Broker Check

Charitable Remainder Trust

A simple strategy to defer taxes on highly appreciated assets.



To be contacted by one of our team, provide your contact information and we will work together to find a solution that best suits your particular situation. An initial consultation is always free - you have nothing to lose (except a high tax bill).
We will NOT share your personal information

Thank you!
Oops!

What can you put into a Charitable Remainder Trust?

Any highly appreciated asset with exposure to taxes (to which you have clear title) can be put into a Charitable Remainder Trust.

Any highly appreciated asset with exposure to taxes (to which you have clear title) can be put into a Charitable Remainder Trust.

Antique/Vintage Cars
Stocks
Fine Art
Residential Real Estate
Coins & Stamps
Raw Land
Rare Instruments
Commercial Real Estate

Who Can Benefit Most from a Charitable Remainder Trust?


A couple or individual leaving large bequests to charity - the tax benefits can be realized during one's lifetime, rather than at death.

A couple or parent who would like to leave a creditor-proof lifetime income stream to his or her children.

Large estates facing estate, gift, and inheritance taxes that need to remove assets from the taxable estate.


A family needing to diversify away from closely held stock, a large, highly concentrated position in one stock, or large parcels of land.


Owners of commercial property who have depreciated their property and/or have participated in a 1031 tax-free exchange.

Protect your wealth with a simple call today!