Charitable Remainder Unitrusts
A charitable remainder unitrust is for you if ...
- You want to make a significant gift to us while retaining or increasing your income.
- You hold securities, a business, or investment real estate, and want to avoid the capital gains cost of a sale.
- You want the opportunity for your income to grow over time.
- You desire maximum flexibility in the operation of your gift.
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To learn more about charitable remainder unitrusts, Email us, complete the Information Request Form, or call us at 213-972-3333, select Gift and Estate Planning so that we can assist you.
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