annuity leads

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annuity leads
ANNUITY LEAD TRUST

Prepared for David Brown



Original Property 7.00% Lead Trust

Value $1,000,000

Cost $200,000

Gain $800,000 Trust Principal

$1,000,000

Trust To Family

$1,144,866

Term of 10.00 Years







Income to

Transfer Asset to Trust Trust Assets to Family

Gift Tax Deduction Charity





January 30, 2003 Page 1 of 7

This educational illustration is not professional tax or legal advice; consult a tax advisor about your specific situation. See data sheets for assumptions.

ANNUITY LEAD TRUST



Rate of JANUARY 4.2% Years 10.000

The Month

Gift Amount $1,000,000

Gift Date 01/01/2003

Cost Basis $200,000

Donor David Brown

Current Return 8.00 %



Payout Option Annuity Trust Return 8.00 %



Remainder Recipient Family Trust Payout% 7.00 %



Income Tax Rate 40.00 % Payment Frequency Annual







RETAIN ASSET VS. LEAD TRUST COMPARISON



Ord (BeforeTax) 6.00 % Cap. Gain 20.00 %



Ord (AfterTax) 3.60 %

Gift Bracket 0.00 %

Capital Growth 2.00 %



Total Return-1% 4.60 % Estate Bracket 45.00 %

(After Tax With 1% Turnover)



Growth Factor 1.5679 Gen. Skip Tax NO









-- Jan 30, 2003 Page 7 of 7 --

This educational illustration is not professional tax or legal advice; consult a tax advisor about your specific situation.


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