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The CRT Trustee Six-Pack

Investing guidelines to build your fiduciary fitness.

Trusteeship of split-interest trusts such as charitable remainder trusts (CRTs) can be complicated due to beneficiaries’ competing interests. The income beneficiary may seek to maximize a stable, tax-efficient income stream during their life, while the charity’s interest is in the long-term growth to maximize the remainder. In our experience managing CRT investments, we’ve identified six investment-related strategies that can help mitigate fiduciary risk:

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