Charitable Remainder Trust

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Charitable Remainder TrustPlanning GuideTable of ContentsLegal Stuff ........................................ ...... ................................ 1Intoduction ........................................ ........................................ ............. 2Chapter 1: CRT Basics and Background ........................................ ....... 4 Chapter 2: Tax Advantages ........................................ ............................. 5Chapter 3: Establishing a CRT ........................................ .........................9 Chapter 4: Funding a CRT ........................................ ...........................12Chapter 5: Types of Charitable Trust s ........................................ ...........13Chapter 6: Third Party Administrator ........................................ ............15Chapter 7: Donor Advised Funds.

3 The goals are: · To give you an understanding of Estate Planning using the Charitable Remainder Trust. · Provide an easy to follow questionnaire that you can use to generate a personalized Charitable

  Planning, Estate, Charitable, Estate planning