A Charitable Remainder Trust is a tax-exempt irrevocable trust that generates potential income stream for the donor and its beneficiaries, with the remainder of the assets (whatever assets remain after all other terms and conditions have been fulfilled) being transferred to a qualified nonprofit organization.

Arrangements such as a charitable remainder trust can be quite complex. We strongly recommend that you speak with a board-certified estate planning attorney and potentially additional tax advisors when setting up this type of estate plan.

1. Transform an appreciated asset into lifetime income
2. Pay no capital gains tax when the asset is sold.
3. Reduce or eliminate your estate taxes.
4. Income tax deduction for charitable remainder value of the gift.
5. Receive more income over your lifetime than if you had sold the asset yourself.