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Flip Unitrust

Are your appreciated assets, such as stock or bonds producing little or no income? Do you own a second home that has become burdensome?

A gift to a charitable remainder unitrust may be the solution to avoid capital gains tax.

Sale and Unitrust
Property
Cash To Donor From Sale
Income to Donor
Unitrust
BU
Charity image

Benefits of a Flip unitrust

  • Receive income from the unitrust for the rest of your life and future retirement
  • Obtain an income tax deduction that may reduce your tax bill this year
  • Further the work of Boston University with your gift

How a Flip unitrust works

  1. You establish a charitable remainder unitrust with appreciated real estate.
  2. The property is then sold and the sale's proceeds are reinvested.
  3. The trust will provide you with income for the rest of your life.
  4. You receive a charitable deduction this year to offset your tax on the cash proceeds that you receive from the sale.

Contact us

If you have any questions about a flip unitrust, please contact us. We would be happy to assist you and answer any questions you might have.

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© 2018 Crescendo Interactive, Inc. PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.