Can the income payments increase over time in a CRT?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can the CRT support social justice grantmaking in perpetuity through a field-of-interest fund?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools offering tax benefits to donors while simultaneously supporting charitable causes. The …
Can the CRT remainder fund a micro-grant program?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while receiving an income …
Can the CRT limit support to programs within a specific zip code?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can the CRT include an emergency withdrawal clause for extreme need?
Community Property Trusts (CRTs), while designed for long-term asset management and distribution after one or both spouses pass away, aren’t …
Can the CRT distribute income to a charitable remainder annuity trust in succession?
The question of whether a Charitable Remainder Trust (CRT) can distribute income to a Charitable Remainder Annuity Trust (CRAT) in …
Can the CRT allow for media coverage restrictions during remainder disbursement?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool, allowing individuals to donate assets to charity while receiving …
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Starting on Jan. 1, 2018, the Tax Cuts and Jobs Act (TCJA) doubled the estate tax exemption to $11.2 million …
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But who gets the lake house, and who takes over the stock portfolio?. I am looking for a brilliant trust …
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Periodic Reviews:Estate planning is not a one-time task; it’s a processReview your plan regularly, especially after major life eventsSome common …