Forbes

Charitable Remainder Annuity Trust Opportunities Under Rising Interest Rates

For various reasons, the charitable remainder annuity trust has long been underutilized as a gift planning vehicle. At any given moment there may be somewhat over a hundred thousand split interest ...
Nasdaq

Retirement and Philanthropy: Charitable Remainder Trusts (CRTs)

Gone are the days when retirement meant just relaxing on a beach or spending endless hours on a golf course. Nowadays, many retirees are looking to contribute positively and find meaning by supporting ...
Insurancenewsnet.com

Charitable Remainder Trusts

A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or other beneficiaries, with the remainder of the donated assets ...
The Chronicle of Philanthropy

Surge of Remainder Trusts Seen as Baby Boomers Age

The oldest of America’s 72 million baby boomers are turning 68 this year, the average age at which individuals create charitable remainder trusts. That’s likely to produce a surge in such gifts during ...
Financial Planning

The tax advantages of charitable remainder trusts — and the risks

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.
Forbes

Charitable Remainder Trusts Plus ILITs: A Wealth Strategy For Highly Appreciated Asset Sales

Investors, business owners and real estate holders today face a critical dilemma when exiting highly appreciated assets: how to manage capital gains tax, retain income and preserve generational wealth ...
JD Supra

Charitable Remainder Unit Trust (“CRUTS”) and Cryptocurrencies

On January 3, 2009, an alternative currency was born, known as Bitcoin—a cryptocurrency or virtual currency secured through digital blockchain technology, allowing electronic monetary transactions ...
Bow Doin Polar Bears

Charitable Remainder Trusts

Charitable Remainder Trusts (CRTs) are irrevocable trusts with two separate interests: an income interest that provides the donor and/or one or more beneficiaries designated by the donor with fixed or ...
esa.org

Charitable Remainder Trusts

There are two different types of charitable remainder trusts. Susan and Fred know what hard work is all about. And they have the rewards as a result. Susan: “I was one of the lucky ones. It was a very ...
Smart Business Magazine

Charitable remainder trusts

Charitable giving can help individuals accomplish many objectives, not the least of which is the satisfaction that can come from helping others. Though it may seem difficult for many donors to ...
Boston College

Charitable Remainder Trusts

In exchange for cash, securities, real estate, or tangible assets you and/or your beneficiaries will receive an income stream for life or a fixed term of years. At the passing of the named ...