IRS’s Specimen Charitable Remainder Unitrust

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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