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IRS’s Specimen Charitable Remainder Unitrusts

 

 NEW SPECIMEN CRUTS FROM IRS

"The IRS has done yeoman’s service in publishing specimen safe-harbor charitable remainder unitrust agreements for inter vivos and testamentary trusts. The specimens update, improve and greatly expand on those previously issued by the IRS. The Service gives copious annotations on the underlying law and supplies alternative provisions." Read more 

IRS SPECIMEN INTER VIVOS CRUT:

1.  PAYMENTS FOR ONE MEASURING LIFE   

    Annotations and Alternative Provisions, Rev. Proc. 2005-52

2.  PAYMENTS FOR A TERM OF YEARS

    Annotations and Alternative Provisions, Rev. Proc. 2005-53

3.  PAYMENTS FOR TWO MEASURING LIVES —     

     PAYABLE CONSECUTIVELY  
    Annotations and Alternative Provisions, Rev. Proc. 2005-54

4. PAYMENTS FOR TWO MEASURING LIVES

    PAYABLE CONCURRENTLY AND CONSECUTIVELY
    Annotations and Alternative Provisions, Rev. Proc. 2005-55

 

IRS SPECIMEN TESTAMENTARY CRUT:

5. PAYMENTS FOR ONE MEASURING LIFE 

   Annotations and Alternative Provisions, Rev. Proc. 2005-56

6. PAYMENTS FOR A TERM OF YEARS

   Annotations and Alternative Provisions, Rev. Proc. 2005-57

7. PAYMENTS FOR TWO MEASURING LIVES —    
    PAYABLE CONSECUTIVELY
   Annotations and Alternative Provisions, Rev. Proc. 2005-58
8. PAYMENTS FOR TWO MEASURING LIVES —   
    PAYABLE CONCURRENTLY AND CONSECUTIVELY
   Annotations and Alternative Provisions, Rev. Proc. 2005-59

 

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