Who Can Benefit

Putting at least 40% more of your clients money under management is good for your client and for you .

Learn More!

Putting at least 40% more of your clients money under management is good for your client and for you .

Learn More!

Can You Benefit from a Tax-Exempt Trust?

A tax-exempt trust is not for everyone, however, if your circumstances are such that one of the many options does work, the money you can pass to heirs will be substantially increased. Read below for several different ways a tax-exempt trust can be of benefit.

Any person(s) that has:

1) a highly appreciated (or depreciated) asset(s),

2) worth at least $200,000 that will be subject to capital gains tax if sold.

3) Usually the asset is real estate, a business, or stocks but could be almost any asset of value.

4) Selling the asset and reinvesting the income would bring greater annual income but the owners are hesitant because of the capital gains tax.

If you have any questions about if a tax-exempt trust is right for you, please give us a call. Premier Administration can help you plan for most any circumstance.

Varying Circumstances that will work :

A Married Couple

Married couples are prime candidates for a tax-exempt trusts. Your trust can be set up to last through the end of the second spouse to die. You can even have the trust last for another 20 years past that, with the investment income going to your heirs. Call us for details.

An Individual

Any individual can set up a tax-exempt trust for his or her life plus 20 years.

A Father/Mother and a Son/Daughter

A father or mother along with a relative can set up a tax exempt trust. If the persons setting up the trust don't own the asset to be put into the trust equally there may be gift tax consequences. Call us for more information.

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