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Tue

18

Nov

General Discussion

Valuing CRUTs with Variable Annuities with Guarantees

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Mon

28

Jul

General Discussion

end of retained life estate

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“nativity set | christmas nativity | outdoor nativity | ”

Thu

23

Oct

General Discussion

Commercial annuity inside a lead trust

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Wed

24

Sep

General Discussion

Working with Family Businesses (Succession Planning)

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“Every family business at some point has met with and works with several trusted advisers that all claim to do the same work- insurance agents, financial planners, accountants, attorneys. My first concern is that owners .. ”

Mon

04

Aug

General Discussion

gift of CGA

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“Foundation should be the named beneficiary in the gift annuity contract -- the remainder could then be placed into a donor advised fund (DAF) at the Foundation. The donor, as advisor to the fund, may then be able to cha .. ”

Fri

19

Sep

General Discussion

Can a CRT be an "Accredited Investor?"

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“Here is the SEC's definition: http://www.sec.gov/answers/accred.htm Trust need to have assets of $5M+ in order to be accredited. Hope this helps, Mary Beth Healy”

Wed

24

Sep

General Discussion

IRA Charitable Rollover Update

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Mon

15

Sep

General Discussion

forgiveness of loan from crut

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“The CRUT can extend credit to an arms length buyer in order to liquidate CRUT assets, but if the extension of credit is to the CRUT grantor or another disqualified person, it would constitute a prohibited transaction. E .. ”

Tue

12

Aug

General Discussion

Loan to fund CRT

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“I'm a little confused. Most of the CRTs that I deal with the donor is looking for a bypass of capital gains. It sounds to me that if a loan is used to fund the CRTs then there wouldn't be any capital gains bypass when .. ”

Tue

09

Sep

General Discussion

Non Taxable Estate CRUT

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“Kimberly Kur found it for me -- I wrote it in 2001! My, how time flies.... Thanks, Kim! Long, but here goes (footnotes deleted): THE “INTENTIONALLY DEFECTIVE” CHARITABLE TRUST By: Mark A. Moritz Since 1969, .. ”