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A trust is a legal entity that holds money and assets for future distribution or management. For example, you might create a trust for your children's college education, putting money into it ...
Trust distributions might be taxable, with the tax liability potentially varying based on factors such as the type of trust, the kind of distributions, and a beneficiary's tax bracket. With the ...
The U.S. generation-skipping transfer tax (a.k.a. "GST tax") imposes a tax on both outright gifts and transfers in trust to or for the benefit of unrelated persons who are more than 37.5 years younger than the donor or to related persons more than one generation younger than the donor, such as grandchildren. [1]
A charitable remainder unitrust (known as a "CRUT") is an irrevocable trust created under the authority of the United States Internal Revenue Code § 664 [1] ("Code"). This special, irrevocable trust has two primary characteristics: (1) Once established, the CRUT distributes a fixed percentage of the value of its assets (on an annual or more frequent basis) to a non-charitable beneficiary ...
The Wealth Transfer Group owns a patent covering different methods for managing SOGRATs. A SOGRAT is a GRAT that is at least partially funded with stock options.The patent number is U.S. patent 6,567,790, and is entitled "Establishing and managing grantor retained annuity trusts funded by nonqualified stock options".
You can calculate this ratio by adding up the value of your investments (not including your home equity) and dividing that by your net worth. Generally, you want this ratio to be at least 50% ...