*
Your Name
Firm
*
Phone (with area code)
*
Email (please type carefully)
Trust Facts & Assumptions
*
Type of Trust (CRUT, NIMCRUT, or CRAT)
*
Payout Rate (annuity amount if CRAT)
*
Current Value of Trust
Income Beneficiary Facts
*
Date of Birth (client 1)
Date of Birth (client 2)
Present Value Comparison
For an analysis comparing the value of selling the CRT income interest
to that of keeping the CRT, please provide the following:
(there is no charge for this analysis):
Expected Return on Trust Assets (%)
Client State of Residency
Ordinary Tax Bracket (%)
Comments or Questions
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