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This session will explore the NIMCRUT and its close cousin, the Flip-CRUT in some detail, highlighting the NIMCRUT’s use in philanthropic planning. Additionally, the session will review suitability, investment approaches, administration, and pitfalls arising from the selection of the NIMCRUT format.
Learning Objectives:
Evaluate the NIMCRUT in contrast to other charitable remainder trust alternatives
Differentiate between investment choices and their impact on NIMCRUT beneficiary distributions
Assess the suitability of a NIMCRUT for a given client fact pattern
Speaker(s):
Mr. Ted
R. Batson,
J.D., M.B.A, CPA,
Partner/Tax Counsel,
CapinCrouse LLP