Planning Guide
E-newsletter
Sign Up
My Account Legacy For Independence Society
My
Account
Legacy For
Independence Society
Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video

Unitrust and Special Needs Trust

If you are looking for a way to provide for a loved one who has special needs, and also make a gift to us, a charitable remainder unitrust and a special needs trust arrangement could help you achieve your objectives. The charitable remainder unitrust will make payments to the special needs trust, which in turn will provide support and care for your loved one. Eventually, the charitable remainder trust will go to charity to help us further our mission.

Unitrust and Special Needs Trust
Stock or Cash
Unitrust
Special Needs Trust
Charity image

Benefits of a Unitrust and Special Needs Trust

  • Establish a way to provide for your loved one
  • Avoid capital gains if the unitrust is funded with appreciated assets
  • Receive an immediate charitable income tax deduction for the charitable portion of the unitrust
  • Leave a legacy gift to our organization

How a Unitrust and Special Needs Trust Works

  1. You transfer cash or assets to fund a charitable remainder unitrust.
  2. The unitrust is invested and will make payments to the special needs trust for your loved one's lifetime or a term of up to 20 years.
  3. You receive an income tax deduction in the year you transfer your assets to the unitrust.
  4. Our organization benefits from what remains in the unitrust after all payments have been made.

If you have any questions about how a charitable remainder unitrust and special needs trust work, please contact an attorney specializing in Estate Planning.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown
Scroll to Top