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Understanding Charitable Remainder Trusts

August 25, 2017

Should I seek professional assistance?

Yes. If you think a charitable remainder trust would be of value to you and your family, speak with a tax-planning attorney, insurance professional, corporate trustee, investment adviser, CPA, and/or favorite charity. Be sure an attorney experienced in CRTs prepares the documents. …

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August 25, 2017

Benefits of a Charitable Remainder Trust

Convert an appreciated asset into lifetime income. Reduce your current income taxes with charitable income tax deduction. Pay no capital gains tax when the asset is sold. Reduce or eliminate your estate taxes. Gain protection from creditors for gifted asset. Benefit one or more …

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August 25, 2017

So what’s the catch?

There really isn't one. Combining a charitable remainder trust with an irrevocable life insurance trust is a winning formula for everyone -- you, your children and the charity. You convert an appreciated asset into lifetime income, and because you pay no capital gains tax when the asset is sold, …

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