Taxes

Charitable Remainder Annuity Trust: Tax Issues

The tax benefits of a CRT happen on both ends: The benefactor gets tax benefits in the form of a charitable deduction when the trust is set up, and the asset is likely removed from the estate.

Estate: Tax Issues

On a federal level, the estate tax is relevant to a very small number of families. That said, those very families are ones you and your organization would hope to have a relationship with.

Legal and Tax Updates

Coming Soon.

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