Charitable Remainder Trusts

A Charitable Remainder Trust is a split interest trust consisting of an income interest, which is paid to the donor or other beneficiary during the term of the trust, and a remainder interest, which is paid to the designated charity. The purpose of this strategy is to harbor net investment income in a tax-exempt environment while leveling income over a longer period of time to keep MAGI below the threshold amount. CRTs are especially useful when there is a large capital gain that pushes income above the threshold amount. In this podcast, Bob Keebler explores using CRTs in year-end planning strategies for your clients.

You can listen to Charitable Remainder Trusts online on Radio and Podcast. Open the player on this page to stream the available audio.

Charitable Remainder Trusts is an episode from AICPA Insights by AICPA Insights.

This episode is 00:13:54 long.

This episode was published on Nov 26, 2013.

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