The CRT Cycle

The CRT Cycle

Its popularity seems to be correlated with the tax rate on capital gains

In over three decades of working with individual donors, one correlation has appeared constant. The popularity of charitable remainder trusts (CRTs) seems to be correlated with the tax rate on capital gains.  Certainly, there are other factors at work:  a charitable technique that effectively allows for the deferral of tax on capital gains isn’t as popular in years when no one seems to have a gain to defer.  Given the increase in tax rates beginning in 2013, I expect a

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TAGS: Philanthropy
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