Deduction calculations are available for remainder unitrusts. These calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals should consult a qualified professional advisor about their specific situation.
Lead Unitrust for Term of 1–35 Years
This lead unitrust may pay any percentage amount to qualified charities for one to thirty-five years, with remainder to family or family trust.
The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.
Unitrust for Term of 1–20 Years
A unitrust may pay five percent or more each year for a term of one to twenty years. The income may be divided among two or more recipients.