Estate Planning and the Charitable Remainder Trust l Teresa Rhyne

Download the presentation notes and calculations from Teresa Rhyne at www.tngtrustdeeds.com/brunch Estate planning attotney, Teresa Rhyne, joins us for this advanced estate planning session featuring information on charitable estate planning, the charitable remainder trust (CRT), charitable lead trust (CLT) and all the different variations including the annuity, unitrust, net income trust and more. Did you know you can gift a fully depreciated real estate asset into an irrevocable CRT, get a charitable deduction, and enjoy passive income from the trust for a set period of time? Then the remainder goes to your favorite nonprofit or charity? Listen to what only the wealthy used to know about advanced estate planning strategies.

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in addition to Creating a CRT, did you know that there are also ways the owner of a CRT can later privately sell their CRT income stream? This can be done without changing the original tax benefits received. The client can take a Cash Lump Sum for all the expected future income and receive favorable long-term capital gains tax treatment. Worth learning more about.