The Swiss Army Knife of Wealth Transfer Techniques
The charitable remainder unitrust lets you defer capital gains tax on highly appreciated assets, make a meaningful gift to charity, and realize a tax-favored stream of income.
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Trust services offered through Fieldpoint Private Trust, LLC, a public trust company chartered in South Dakota by the South Dakota Division of Banking, and an affiliate of Fieldpoint Private Bank & Trust, under common ownership.
Nicholas Bertha
President, Fieldpoint Private Trust, LLC