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Understanding Charitable Remainder Trusts
Presented by Steve Mancini, Esq., The Founders Group

CRT’s are just one of many estate tax reduction strategies available for clients to consider, but they are often one of the most talked about – and seldom mis-understood.  Join Steve for this educational and insightful conversation about the background of CRT’s as well as the most frequently asked questions, including but not limited to:

• Who can set up a charitable remainder trust (CRT)?
• What benefits does it provide the family?
• What types of assets can be used to fund the CRT?
• Can the children be an income beneficiary?
• Is there a minimum contribution to the CRT?
• Can you change the charity(s)?

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