Charitable Remainder Trusts

Estate Planning > Presentation Topics > Charitable Remainder Trusts

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  1. Charitable Remainder Trusts
  2. About This Presentation
  3. Congratulations!
  4. Benefits Of CRT
  5. How CRT Works (Step 1)
  6. How CRT Works (Step 2)
  7. How CRT Works (Step 3)
  8. Example: Max and Jane Brody
  9. Example: Income After Sale Without CRT
  10. Example: Income After Sale With CRT
  11. Income Choices
  12. Unitrust
  13. Annuity Trust
  14. Trust Income Options
  15. Income Tax Deduction
  16. Which Assets Are Best?
  17. Who Can Be Trustee?
  18. You Still Have Some Control
  19. "What About My Children?"
  20. Beneficiary Analysis: Without CRT
  21. Beneficiary Analysis: With CRT
  22. Replace Asset With Life Insurance
  23. Beneficiary Analysis: With CRT + LIT
  24. Life Insurance You Own Is Included In Your Taxable Estate
  25. Life Insurance: Inexpensive Way to Replace Asset
  26. Benefits of Irrevocable Life Insurance Trust
  27. Income Comparison
  28. Summary Comparison
  29. Benefits Of CRT
  30. 5-Step Action Plan
  31. Peace Of Mind
 

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