The Charitable Remainder Trust is one of the most powerful tax-planning vehicles available to your higher net worth clients.

Like an Individual Retirement Account or 401(k), a Charitable Remainder Trust allows client assets to grow in a tax deferred environment, with taxes being paid on the income stream that goes to the client.

However, that is where the similarities end.

Listen as Tax and Estate Attorney John Erik Fraker explains how the superior tax structure of a Charitable Remainder Trust can potentially save your clients thousands of dollars in taxes over an IRA.

John Erik Fraker, Esq.

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John Erik Fraker, Esq.

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