Charitable Remainder Trust Presentation
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Benefits of a Charitable Remainder Trust
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Charitable Remainder Trust Presentation
- 24. Charitable Remainder Trust John & Mary
- 25. Charitable Remainder Trust John & Mary Asset placed in Trust CRT Income Trust
- 26. Charitable Remainder Trust John & Mary CRT Income Trust Income for life
- 27. Charitable Remainder Trust John & Mary, Deceased CRT Income Trust 501(c)(3) Charity Receives remainder
- 28. Charitable Remainder Trust John & Mary, Deceased CRT Income Trust The transaction is a gift to the end Beneficiary, subject to the retained right to income for a number of years. 501(c)(3) Charity Receives remainder
- 33. Charitable Remainder Trust PLUS John & Mary Income for life Asset placed in Trust Charitable Remainder Trust
- 34. Charitable Remainder Trust PLUS John & Mary Income for life Asset placed in Trust Charitable Remainder Trust From extra income, invest small Gifts into Trust Life Insurance Trust
- 35. Charitable Remainder Trust PLUS John & Mary Family Receives $3,000,000 Charity Receives $3,000,000 No Death Taxes!! Income for life Asset placed in Trust Charitable Remainder Trust From extra income, invest small Gifts into Trust Life Insurance Trust
- 40. CRT Variations: NIMCRUT John & Mary, Deceased CRT Income Trust More flexibility on distributions vs. pushing growth inside the CRT John & Mary 501(c)(3) Charity Receives remainder
- 47. Another twist Charitable Lead Trust John & Mary Asset placed in Trust Charitable Lead Trust
- 48. Another twist Charitable Lead Trust John & Mary Income Charitable Lead Trust
- 49. Another twist Charitable Lead Trust John & Mary Charitable Lead Trust Children Receive Remaining assets
- 50. Basic Estate Tax Planning John’s Death Mary’s Death IRS Supermarket John’s RLT Mary’s Living Trust Children Family Trust plus Mary’s coupon, tax free; Estate Taxes on all over that Family Trust (coupon) Mary’s Living Trust Marital Trust
- 51. Basic Estate Tax Planning plus a Testamentary CLT Children Family Trust IRS Supermarket Mary’s RLT Marital Trust Mary’s RLT John’s RLT Charitable Lead Trust
- 57. Thanks for Attending Please Complete the Feedback Form
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