Look What the CRAT Dragged In


Firm Event

Charitable remainder trusts play an important role in the world of planned giving, providing a stream of income to the donor or other beneficiary for a defined period and a gift to charity when that period ends. These trusts can be customized in many ways to best achieve a donor’s goals and can be funded with a variety of assets. This presentation will briefly review the basics of charitable remainder annuity trusts and charitable remainder unitrusts, then discuss effective and creative uses of charitable remainder trusts with assets such as real estate, family business interests, tangible personal property, and farm crops or machinery.