header image
Home arrow Information arrow Problem Solving with Charitable Trusts
Problem Solving with Charitable Trusts PDF Print E-mail
Feb 22, 2007 at 07:18 PM
 1.    Avoid Long Term Capital Gains taxes on the sole of highly appreciated assets.
 2.  Perpetuate the family business into the second generation tax free.
 3.  Supplement retirement income beyond the limitations of E.R.I.S.A. and T.E.F.R.A.
 4.  Get more money out of your qualified pension plan at retirement tax free.
 5.  Avoid penalty tax due to qualified retirement plan over funding.
 6.    Avoid penalties imposed on distributions prior to age 59 1/2 in qualified plans and Annuities.
 7.  Increase income from low yielding assets
 8.  Generate current income tax deductions which can benefit the donor and increase current giving opportunities to the charities of choice.
 9.  Increase inheritance for heirs.
 10.   Produce a lifetime income stream.
 11.   Protect trust assets from creditors to a certain extent.
 12.   Reduce and/or eliminate the confiscatory federal estate tax in your estate distribution plan.
 13.       Capitalize a new facility for your favorite charity.
 14.   Physicians and patients can capitalize cutting edge technology, medical equipment needs, and facilities of their favorite hospital.
 15.   Sell an appreciated asset tax free to a non-profit organization.  Or a non-profit organization, that is considering acquiring an appreciated asset, can turn the proposed seller's long term capital gains tax into a charitable gift component in the "buy."
 16.       A more flexible alternative to Tax Sheltered Annuities for employees of Non-Profit organizations, Universities, or Public School Teachers.
 17.  Diversify investment portfolios to eliminate risk and increase income without incurring capital gains taxes.

 18.  Make a future gift to a charitable cause of your choice.

19.  Increase your current gifting to the charitable causes of your choice.

Last Updated ( Aug 14, 2007 at 02:43 PM )