In our last article, we went over the basic characteristics of a Charitable Remainder Trust (CRT). We discussed the basic structure of this category of trust and gave examples of who might benefit from using them and what benefits they may receive. To recap, a CRT is a...

In our last article we spoke about charitable trusts. (Click here to find our article on Charitable Trust Basics.) These trusts can be invaluable for those with philanthropic intent. In that article we also mentioned a specific type of charitable trust that splits the...

Many clients would like to give a significant amount of assets to charity. While they make donations to charitable causes on a yearly basis, they cannot give the amounts that they would like to because they must make sure that they can provide for themselves and their...