Gift Planning

Charitable Lead Trust: How it Works

A CLT is the opposite of a CRT (which can be read about here).

Sample Retained Life Estate Agreement

This agreement is just a sample for your reference. It should NOT be reproduced.

AGREEMENT OF LIFE TENANT AND REMAINDERMAN

Retained Life Estate: How to Accept It

All the normal review and gift acceptance procedures for outright gifts of real estate apply to a gift of a

Retained Life Estate: Tax Issues

There are a number of tax considerations that must be taken into account when helping a benefactor plan an

Retained Life Estate: Assets That Fund It

Two words you probably don't associate all that closely: "Generous" and "IRS". And yet, in truth, the IRS has been quite generous in its interpretation of what type of property can be considered for a

Retained Life Estate: How it Works

There are a number of factors that may make an

Charitable Remainder Unitrust: How To Accept It

How do you help a donor set up a charitable remainder unitrust? More to the point, how do you accept a CRUT on behalf of your organization? It's a process that's bound to take several weeks to complete, but in truth it's not as complicated as it could be. Read on to find out more.

Gift Planning

Charitable Lead Trust: How it Works

Sample Retained Life Estate Agreement

Retained Life Estate: How to Accept It

Retained Life Estate: Tax Issues

Retained Life Estate: Assets That Fund It

Retained Life Estate: How it Works

Charitable Remainder Unitrust: How To Accept It

Charitable Remainder Unitrust: Tax Issues

Charitable Remainder Unitrust: Assets That Fund It

Charitable Remainder Unitrust: Who, Why, When

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