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Charitable Remainder Trusts are "the most powerful--but simple--tool in the tax-planning toolbox," and they're a particularly good fit for appreciated assets that you haven't sold yet. Read our comprehensive guide to learn how a CRUT can help you reduce your taxes and maximize your long-term returns.
Sometimes it's tough to plan for taxable events in advance. Maybe you recently had a surprise opportunity to sell some start-up equity, sold some cryptocurrency, or just had a really high-income year. If you've already sold your assets for a big gain, a CLAT can help you defer the taxes on that income even after you've received the bill.
Give us some simple information about you and your situation, and we'll help you calculate the expected returns from this tax-advantaged strategy.
Charitable Remainder Trusts have been called "the most powerful--but simple--tool in the tax-planning toolbox." Learn more about how a CRT can help you.
Charitable Remainder Trusts may seem foreign, but they're actually very similar to a popular tax planning tool you're probably much more familiar with: the IRA...
An employee who expects a ~$5 million capital gain could stand to earn about $8 million more over her lifetime if she puts her shares into a Charitable Remainder Trust before she sells them.
A founder or early employee planning for a $500,000 secondary sale could earn an extra $218,000 over a 20-year trust term if he put his shares into a Charitable Remainder Trust.
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We offer three types of Charitable Remainder Trust. Although everyone's preferences and circumstances are different, each CRUT can be a good fit for a particular..
The advantages of a lifetime trust are simple: Trusts and tax planning are all about the magic of long-term tax deferral and compound growth. The longer your money grows tax free...
Deferring payouts with a NIMCRUT allows you to defer taxes for longer and should lead to greater returns, by capturing the benefit of additional compounding.
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A standard Charitable Remainder Unitrust is the most basic form of charitable remainder trust available. Like all of the CRUTs we offer, the standard CRUT is tax exempt...
Life comes at you fast, and your financial needs may look very different today than they will a decade from now. We can work with you to ensure that your...
One of the main concerns our clients have with Charitable Remainder Trusts is that their money could be locked up for longer than they'd like. But we have tools to help open up liquidity...
To take advantage of the particular magic of the CRUT structure, it makes sense to fund your trust with assets that are likely to grow substantially in value relatively soon...
When you put assets into a Charitable Remainder Trust, you're entitled to an immediate tax deduction worth 10% of the value of the assets.
You want to defer your taxes for as long as possible. But how long can a Charitable Remainder Unitrust last, and what are the benefits and risks of each strategy?
Charitable trust accounting is complex. We handle everything, but understanding how your distributions will be taxed is key to seeing CRUTs' value.
Charitable Remainder Annuity Trusts and Charitable Remainder Unitrusts are valuable tax deferral tools. But CRUTs tend to be higher ROI with larger payouts over the length of the trust. We'll explain why.
Sometimes it's tough to plan for taxable events in advance. Maybe you recently sold your cryptocurrency, minted some popular NFTs, had a surprise opportunity to sell...
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You can defer taxes on already realized gains with a Charitable Lead Annuity Trust, an Opportunity Zone investment, or a Donor-Advised Fund. We'll compare the three strategies...
In this post, we'll use a few examples, drawn from our real-world experience, to help illustrate the benefits (and, of course, the tradeoffs) of Charitable Lead Annuity Trusts.
A CLAT can be a great tool for people who have had a big income event this year, like a crypto sale, a big exercise of options, or just a sizable bonus. In this post, we'll take...
If you've exercised (or plan to exercise) options in advance of (or after) an IPO, you could be on the hook for a massive tax bill. We can help you minimize or even eliminate...
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