Transcription of Charitable Remainder Trust
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Charitable Remainder Trust
Charitable Remainder TrustPlanning GuideTable of ContentsLegal Stuff .. 1 Intoduction .. 2 Chapter 1: CRT Basics and Background .. 4 Chapter 2: Tax Advantages .. 5 Chapter 3: Establishing a CRT ..9 Chapter 4: Funding a CRT ..12 Chapter 5: Types of Charitable Trust s ..13 Chapter 6: Third Party Administrator ..15 Chapter 7: Donor Advised Funds ..17 Chapter 8: The Private Foundation ..18 Chapter 9: Wealth Replacement Trust ..19 Chapter 10: Second to Die Life Insurance ..20 Chapter 11: Assets you can t put inside a CRT ..21 Request form for a CRT Proposal ..22 Copyright 1998-2008 All Rights Reserved1 Legal S tuffThe information contained in this guide is for educational purposes only, it is not intend-ed to be professional tax or legal advice; con-sult a tax advisor about your specific situation. We also reserve the right to refuse to generate a proposal or report for any situation we feel is not appropriate for a Charitable Remainder Trust .
5 Chapter Two Tax Advantages The CRT tax advantages, this is the area that drives most people to begin looking into a CRT. First off, you need to realize that your contributions made to a Charitable Remainder Trust are irrevocable.
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