Charitable Remainder Trusts

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Charitable Remainder Trusts

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Author : Peter J. Fagan
language : en
Publisher: Irwin Professional Publishing
Release Date : 1996

Charitable Remainder Trusts written by Peter J. Fagan and has been published by Irwin Professional Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 1996 with Business & Economics categories.

Over the next 30 years, somewhere between eight to ten trillion dollars of assets are going to pass from the generation over 55 to the next generation. The size of this inter-generational transfer is unparalleled in the history of the world. Creative solutions to the impact of estate taxes on the assets being transferred have to be found. One area where a financial advisor can help clients is in gaining an understanding of the positive effects of charitable giving and charitable trusts on estate planning. In Charitable Remainder Trusts, author Peter Fagan outlines information that enables people to make clear decisions about the distribution of their wealth. This book guides the reader through an in-depth look at one of the best strategies for reducing income and estate taxes while benefiting society.

The Power Of Leveraging The Charitable Remainder Trust

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Author : Daniel Nigito
language : en
Publisher: John Wiley & Sons
Release Date : 2009-09-11

The Power Of Leveraging The Charitable Remainder Trust written by Daniel Nigito and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-09-11 with Business & Economics categories.

A practical guide to avoiding accidental philanthropy and controlling your tax destiny Written by Daniel Nigito-a financial services expert whose programs have saved families millions in tax dollars and created millions more for charities across the United States-this timely guide will show you how to use the simple, yet powerful strategy known as "charitable leverage" to regain control of your financial life. This proven approach, which allows you to become a partner with charity while gaining control over your tax destiny and providing for you and your family, taps into the unique tax characteristics of two financial instruments-the Charitable Remainder Trust (CRT) and Cash Value Life Insurance (CVLI)-in order to achieve some amazing goals. Offers insights on increasing your current income while paying less tax on it Discusses how to develop real asset protection without moving your money offshore or using complicated and often questionable tax schemes Details how you can build a personal tax-deductible retirement account that does not interfere with other retirement plans The best way to avoid becoming an accidental philanthropist is by understanding how to make taxes work for you. The Power of Leveraging the Charitable Remainder Trust will show you how to do this and, in the process, add meaning to your money.

Do Well By Doing Good

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Author : Keith E. Gregg
language : en
Publisher: Taylor Trade Publishing
Release Date : 1996

Do Well By Doing Good written by Keith E. Gregg and has been published by Taylor Trade Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 1996 with Business & Economics categories.

Many of today's leading investors are recommending a fast-growing investment called Charitable Remainder Trust or CRT. What makes a CRT so powerful is the philanthropists can finally couple their charitable donations with economic benefit. Do Well by Doing Good lays the foundation for realizing the full potential of CRTs.

Harnessing The Power Of The Charitable Remainder Trust

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Author : Marc D. Hoffman
language : en
Publisher:
Release Date : 1996

Harnessing The Power Of The Charitable Remainder Trust written by Marc D. Hoffman and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1996 with Charitable uses, trusts, and foundations categories.

The Charitable Remainder Trust

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Author : Adam Starchild
language : en
Publisher:
Release Date : 2005-07

The Charitable Remainder Trust written by Adam Starchild and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2005-07 with Business & Economics categories.

This book will acquaint you with the near magical possibilities of a tax-saving, income-producing legal device known as a "charitable remainder trust" or "CRT." Although "CRT" is the currently popular term, these trusts are also known as "life income" and "wealth accumulation" trusts. Both descriptions are accurate - and therein lies the money magic. A CRT is just the thing for a person who wants to avoid capital gains taxes on appreciated property, in pursuit of increased retirement income or seeking estate tax relief. But this trust is also the perfect vehicle to achieve your personal philanthropic goals, while also helping yourself and your family. In fact, while tax savings and income enhancement are central attractions of the CRT, the chief motivation should be the settlor/ donor's charitable intentions. After all, when the final distribution of trust assets is made - and they can have considerable value - the charity of your choice will be the major beneficiary. In the meantime, there is no reason why the objects of your generosity cannot reward their benefactor with a seat on your church board of trustees, or your alma mater's establishment of a scholarship bearing your name. Here is what the creation of a CRT can accomplish for you. Properly drafted, formulated and managed, a charitable remainder trust is an excellent "transfer tax" avoidance instrumentality that can: . avoid completely any capital gains tax payment on your appreciated property, regardless of the original cost basis; . convert your low-yield property into a high income investment guaranteed to provide you and your spouse the financial security of lifetime income, immediate or deferred, with greatly reduced income tax consequences; . serve as a vehicle to receive the "roll over" of your qualified pension plan or Individual Retirement Account (IRA), increasing both retirement income and tax savings; . provide you with an immediate substantial charitable income tax deduction against your taxes for the year in which the CRT is created; . diminish estate and inheritance taxes on the donated property - and avoid the probate mess as well; and . for your heirs, provide a greatly increased inheritance, financed by the tax savings and increased income your CRT will provide. Sounds too good to be true - or to be legal in present day, tax oppressed America? Believe us, it is true.

Harnessing The Power Of The Charitable Remainder Trust

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Author : Marc D. Hoffman
language : en
Publisher:
Release Date : 1999-03-01

Harnessing The Power Of The Charitable Remainder Trust written by Marc D. Hoffman and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1999-03-01 with Charitable uses, trusts, and foundations categories.

Notification To Charitable Beneficiaries Of Charitable Remainder Trusts

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Author :
language : en
Publisher:
Release Date : 1992

Notification To Charitable Beneficiaries Of Charitable Remainder Trusts written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1992 with categories.

Harnessing The Power Of The Charitable Remainder Trust 8th

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Author : Marc Hoffman
language : en
Publisher:
Release Date : 2010-04-20

Harnessing The Power Of The Charitable Remainder Trust 8th written by Marc Hoffman and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-04-20 with categories.

Harnessing the Power of the Charitable Remainder Trust is the definitive learning guide and must have reference for planned giving specialists and professional advisers interested in the design, implementation, and operation of one of the most widely used and flexible charitable gift planning vehicles in use today. Written by Marc D. Hoffman, this fully annotated 348-page treatise contains numerous case studies, examples, code and regulations, and sample documents designed to help the reader understand the legal framework, practical application, design variables and their effect on donors, income recipients, and charitable remaindermen.

Guide To The Administration Of Charitable Remainder Trusts

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Author : David W. Clark
language : en
Publisher: Council for Advancement & Support of Education
Release Date : 1978

Guide To The Administration Of Charitable Remainder Trusts written by David W. Clark and has been published by Council for Advancement & Support of Education this book supported file pdf, txt, epub, kindle and other format this book has been release on 1978 with Charitable uses, trusts, and foundations categories.

Managing Foundations And Charitable Trusts

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Author : Roger D. Silk
language : en
Publisher: John Wiley & Sons
Release Date : 2011-06-09

Managing Foundations And Charitable Trusts written by Roger D. Silk and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-06-09 with Business & Economics categories.

The insider's guide to charitable organizations for donors and their advisors Do you know when to use a private foundation, a donor-advised fund, or a charitable remainder trust or other charitable vehicle? Do you know the different tax benefits, limitations, and control rules for each alternative? Do you have an appropriate investment policy for your endowed charities? Do you have a rubric for avoiding fraud? Do you know what to look for to make sure that your charitable donations don't do the opposite of what you intend? In Managing Foundations and Charitable Trusts, Roger D. Silk and James W. Lintott provide a comprehensive guide for charitable donors and their advisers. Additional topics include: Foundation Governance When to seek additional professional help When and how to turn a CRT interest into cash Key tax issues Creating a legacy Why tax planning is so difficult, and how to approach it Straightforward and authoritative, Managing Foundations and Charitable Trusts is a handy, easy-to-read guide that all donors and their advisors will want to keep on hand.