Unitrust and Special-Needs Trust
A unitrust and special-needs trust is a plan that will provide payments from a charitable remainder trust fund to a special-needs trust, which will support your loved one and also leave a lasting gift to further the mission of AFA Foundation.
If you are looking for a way to provide for a loved one who has special-needs, and also make a gift to us, a charitable remainder unitrust and a special-needs trust arrangement could help you achieve your objectives.
Benefits of a unitrust and special-needs trust
- Establish a way to provide for your loved one.
- Avoid capital gains if the unitrust is funded with appreciated assets.
- Receive an immediate charitable income tax deduction for the charitable portion of the unitrust.
- Leave a legacy gift to our organization.
Unitrust and special-needs trust video
How a unitrust and special-needs trust works
- You transfer cash or assets to fund a charitable remainder unitrust.
- The unitrust is invested and will make payments to the special-needs trust for your loved one's lifetime or a term of up to 20 years.
- You receive an income tax deduction in the year you transfer your assets to the unitrust.
- Our organization benefits from what remains in the unitrust after all payments have been made.
Contact us
If you have any questions about how a charitable remainder unitrust and special-needs trust work, please contact us. We would be happy to assist you and answer any questions you might have.
