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28 Sep 2006 | Bequest | National Publication | Case study | 5 comments
Case Study: A Twice-Blessed Gift
A Presentation Case Study
 Annie Arnold is a retired day school administrator with a modest estate. In this case study, Annie shows that with a testamentary trust and a little time, a little can go a long way for both her family and charity.
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27 Sep 2006 | Bequest | National Publication | Case study | 7 comments
Case Study: Testamentary Planning for the Retired Professor
A Presentation Case Study
 Ken Kotter is a retired fine arts professor who desires to leave a lasting legacy for his family and charity. In this presentation case study, Professor Kotter revises his will to endow a scholarship fund at his college and create two testamentary charitable remainder...
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Define: Bequest

A bequest is generally any gift of property by means of a will, including a devise or a legacy.

 

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Case Study: Testamentary Planning for the Retired Professor

"I still believe hat if te donor is presented all facts a CRUT has more advantages." from Fernando Gutierrez.
"In this particular case Kotter desired to give his sister' a fixed $1,000 a month, and rejected the use of a CRUT." from Richard Bailey.
"Nice to see what can be done with a bit of creative thinking. I have a question, though. The text describing the plan states that 25% of the estate..." from Dennis Howie.
"The $250K is for each sister and the $250K is for each child, thus $500,000 for the sisters and $500,000 for the children." from Valerie Olney.
"I had the same question until I remembered that there are two children and two sisters, then it all adds up." from Cecil Myers.
"The problem with a set dollar amount of monthly income is that it loses value over time due to inflation. After 10 years the buying power of $1000 a..." from Kathleen Bryan.
"I can make a position that a CRUT with a make-up provision is a option that should be considered. The stock market is unpredictable and money..." from Fernando Gutierrez.

Case Study: A Twice-Blessed Gift

" This is a great name for the concept. Could the gift be more maximized by the use of life insurance? The existing asset during her life could..." from Ryan Clodfelter.
"Assuming she is in an effective tax bracket of 30%, then the gross return on netting 6% annually is 8.5%. This should be a relatively safe long term..." from Melvyn Lieberman.
"Could this be done using a CGA? If so, how would it be done?" from Janet Niemi.
"What would be the estimated timeline for the completion of this type of transaction?" from brian jones.
"Generally it takes about 11-12 years depending on how the trust is invested. Investment professionals like this because they manage the funds over..." from Richard Bailey.