CRTs can offer substantial income tax and estate tax advantages.
There are several advantages to using a charitable remainder trust. If you have an asset that is already highly appreciated, or anticipate will highly appreciate in the future, this is a way to keep those assets and appreciation out of the grantor’s estate, and yet the grantor gets to keep a string on the value of the assets through an annual payout. It’s one of the few areas where the grantor can get the assets out of their estate and yet retain income off of those assets for the rest of their life. From the charitable deduction for income tax purposes to deferral of capital gains, this video reviews the different advantages that a charitable remainder trust can offer.
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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