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Charitable Remainder Trusts in Today’s Economy  


Author:  J. Michael Pusey, CPA.


Source: Volume 09, Number 04, May/June 2010 , pp.1-5(5)




Family Foundation Advisor

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Abstract: 

Consider whether the donor may be better served by creating two charitable remainder trusts (CRTs).By multiplying the number of CRTs created, the charitable planner may add flexibility and help tailor the plan to the particular needs of the donor and the family. Of course, there is the downside of additional costs when there are multiple entities, costs arising from creating multiple CRTs, and the ongoing costs of administration.

Keywords: 

Affiliations:  1: JMP Charitable Management Services.

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