Customize a Hypothetical CRT Scenario to Control Family Wealth – Vaughn Henry & Associates

Customize a Hypothetical CRT Scenario to Control Family Wealth – Vaughn Henry & Associates

Need A Hypothetical CRT Scenario?

CRT Scenario Options

Please send information on: 

CRAT – Annuity Trust (fixed dollar amount distributed annually)

CRUT – Uni-Trust (fixed percentage of trust assets distributed, annually revalued)

CRUT with Make-Up Options (“NIMCRUT or spigot trust or flip trust”)

Need an Income Tax Deduction Calculation for your Hypothetical CRT?

Your Name:
Your Email Address (or postal address, if you prefer) please enter carefully or any response will be lost:
Your State of Residence:
What is your federal and state marginal income tax rate % (each, e.g., 28%, 7%):
Date of Birth for 1st Income Beneficiary (MM/DD/YYYY):
Is There More Than One Income Beneficiary? (number of other people to receive income):
Is the ‘Second’ Income Beneficiary a Spouse? If not, the tax benefits may differ

What’s His/Her Date of Birth MM/DD/YYYY?

Any Background Comments or Concerns?:

Type and Description of Asset Contributed?

Background Comments on Asset:

Asset’s Fair Market Value $$:
Asset’s Tax Basis $$:
Current Pre-Tax % Return on Contributed Asset

(What Does it Earn and/or Appreciate Annually):

Check only if the asset is mortgaged or encumbered

Check if asset is owned by an individual (not corporation or partnership)

Check if the charitable beneficiary/ies is/are public charities or 501(c)3 organizations

OR (select either the private or public charity box, not both)

Check if the charitable beneficiary/ies is/are private charities or family foundations

(do you want your family to control the charitable distributions?)

Check if a “Zero Estate Tax Plan” is a desired goal

(assets that otherwise would go to the IRS are redirected to family philanthropies)

Check if a retirement plan or IRA is a significant part (50%+) of the estate’s assets

Check if the estate’s assets exceed $1,500,000

Check box if you are satisfied that your estate plan, trust or will has eliminated all unnecessary taxes and is currently up to date

Check box if there are family heirs to protect with a wealth replacement trust

(using insurance or other gifted assets to replace wealth transferred to charity)