Transcription of Parker CRT dotcom - charitable remainder trust
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$0$100,000$200,000$300,000$400,000$500,0 00$600,000$700,000$800,000 Comparison of Benefits - Outright Sale vs. CRTO utright Sale P lanCase Strategy:Sale of Publicly Traded StockPARKERMark and Kathy Parker , both 67 years of age, have been retired for two years. While they are living comfortably on theircurrent retirement income, they are concerned about the effects of inflation on their purchasing power in the future. Theywould also like a little extra income for occasional trips and other modest luxuries they currently cannot afford. At the sametime, the Parkers want to leave some inheritance for their children and grandchildren, as well as make a substantial gift to alocal homeless shelter that they have been involved with over the Parkers own $1 million worth of stock in the company where Mark worked for many years.
$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
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