While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...

For business owners considering a sale, a charitable remainder unitrust may result in a more favorable financial alternative ...

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for ...

Charitable remainder trusts can be a great option for farmers preparing for retirement, but they don’t make sense for every operation. Farm attorney Matt Folz recently joined the Top Producer ...

One of those strategies is employing a charitable remainder trust (CRT) as the beneficiary of your IRA. This alternative setup offers a blend of charitable giving and tax benefits. Here's how it ...

Thanks to a formula prescribed by federal tax regulations, a high interest rate environment may enhance the benefits of a certain type of trust, the charitable remainder annuity trust (CRAT ...

"You may deplete the trust before it ever reaches your remainder beneficiary." To ensure a remainder is to be inherited, the grantor can choose a charitable lead unitrust (CLUT) instead of a CLAT.

A charitable remainder trust is an irrevocable trust that pays income to the donor or designated beneficiaries for a specified period, after which the remaining assets are transferred to the charity.

Like a CGA, a charitable remainder trust (CRT) provides payments that can be made for a fixed period of up to 20 years or the life of one or more beneficiaries. CRTs also take control of the ...

For clients with highly appreciated assets aiming to transfer part of their holdings to an heir in a tax-efficient way while giving to a nonprofit, charitable remainder trusts could be a fit.