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Charitable Remainder Trust Handbook Form

Charitable Remainder Trust Handbook Form

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what is a crt and how does it work welcome to barry's bites please join our host attorney and financial advisor chris berry [Music] what is a crt could be a lot of things but in this situation crt stands for charitable remainder trust and there's different types of these but a lot of times these are used to avoid typically estate taxes they were used a lot in the past when the estate tax exemption was much lower because it removes the iras by naming a charity as the remainder beneficiary you can create an income stream the ira goes to charity so it's removed from your estate it is irrevocable so you have to be careful if you're doing a charitable remainder trust or if you're naming a charitable remainder trust as a beneficiary of an ira but it is a viable way to create income that lasts longer than the 10-year stretch of the secure act so just kind of a little background the secure act passed in 2020 and the big thing that it said is that any ira

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