Sale and UnitrustAre your appreciated assets, such as stock, bonds or real estate, producing little or no income? If you sell your appreciated assets, you will pay a large capital gains tax. A sale and charitable remainder unitrust may be the solution to avoid capital gains tax. Sale and Unitrust
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Cash To Donor From Sale
Income to Donor
Unitrust
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Benefits of a sale and unitrust
How a sale and unitrust works
More on sale and unitrustWhen transferring a portion of your primary residence to fund a unitrust, you may apply your one-time home exclusion to reduce or eliminate capital gains tax that would otherwise be due from the sale. Your tax advisor can assist you to determine if you should utilize this strategy. Contact usIf you have any questions about a sale and unitrust, please contact us. We would be happy to assist you and answer any questions you might have. |