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Plan C3 Charitable Remainder Trust with Life Insurance Replacement Trust Example
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Text in this example:
DEATH YOUR ASSETS Charitable Remainder Trust Irrevocable Trust with Life Insurance For Charity For Heirs Specified Gift Income During Life Gifts equal to
or exceeding
premiums due. Life Insurance
Proceeds Notice of rights to gift Refusal of gift Trustee pays
insurance premium Remainder No Estate Tax
No Probate
or exceeding
premiums due. Life Insurance
Proceeds Notice of rights to gift Refusal of gift Trustee pays
insurance premium Remainder No Estate Tax
No Probate