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.
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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