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C.A.R.E. TM. A s s et R e p o si t i o n. DONOR. C H ARI T A B LE REMAIN D ER T R U S T. C haritable A sset R epositioning E state Plan. I nc o me F o r L i f e. C h a r i ty R e c e i v e s T r a n s f e r U p o n D e a th. C H ARI T Y. - PowerPoint PPT Presentation
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C.A.R.E.TM
Asset Repositio
n
Charitable
Asset
Repositioning
Estate Plan
WEALTH REMAINDER TRUST (OPTIONAL)
CHARITY
CHARITABLE REMAINDER TRUST
Income For Life
Charity Receives Transfer Upon Death
Excess Income From Tax Savings/RMD’s
CHILDREN/HEIRS OF DONORS
DONOR
Most clients have the same issues
• Fully taxable IRA/401K• Minimum distribution strategy• No tactical estate plan or exit strategy• Desire to shelter wealth from taxes and
probate
• Maximum current tax savings• Higher current income• Tax free wealth transfer• And the best part of it all…
These benefits are now possible with the C.A.R.E Program
• Leave money to charity• Accommodate for future tax law
changes
• Utilize the “ 2-tier” trust strategy• Enhance inheritance for children and
beneficiaries
Clients can now…
$$
$ $$ $
DONOR
Immediate income comes
back to the donor$ $
$$
$
$
$
CHARITABLE REMAINDER TRUST
Virtually any asset can be placed in a
In addition to the income, an immediate tax deduction may be
generated as high as 30%-50% of the deposit in the trust.
Charitable Remainder Trust
CHILDREN/HEIRS OF DONORS
WEALTH REMAINDER TRUST
Wealth transfers directly to beneficiaries without
taxation or probate
The C.A.R.E.. Program delivers the “2-tier” trust strategy directly to the client with you the advisor in control of the assets...
The estate plan is turn-key and fully automated and includes tax advisory at a
small fraction of the normal cost.
You maintain the relationship for life while adding significant
value to your clientele.
The C.A.R.E. Program does not act as a tax advisor. You are advised to seek out the assistance of a tax professional before implementing the C.A.R.E Program.
