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Planning Charitable Remainder Trusts for Maximum Benefit and Flexibility

‐ Jul 28, 2010 12:55pm

Credits: None available.

Obviously, the appropriate charitable remainder unitrust (of the four types) should be chosen at the outset; whether an annuity trust is preferable should also be determined. Consideration should also be given at the CRT's creation on how to keep options so as to get maximum benefits on an early termination.
- Trust selection and drafting techniques
- Contributing life interests in existing CRTs
- Early termination and division of assets between the parties -- maximizing benefits and avoiding IRS''s wrath
- Avoiding pitfalls and patching up the other fellow''s shortfalls


Credits: None available.