Charitable Remainder Unitrusts
Who should serve as trustee?
A unitrust is a separate legal entity administered by a trustee. can serve as trustee of your unitrust, or you, or a financial advisor or institution can serve. We currently administer a significant portfolio of charitable trusts, and any fees are paid for by your trust. (We do ask a minimum gift of $ to establish a unitrust for which we will serve as trustee.) Alternately, you may wish to follow your or your advisors’ investment strategies. Whichever option you choose, we can share sample trust forms and discuss the details of establishing the unitrust with you and your advisors.
For more information
Email us, complete the personal illustration form, or contact the charitable estate planning representative in your area so that we can assist you through every step of the process.