Charitable Remainder Trusts Revisited

Many charitably inclined clients abstained from making significant outright donations to charity or creating or funding charitable remainder trusts (CRTs) during the recent economic and tax law uncertainty. They still may be reluctant to donate substantial amounts of assets outright, even with the ongoing economic recovery and limited increased clarity in income and transfer-tax laws.1 Clients may

Many charitably inclined clients abstained from making significant outright donations to charity or creating or funding charitable remainder trusts (CRTs) during the recent economic and tax law uncertainty. They still may be reluctant to donate substantial amounts of assets outright, even with the ongoing economic recovery and limited increased clarity in income and transfer-tax laws.1 Clients may prefer instead to create or fund a CRT to retain the use or availability of

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