Is it difficult to establish a Charitable Remainder Trust?
No. An experienced representative of POHAI NANI will work with you and your professional advisors to help you establish a Charitable Remainder Trust. Whats more, youll be able to take advantage of two different types of Charitable Remainder Trusts: • An Annuity Trust pays an annual fixed amount of income of at least 5% of the value of the donated assets when contributed to the Trust. Once established and funded, there can be no further contributions to an Annuity Trust nor can there be any adjustment to the annuity payments as a consequence of market conditions. • A Unitrust pays a fixed percentage (also at least 5%) of the Trust principal as revalued annually. If the Trust principal grows, the payment of income grows proportionately at the stated rate as a hedge against inflation. Certain Unitrusts may be appropriate to receive gifts of real estate in order to enable individuals to increase income productivity from this type of investment, avoid tax on the long-term capital gain and p
