Charitable Remainder Trusts

| CRTs | WRTs | Probate | Medicare | CFPs | Glossary |





Where is the box for TAXES ?
(Oh, did we forget to mention that your heirs also RUN THE CHARITY !)

Individuals considering a charitable remainder or lead trust need to understand that their financial goals can be met without interfering with their family's security. Heirs can be protected and families united as they redirect their social capital. Develop your potential for economic citizenship.


• Avoid Estate and Capital Gains Taxes, Reduce Income Taxes
• Use a CRT as a Discretionary Pension Plan and Avoid the 15% Excise Tax
• Increase Retirement Income with a NIMCRUT or Spigot Trust
• Real Estate, Stock Portfolios, Business Assets Repositioned Tax-Free (Lifetime Control of More Capital)
• Coordinate the Control of Your Social Capital with a CRT and Family Foundation by Giving Away the IRS' Money.
• Families with Donative Intent Can Meet Their Financial Goals Within an Integrated Financial and Estate Plan
• Host Workshops and Private Seminars for Nonprofits and Family Groups
  
  

Classic Applications - Is Your Situation Similar?

• A retiring farmer with last year's crop to sell and no expenses to offset income.
• An executive with much of his or her net worth concentrated in employer's company stock and a need to diversify.
• Owners of family businesses with widely scattered heirs likely to sell after inheriting this asset.
• The owner of a closely held business who wants to sell with more favorable tax treatment.
• Corporate stockholders using partial redemptions seeking preferred tax positions.
• Owners of under performing and low-basis non-leveraged real estate or personal property.
• The owner of a highly appreciated stock portfolio who would like to move from growth to income assets.
• The owner of a low income or non-income asset who needs more current income.
• Highly compensated individuals looking to set aside additional retirement savings without IRC section 415 limitations.
• Parents who want to establish a secure source of life-time funding for a disabled or financially irresponsible child.
• Individuals with a history of current giving who would like to create an ongoing family philanthropic program. FOR EXAMPLE: