Take a look at the legal framework.
The basic idea behind a charitable remainder trust is to disburse income to the beneficiaries of the trust for a certain amount of time and then the remaining balance goes to the charity specified. Charitable remainder trusts need to have five key elements – watch this video for a review of those elements and the tax characteristics of retained income interest.
Agenda
Faculty
William R. Hayes
Hayes & Wilson, PLLC
- Managing partner at Hayes & Wilson, PLLC in Houston, Texas
- Specializes in estate planning, probate, guardianship, elder law, and charitable giving
- Frequent speaker on estate planning and disability planning
- Board certified in estate planning and probate by the Texas Board of Legal Specialization
- President’s Award, Houston Bar Association
- Life Fellow, Texas Bar Foundation
- J.D. and B.B.A. degrees, Southern Methodist University
- Can be contacted at 713-880-3939 or [email protected]
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