Wealth Enjoyment Options Bruce Udell. © Copyright All Rights Reserved Wealth Enjoyment, LLC Charitable Lead Unitrust Wealth Enjoyment Options.

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Presentation transcript:

Wealth Enjoyment Options Bruce Udell

© Copyright All Rights Reserved Wealth Enjoyment, LLC Charitable Lead Unitrust Wealth Enjoyment Options

Charitable Lead Unitrust  Assets eventually can be transferred to children with estate and gift taxes dramatically reduced or eliminated  Unlike a CLAT (Charitable Lead Annuity Trust), a CLUT can be used effectively with “generation skipping” planning to benefit multiple generations of the grantor’s family without estate taxes or generation skipping transfer taxes  Income stream for grantor’s favorite charity (which could include grantor’s private foundation) Key Benefits: © Copyright All Rights Reserved Wealth Enjoyment, LLC  Can be used effectively with other planning techniques to enhance results

Favorite Charity ( Total received $1,715,000) 12% of principle for 14 years ($120,000 in yr 1) © Copyright All Rights Reserved Wealth Enjoyment, LLC Bob Gift Asset worth $1,000,000 Charitable Lead Unitrust$1,00 0,000 Taxable Gift $167,016 Remainder to children after 14 years Trust for Children $1,046,000 at end of yr 14 Assumptions: 14% Return on Assets 5% Applicable Federal Rate Charitable Lead Unitrust

This presentation is intended solely for the purpose of illustrating conceptually how a particular estate planning technique might work, based on various assumptions. Whether the planning technique is appropriate for you will depend on your goals and your specific situation. This presentation has been prepared to accurately reflect existing tax and regulatory laws in effect at the time of creation, and it assumes the continuation of such laws. However, the information in this presentation should not be interpreted as legal or tax advice, and the viewer is strongly encouraged to seek guidance from his or her own legal and tax advisors concerning legal and tax consequences of the planning technique. Any amounts shown that relate to life insurance are hypothetical in nature and are not guaranteed. Any assumed investment returns shown are based on hypothetical investments The following notice is required by the IRS: Any U. S. federal tax advice contained in this communication is not intended to be written or used, and cannot be used or relied upon, to avoid tax-related penalties under the Internal Revenue Code, or to promote, market or recommend to another any tax-related matter addressed herein. © Copyright All Rights Reserved Wealth Enjoyment, LLC