IRS Sample Forms

Charitable Remainder Trusts

• Charitable Remainder Annuity Trusts

  • Sample inter vivos

    • One-life
    • Term of years
    • Two lives, consecutive interests
    • Two lives, concurrent & consecutive interests

  • Sample testamentary

    • One-life
    • Term of years
    • Two lives, consecutive interests
    • Two lives, concurrent & consecutive interests

• Charitable Remainder Unitrusts

  • Sample inter vivos

    • One-life
    • Term of years
    • Two lives, consecutive interests
    • Two lives, concurrent & consecutive interests

  • Sample testamentary

    • One-life
    • Term of years
    • Two lives, consecutive interests
    • Two lives, concurrent & consecutive interests

Charitable Lead Trusts

• Charitable Lead Annuity Trusts

  • Sample testamentary
  • Sample inter vivos (nongrantor & grantor)

• Charitable Lead Unitrusts

  • Sample testamentary
  • Sample inter vivos (nongrantor & grantor)