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1.
Charitable
Remainder Trusts
2.
About
This Presentation
3.
Congratulations!
4.
Benefits
Of CRT
5.
How
CRT Works (1)
6.
How
CRT Works (2)
7.
How
CRT Works (3)
8.
Example:
Max and Jane Brody
9.
Example:
Income After Sale Without CRT
10.
Example:
Income After Sale With CRT
11.
Income
Choices
12.
Unitrust
13.
Annuity
Trust
14.
Trust
Income Options
15.
Income
Tax Deduction
16.
Which
Assets Are Best?
17.
Who
Can Be Trustee?
18.
You
Still Have Some Control
19.
"What
About My Children?"
20.
Beneficiary
Analysis: Without CRT
21.
Beneficiary
Analysis: With CRT
22.
Replace
Asset With Life Insurance
23.
Beneficiary
Analysis: With CRT + LIT
24.
Life
Insurance You Own Is Included In Your Taxable Estate
25.
Life
Insurance: Inexpensive Way to Replace Asset
26.
Benefits
of Irrevocable Life Insurance Trust
27.
Income
Comparison
28.
Summary
Comparison
29.
Benefits
Of CRT
30.
5-Step
Action Plan
31.
Peace
Of Mind
Presentations you can currently view online:
• Estate Planning & Living Trusts
• Estate Taxes
• Who Should Be The Beneficiary of Your IRA
• Charitable Remainder Trusts
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