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Intro to Charitable Remainder Annuity Trusts (CRAT)
In this video we go over some of the basic principles of using Charitable Remainder Annuity Trusts (CRAT). A CRAT is one form of charitable remainder trusts (CRT) which provide a valuable tax and estate planning tool for wealthy taxpayers, while providing a charitable benefit to a charity of your choice.
IRS Info on CRTs: https://www.irs.gov/charities-non-profits/charitable-remainder-trusts
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DISCLAIMER: The information provided in this video may contain information about tax, financial, and legal topics. Such materials are for informational purposes only and may not reflect the most current developments. These informational materials are not intended and should not be taken as tax, financial, or legal advice. You should contact an advisor to discuss your specific facts and circumstances. Self-help services may not be permitted in all states or jurisdictions. The use of these materials does not create an attorney-client or confidential relationship. This video does not include information about every topic or issue related to these informational materials.
#CharitableTrust #IRS #CharitableRemainderTrust
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