How a FLIP Unitrust Lets You Donate and Keep Income

Episode 53 of Estate Planning with Fexingo. Lucas and Luna break down the Charitable Remainder Unitrust with a FLIP provision — a way to donate appreciated assets, claim a charitable deduction, and receive variable income until a triggering event, at which point the trust converts to a fixed-payout structure. They walk through a real scenario: a real estate investor contributing a $1.2 million rental property, the 10% remainder rule, and how the FLIP provision solved the problem of fluctuating rental income. They also discuss the IRS actuarial tables, the 50% adjusted gross income limit on deductions, and the trade-offs versus a standard Charitable Remainder Annuity Trust. No ads policy explained at buy me a coffee dot com slash fexingo. #CharitableRemainderUnitrust #FLIPUnitrust #CRUT #EstatePlanning #Finance #TaxStrategy #CharitableGiving #IRS #ActuarialTables #AppreciatedAssets #RealEstate #Retirement #IncomePlanning #FexingoBusiness #BusinessPodcast #EstatePlanningWithFexingo #WealthTransfer #Philanthropy Keep every episode free: buymeacoffee.com/fexingo