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

DAFs and private foundations go about helping charities (and those who donate) in different ways. Each comes with its own ...

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

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 ...

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

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 ...

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 ...

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 ...

With a minimum of $100,000, you can establish two types of remainder trusts at BC: Charitable Remainder Unitrust (CRUT): pays a variable stream of income, which is equal to a fixed percentage of the ...

A charitable trust can be set up in different ways and have various tax impacts. Two common types are the charitable remainder trust and the charitable lead trust. There are variations within ...

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.