Charitable Remainder Trusts

Author : Daniel Nigito
Publisher : John Wiley & Sons
Page : 304 pages
File Size : 47,7 Mb
Release : 2009-09-11
Category : Business & Economics
ISBN : 9780470557099

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The Power of Leveraging the Charitable Remainder Trust by Daniel Nigito Pdf

A practical guide to avoiding accidental philanthropy and controlling your tax destiny Written by Daniel Nigito-a financial services expert whose programs have saved families millions in tax dollars and created millions more for charities across the United States-this timely guide will show you how to use the simple, yet powerful strategy known as "charitable leverage" to regain control of your financial life. This proven approach, which allows you to become a partner with charity while gaining control over your tax destiny and providing for you and your family, taps into the unique tax characteristics of two financial instruments-the Charitable Remainder Trust (CRT) and Cash Value Life Insurance (CVLI)-in order to achieve some amazing goals. Offers insights on increasing your current income while paying less tax on it Discusses how to develop real asset protection without moving your money offshore or using complicated and often questionable tax schemes Details how you can build a personal tax-deductible retirement account that does not interfere with other retirement plans The best way to avoid becoming an accidental philanthropist is by understanding how to make taxes work for you. The Power of Leveraging the Charitable Remainder Trust will show you how to do this and, in the process, add meaning to your money.

Author : Marc D. Hoffman,Leland E. Hoffman
Publisher : Unknown
Page : 224 pages
File Size : 41,8 Mb
Release : 1996
Category : Charitable uses, trusts, and foundations
ISBN : 0965469204

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Harnessing the Power of the Charitable Remainder Trust by Marc D. Hoffman,Leland E. Hoffman Pdf

Author : Marc D. Hoffman,Leland E. Hoffman
Publisher : Unknown
Page : 227 pages
File Size : 47,7 Mb
Release : 1999-03-01
Category : Charitable uses, trusts, and foundations
ISBN : 0965469212

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Harnessing the Power of the Charitable Remainder Trust by Marc D. Hoffman,Leland E. Hoffman Pdf

Author : Keith E. Gregg
Publisher : Taylor Trade Publishing
Page : 134 pages
File Size : 51,5 Mb
Release : 1996
Category : Business & Economics
ISBN : 1566250684

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Do Well by Doing Good by Keith E. Gregg Pdf

Many of today's leading investors are recommending a fast-growing investment called Charitable Remainder Trust or CRT. What makes a CRT so powerful is the philanthropists can finally couple their charitable donations with economic benefit. Do Well by Doing Good lays the foundation for realizing the full potential of CRTs.

Author : Adam Starchild
Publisher : Unknown
Page : 48 pages
File Size : 54,7 Mb
Release : 2005-07
Category : Business & Economics
ISBN : 0894992430

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The Charitable Remainder Trust by Adam Starchild Pdf

This book will acquaint you with the near magical possibilities of a tax-saving, income-producing legal device known as a "charitable remainder trust" or "CRT." Although "CRT" is the currently popular term, these trusts are also known as "life income" and "wealth accumulation" trusts. Both descriptions are accurate - and therein lies the money magic. A CRT is just the thing for a person who wants to avoid capital gains taxes on appreciated property, in pursuit of increased retirement income or seeking estate tax relief. But this trust is also the perfect vehicle to achieve your personal philanthropic goals, while also helping yourself and your family. In fact, while tax savings and income enhancement are central attractions of the CRT, the chief motivation should be the settlor/ donor's charitable intentions. After all, when the final distribution of trust assets is made - and they can have considerable value - the charity of your choice will be the major beneficiary. In the meantime, there is no reason why the objects of your generosity cannot reward their benefactor with a seat on your church board of trustees, or your alma mater's establishment of a scholarship bearing your name. Here is what the creation of a CRT can accomplish for you. Properly drafted, formulated and managed, a charitable remainder trust is an excellent "transfer tax" avoidance instrumentality that can: . avoid completely any capital gains tax payment on your appreciated property, regardless of the original cost basis; . convert your low-yield property into a high income investment guaranteed to provide you and your spouse the financial security of lifetime income, immediate or deferred, with greatly reduced income tax consequences; . serve as a vehicle to receive the "roll over" of your qualified pension plan or Individual Retirement Account (IRA), increasing both retirement income and tax savings; . provide you with an immediate substantial charitable income tax deduction against your taxes for the year in which the CRT is created; . diminish estate and inheritance taxes on the donated property - and avoid the probate mess as well; and . for your heirs, provide a greatly increased inheritance, financed by the tax savings and increased income your CRT will provide. Sounds too good to be true - or to be legal in present day, tax oppressed America? Believe us, it is true.

Author : Peter J. Fagan
Publisher : Irwin Professional Publishing
Page : 232 pages
File Size : 55,8 Mb
Release : 1996
Category : Business & Economics
ISBN : STANFORD:36105060573925

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Charitable Remainder Trusts by Peter J. Fagan Pdf

Over the next 30 years, somewhere between eight to ten trillion dollars of assets are going to pass from the generation over 55 to the next generation. The size of this inter-generational transfer is unparalleled in the history of the world. Creative solutions to the impact of estate taxes on the assets being transferred have to be found. One area where a financial advisor can help clients is in gaining an understanding of the positive effects of charitable giving and charitable trusts on estate planning. In Charitable Remainder Trusts, author Peter Fagan outlines information that enables people to make clear decisions about the distribution of their wealth. This book guides the reader through an in-depth look at one of the best strategies for reducing income and estate taxes while benefiting society.

Author : Roger D. Silk,James W. Lintott
Publisher : John Wiley & Sons
Page : 295 pages
File Size : 55,9 Mb
Release : 2011-08-09
Category : Business & Economics
ISBN : 9781118038260

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Managing Foundations and Charitable Trusts by Roger D. Silk,James W. Lintott Pdf

The insider's guide to charitable organizations for donors and their advisors Do you know when to use a private foundation, a donor-advised fund, or a charitable remainder trust or other charitable vehicle? Do you know the different tax benefits, limitations, and control rules for each alternative? Do you have an appropriate investment policy for your endowed charities? Do you have a rubric for avoiding fraud? Do you know what to look for to make sure that your charitable donations don't do the opposite of what you intend? In Managing Foundations and Charitable Trusts, Roger D. Silk and James W. Lintott provide a comprehensive guide for charitable donors and their advisers. Additional topics include: Foundation Governance When to seek additional professional help When and how to turn a CRT interest into cash Key tax issues Creating a legacy Why tax planning is so difficult, and how to approach it Straightforward and authoritative, Managing Foundations and Charitable Trusts is a handy, easy-to-read guide that all donors and their advisors will want to keep on hand.

Author : Roger D. Silk,James W. Lintott
Publisher : John Wiley & Sons
Page : 295 pages
File Size : 54,9 Mb
Release : 2011-06-09
Category : Business & Economics
ISBN : 9781118093498

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Managing Foundations and Charitable Trusts by Roger D. Silk,James W. Lintott Pdf

The insider's guide to charitable organizations for donors and their advisors Do you know when to use a private foundation, a donor-advised fund, or a charitable remainder trust or other charitable vehicle? Do you know the different tax benefits, limitations, and control rules for each alternative? Do you have an appropriate investment policy for your endowed charities? Do you have a rubric for avoiding fraud? Do you know what to look for to make sure that your charitable donations don't do the opposite of what you intend? In Managing Foundations and Charitable Trusts, Roger D. Silk and James W. Lintott provide a comprehensive guide for charitable donors and their advisers. Additional topics include: Foundation Governance When to seek additional professional help When and how to turn a CRT interest into cash Key tax issues Creating a legacy Why tax planning is so difficult, and how to approach it Straightforward and authoritative, Managing Foundations and Charitable Trusts is a handy, easy-to-read guide that all donors and their advisors will want to keep on hand.

Author : Marc Hoffman
Publisher : Unknown
Page : 348 pages
File Size : 51,5 Mb
Release : 2010-04-20
Category : Electronic
ISBN : 055742951X

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Harnessing the Power of the Charitable Remainder Trust - 8th by Marc Hoffman Pdf

Harnessing the Power of the Charitable Remainder Trust is the definitive learning guide and must have reference for planned giving specialists and professional advisers interested in the design, implementation, and operation of one of the most widely used and flexible charitable gift planning vehicles in use today. Written by Marc D. Hoffman, this fully annotated 348-page treatise contains numerous case studies, examples, code and regulations, and sample documents designed to help the reader understand the legal framework, practical application, design variables and their effect on donors, income recipients, and charitable remaindermen.

Author : Daniel Nigito
Publisher : Wiley
Page : 0 pages
File Size : 45,8 Mb
Release : 2009-09-15
Category : Business & Economics
ISBN : 0470557079

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The Power of Leveraging the Charitable Remainder Trust by Daniel Nigito Pdf

A practical guide to avoiding accidental philanthropy and controlling your tax destiny Written by Daniel Nigito-a financial services expert whose programs have saved families millions in tax dollars and created millions more for charities across the United States-this timely guide will show you how to use the simple, yet powerful strategy known as "charitable leverage" to regain control of your financial life. This proven approach, which allows you to become a partner with charity while gaining control over your tax destiny and providing for you and your family, taps into the unique tax characteristics of two financial instruments-the Charitable Remainder Trust (CRT) and Cash Value Life Insurance (CVLI)-in order to achieve some amazing goals. Offers insights on increasing your current income while paying less tax on it Discusses how to develop real asset protection without moving your money offshore or using complicated and often questionable tax schemes Details how you can build a personal tax-deductible retirement account that does not interfere with other retirement plans The best way to avoid becoming an accidental philanthropist is by understanding how to make taxes work for you. The Power of Leveraging the Charitable Remainder Trust will show you how to do this and, in the process, add meaning to your money.

Author : CBA-CLE (Continuing Legal Education in Colorado Inc.)
Publisher : Unknown
Page : 128 pages
File Size : 50,8 Mb
Release : 2019-12
Category : Electronic
ISBN : 1949831221

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Charitable Trusts, Third Edition by CBA-CLE (Continuing Legal Education in Colorado Inc.) Pdf

Author : Anonim
Publisher : Unknown
Page : 308 pages
File Size : 44,5 Mb
Release : 1972
Category : Charitable uses, trusts, and foundations
ISBN : OCLC:8966681

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Guide to the Administration of Charitable Remainder Trusts by Anonim Pdf

Author : N. Brian Caverly,Jordan S. Simon
Publisher : John Wiley & Sons
Page : 397 pages
File Size : 51,5 Mb
Release : 2011-03-08
Category : Business & Economics
ISBN : 9781118053959

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Estate Planning For Dummies by N. Brian Caverly,Jordan S. Simon Pdf

Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.

Author : Harold I. Apolinsky,Stewart H. Welch, III
Publisher : John Wiley & Sons
Page : 306 pages
File Size : 41,6 Mb
Release : 2005-03-04
Category : Business & Economics
ISBN : 9780471731085

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J.K. Lasser's New Rules for Estate and Tax Planning by Harold I. Apolinsky,Stewart H. Welch, III Pdf

A complete guide to planning an estate under today's tax rules When it comes to your estate--no matter how big or small it may be--you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialist Harold Apolinsky and expert financial planner Stewart Welch III know this better than anyone else, and in the Revised and Updated Edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers important issues, such as: * How new legislation will impact inheritances and trusts * Estate and generation-skipping tax planning * The role of wills, executors, and trusts * Treatment of charitable contributions * The do's and don'ts of gifting * Life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show you how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.

Author : Robert J. Rosepink,Tax Management Inc
Publisher : Unknown
Page : 128 pages
File Size : 40,5 Mb
Release : 2000
Category : Charitable uses, trusts, and foundations
ISBN : OCLC:45284154

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Charitable Remainder Trusts and Pooled Income Funds by Robert J. Rosepink,Tax Management Inc Pdf