Tandem Trusts
Original Author: Occhipinti, Michael The author reviews case studies in which donors used a charitable remainder trust in tandem with a charitable lead trust to transfer wealth and achieve financial...
View ArticlePanacea for Estate Planners: Situations When a CRUT Beats a Stretch IRA
Original Author: Hoyt, Christopher The author advises estate planners to consider a charitable remainder unitrust as a potential beneficiary of a retirement plan account any time a client expresses...
View ArticleCan Beneficiaries Receive Larger Payments From a Net Income Trust?
Original Author: Murray, Arthur W. Charities may benefit from a little known new power of adjustment for trustees in states where the revised Principal and Income Act has been adopted, especially...
View ArticleCombining CLTs and CRTs to Benefit Donors and Charities
Original Author: Baker, Gregory W. This session will offer a brief overview of the basics of charitable lead trusts and charitable remainder trusts, focusing on a discussion of advanced issues such...
View ArticleWhen the Charitable Remainder Trust Turns Sour
Original Author: Jackson, James There have been many seminars on the advantages of charitable remainder trusts. But when the CRT doesn?t work out, can you get out of these irrevocable trusts? If so,...
View ArticleCharitable Remainder Unitrusts and Annuity Trusts: The Fundamentals and Beyond
Original Author: Smith, Winton This session explains the charitable remainder unitrust and annuity trust. Topics covered include the best way to identify a prospect for this type of gift, the...
View ArticleEthical Gotchas in Planned Giving
Original Author: Baker, Gregory Charitable remainder trust planning involves several disciplines. This session will use several real-life examples from the presenter's experience with more than...
View ArticleCRTs in Midlife Crisis: Terminating, Accelerating and Fixing Charitable...
Original Author: Newman, David Wheeler Most gift planning focuses on the initial design and implementation of a gift plan. But planners also need to know the alternatives if a course correction is...
View ArticleWhatever Shall We Do With Blackacre? Four Charitable Alternatives
Original Author: Howes, Russell N. This session provides a review of various gift techniques that can be applied to real estate gifts, including outright gifts of real estate, bargain sales, and...
View ArticleSix Ways to Use CRTS with Small Business Owners
Original Author: Baker, Gregory W. According to IRS statistics, small businesses represent nearly one third of the value of affluent decedents' estates. CRT planning for small business owners is a...
View ArticleTandem Trusts
Original Author: Occhipinti, Michael The author reviews case studies in which donors used a charitable remainder trust in tandem with a charitable lead trust to transfer wealth and achieve financial...
View ArticlePanacea for Estate Planners: Situations When a CRUT Beats a Stretch IRA
Original Author: Hoyt, Christopher The author advises estate planners to consider a charitable remainder unitrust as a potential beneficiary of a retirement plan account any time a client expresses...
View ArticleCan Beneficiaries Receive Larger Payments From a Net Income Trust?
Original Author: Murray, Arthur W. Charities may benefit from a little known new power of adjustment for trustees in states where the revised Principal and Income Act has been adopted, especially...
View ArticleCombining CLTs and CRTs to Benefit Donors and Charities
Original Author: Baker, Gregory W. This session will offer a brief overview of the basics of charitable lead trusts and charitable remainder trusts, focusing on a discussion of advanced issues such...
View ArticleWhen the Charitable Remainder Trust Turns Sour
Original Author: Jackson, James There have been many seminars on the advantages of charitable remainder trusts. But when the CRT doesn?t work out, can you get out of these irrevocable trusts? If so,...
View ArticleCharitable Remainder Unitrusts and Annuity Trusts: The Fundamentals and Beyond
Original Author: Smith, Winton This session explains the charitable remainder unitrust and annuity trust. Topics covered include the best way to identify a prospect for this type of gift, the...
View ArticleEthical Gotchas in Planned Giving
Original Author: Baker, Gregory Charitable remainder trust planning involves several disciplines. This session will use several real-life examples from the presenter's experience with more than...
View ArticleCRTs in Midlife Crisis: Terminating, Accelerating and Fixing Charitable...
Original Author: Newman, David Wheeler Most gift planning focuses on the initial design and implementation of a gift plan. But planners also need to know the alternatives if a course correction is...
View ArticleWhatever Shall We Do With Blackacre? Four Charitable Alternatives
Original Author: Howes, Russell N. This session provides a review of various gift techniques that can be applied to real estate gifts, including outright gifts of real estate, bargain sales, and...
View ArticleSix Ways to Use CRTS with Small Business Owners
Original Author: Baker, Gregory W. According to IRS statistics, small businesses represent nearly one third of the value of affluent decedents' estates. CRT planning for small business owners is a...
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