Sentence examples for gift trust from inspiring English sources

Comprehensive income, gift, trust and estate tax return preparation and planning are also standard fare for many trust companies.

Stuffing 529 college savings accounts or funding a gift trust are two ways to prepare your heirs for college.

With a gift trust, there's a technical 30-day window of opportunity at age 18 for the child to access the funds directly.

With a gift trust, you have more flexibility in what the funds are eventually used for because it can be broadly drafted for other purposes besides higher ed, such as boarding school, travel or buying a first house.

I had a gift trust from my great-grandfather and he started it for all the great grandkids and it was basically stocks.

Besides those accounts, the Wongs also have $7,000 in an annuity for Nathan's college fund and $3,000 in his 40-year gift trust, in which they put $100 every month.

In general, only Office of Development (OOD) may accept gifts (e.g., cash, property, charitable gift trusts or other types of assets) on behalf of the university.

There are state-sponsored 529 college savings plans, fancy gift trusts for education and plain old vanilla taxable savings accounts.

These riders effectively eliminate the need to create, pay for and administrate separate gift trusts until the death of the insured.

Through capital gifts, matching gifts, annual fund gifts, planned giving (trusts and bequests), real estate gifts, and many other vehicles, these generous souls ensure that F&ES will remain the world's leading environment school.

They use clever mixtures of gifts, trusts, offshore companies and dodges such as "die-to-win" life insurance to keep the money in the family.