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Tax-Wise Charitable Remainder Trust Planning

Getting it right; fixing up the other guy’s mistakes.

When it comes to charitable remainder trusts (CRTs), Groucho Marx’s line from the 1930 movie Duck Soup is instructive: “Why, a four-year-old child could understand this report. Run out and find me a four-year-old child.  I can’t make head or tail out of it.”1

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