Charitable Giving
Charitable Remainder Trust Pitfalls

Charitable Remainder Trust Pitfalls

Help your clients make significant gifts, provide life income for themselves and save taxes

Advice to Indiana Jones from the Knight of the Holy Grail: “But choose wisely for while the true Grail will bring you life, the false Grail will take it from you.”1


Another knight, the Knight of the Tax Table, tells us that doing a charitable remainder trust (CRT) the right way enables your clients to make significant charitable gifts, provide life income for themselves (and others) and save taxes. Doing

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