Financial and Tax Professionals
Turnkey Family Foundation Program
Gift
Plans:
Charitable
Trusts -
A Special Way to Fund your Family
Foundation
A Charitable Remainder Trust (CRT) is an excellent tool for couples and individuals with highly appreciated, low income-yielding assets, who want or need additional income for life. The trust works quite simply. You transfer money, stock, or other property to your CRT. The trust then pays you and/or your spouse (and sometimes children) annual income.
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In addition to the lifetime of income, the CRT offers a number of benefits:
- The donor receives a substantial federal income tax deduction upon the creation of the trust.
- No capital gains tax liability is incurred upon the transfer of appreciated property to fund the trust.
- Placing property into a CRT reduces the estate, resulting in lower estate taxes.
- The plan provides great asset protection for the donor and his or her family.
- The trust can diversify investments.
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