C.A.R.E.TM

Asset Repositio

n

Charitable

Asset

Repositioning

Estate Plan

WEALTH REMAINDER TRUST (OPTIONAL)

CHARITY

CHARITABLE REMAINDER TRUST

Income For Life

Charity Receives Transfer Upon Death

Excess Income From Tax Savings/RMD’s

CHILDREN/HEIRS OF DONORS

DONOR

Most clients have the same issues

• Fully taxable IRA/401K• Minimum distribution strategy• No tactical estate plan or exit strategy• Desire to shelter wealth from taxes and

probate

• Maximum current tax savings• Higher current income• Tax free wealth transfer• And the best part of it all…

These benefits are now possible with the C.A.R.E Program

• Leave money to charity• Accommodate for future tax law

changes

• Utilize the “ 2-tier” trust strategy• Enhance inheritance for children and

beneficiaries

Clients can now…

$$

$ $$ $

DONOR

Immediate income comes

back to the donor$ $

$$

$

$

$

CHARITABLE REMAINDER TRUST

Virtually any asset can be placed in a

In addition to the income, an immediate tax deduction may be

generated as high as 30%-50% of the deposit in the trust.

Charitable Remainder Trust

CHILDREN/HEIRS OF DONORS

WEALTH REMAINDER TRUST

Wealth transfers directly to beneficiaries without

taxation or probate

The C.A.R.E.. Program delivers the “2-tier” trust strategy directly to the client with you the advisor in control of the assets...

The estate plan is turn-key and fully automated and includes tax advisory at a

small fraction of the normal cost.

You maintain the relationship for life while adding significant

value to your clientele.

The C.A.R.E. Program does not act as a tax advisor. You are advised to seek out the assistance of a tax professional before implementing the C.A.R.E Program.