The Planning Need
If you own assets with high appreciation potential and seek to transfer them to the next generation, the Middlebury Generation Transfer Trust allows you to minimize gift or estate taxes while seeking to transfer assets to future generations...best for ages 40+.
The Solution
A Middlebury Generation Transfer Trustallows individuals to transfer appreciating assets to family members at substantially reduced gift or estate tax liability in exchange for Middlebury receiving an income stream from these assets for a fixed period of years.
The Generation Transfer Trust offers:
Reduced gift tax or estate tax liability
Long-term annual support of Middlebury
The Generation Transfer Trust attributes:
Sophisticated trust documents with many individual options
Transfer assets to children/grandchilden at reduced gift or estate taxes
Preserve principal of assets for family members
Middlebury receives a fixed or variable income stream from trust assets for fixed period of years
Appropriate for individuals funding the trust with at least $1 million