Tip of the Day

If you want maximum flexibility and maximum effectiveness in your giving, consider a Charitable Remainder Unitrust benefitting Oxford University.

Unitrusts offer you more planning options than any other life-income gift:

  • The unitrust can grow tax-free until an event that you choose (retirement; the sale of a trust asset) begins income payments;
  • The unitrust can pay income to more than one beneficiary;
  • It can pay income for a term of years instead of lifetime -- to help grandchildren with tuition costs, for instance;
  • It can hold a temporarily illiquid asset, such as closely-held stock or commercial real estate;
  • You can choose the trustees of your unitrust.

Read more..., email us, or contact us at 212 377 4900 for more information.