Charitable Remainder Trust
Coordinate charitable giving, appreciated assets, and long-term income planning.
Mark and the team publish tax & legal education on YouTube. Book a call when you're ready to make your plan.
Priced by what you actually have.
The Deliverables
Up to 1 Hour With an Attorney
Review your appreciated asset, charitable goals, tax considerations, and expected trust income.
Up to 1 hour of attorney consultation.
Establish the CRT
We prepare the trust based on the selected charitable and income structure.
Charitable Remainder Trust Agreement.
Establish the Trust With the IRS
Receive the federal tax identification number for the CRT.
Trust EIN.
Know How to Fund the Trust
Receive instructions for transferring the appreciated asset into the CRT.
Trust Funding Instructions.
Understand the Payout Structure
Receive a summary of the trust's distribution and reporting requirements.
Payout and tax-reporting summary.
What clients add next.
The pieces work together. Here are the services most clients engage alongside this one, and the ones we recommend they consider.
Start with a conversation.
A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.