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Home | Services | Charitable Remainder Trust

Charitable Remainder Trust

  • Prepare Charitable Remainder Trust documents and advise on asset and tax benefits. 
  • Consult with Attorney up to 1 Hour on your appreciated asset tax status, charitable deduction and plans, and income stream from trust. 
  • Analysis and CRT structuring options for tax planning and minimization

$8,000 plus 3rd party administrative
fees for tax returns and CRT admin

Charitable Remainder Trust