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A strategy to defer taxes on appreciated assets.
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.
Please note that neither Cetera Advisor Networks LLC nor any of its agents or representatives give legal or tax advice. For complete details, consult with your tax advisor or attorney.
* Charitable Remainder Trusts (CRTs) are a complex and unique piece of our federal tax code. Before engaging in a CRT strategy be sure to work with an experienced tax advisor that understands these rules and how to navigate them efficiently. There are many other considerations and rules that are not addressed in this article that need to be taken into consideration when determining if a CRT makes sense for you and your financial plan.