A trust is a fiduciary arrangement where a trustee holds the legal title of property and manages the property for the benefit of the recipient or beneficiary. If you are proposing a trust, choose one of the following from the menu: 

 

• Grantor Retained Unitrust (Illustration)
• Grantor Retained Unitrust (Definition)
• Grantor Retained Trust Calculator
• Grantor Retained Annuity Trust (Illustration)
• Grantor Retained Annuity Trust (Definition)
• Charitable Remainder Trust
• Charitable Lead Trust (Non-Grantor)
• Charitable Lead Trust (Grantor)
• Intentionally Defective Grantor Trust
• Zeroed-Out Grat

   

Note: Your selection in the menu determines which prompts appear on the Trust Information dialog box.

 

 

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