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Sample Declarations of Trust and Alternate Provisions that Meet the Requirements for a Testamentary Charitable Lead Annuity Trust
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Sample declarations of trust and alternate provisions that meet the requirements for a testamentary charitable lead annuity trust; with annotations
Contract Clauses, Annotated Forms
Estates & Trusts, Tax
Stocker and Rikoon on Drawing Wills and Trusts
PLI Item #:
"Sample Declarations of Trust and Alternate Provisions that Meet the Requirements for a Testamentary Charitable Lead Annuity Trust"
"Sample Testamentary Charitable Lead Annuity Trust"
Charitable lead beneficiary requirements
Unrelated business taxable income
Generation-skipping transfer tax
Annuity Period for the Life of One Individual
Apportionment of the Annuity Amount in the Discretion of the Trustee
Annuity Amount as a Specific Dollar Amount
Designation of an Alternate Charitable Beneficiary in the Trust Instrument
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