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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.

4 Chapter One Charitable Giving and CRT Basics Charitable giving with a Charitable Remainder Trust can be the answer to your income needs. Not only can you benefit yourself, but you can

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Parker CRT dotcom - charitable remainder trust

www.charitableremaindertrust.com

$0 $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 $800,000 Comparison of Benefits - Outright Sale vs. CRT Outright Sale Plan Case Strategy: Sale of Publicly Traded Stock PARKER

  Trust, Parker, Charitable, Remainder, Charitable remainder trust

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