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IRS Sample Documents

CRTs AND CLTs EXAMPLES.

Form Documents for Charitable Remainder Trusts

Sample inter vivos charitable remainder unitrust

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One-life
3/1/07
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Term of years
3/1/07
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Two lives, consecutive interests
3/1/07
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Two lives, concurrent & consecutive interests
3/1/07

Sample testamentary charitable remainder unitrust

Preview Document Info
One-life
3/1/07
Preview Document Info
Term of years
3/1/07
Preview Document Info
Two lives, consecutive interests
3/1/07
Preview Document Info
Two lives, concurrent & consecutive interests
3/1/07

Sample inter vivos charitable remainder annuity trust

Preview Document Info
One-life
3/1/07
Preview Document Info
Term of years
3/1/07
Preview Document Info
Two lives, consecutive interests
3/1/07
Preview Document Info
Two lives, concurrent & consecutive interests
3/1/07

Sample testamentary charitable remainder annuity trust

Preview Document Info
One-life
3/1/07
Preview Document Info
Term of years
3/1/07
Preview Document Info
Two lives, consecutive interests
3/1/07
Preview Document Info
Two lives, concurrent & consecutive interests
3/1/07

Form Documents for Charitable Lead Trusts

Sample testamentary charitable lead annuity trust

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Sample testamentary annuity trust
6/22/07

Sample inter vivos nongrantor & grantor charitable lead annuity trust

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Sample inter vivos annuity trusts
6/22/07

Sample testamentary charitable lead unitrust

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Sample testamentary unitrust
12/31/69

Sample inter vivos nongrantor & grantor charitable lead unitrust

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Sample inter vivos unitrusts
12/31/69

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