Perspective
Oct. 30, 2014
Finally, California's on the federal charitable trust train
The charitable remainder trust is one of the most effective vehicles to balance philanthropic objectives with financial and estate planning objectives. By David Wheeler Newman
The charitable remainder trust is one of the most effective vehicles to balance philanthropic objectives with financial and estate planning objectives. These trusts, creatures of the Internal Revenue Code and, here in California, counterpart provisions of the Revenue and Taxation Code, are irrevocable trusts which during their term distribute a formula amount to an individual or other noncharitable beneficiaries and, at the end of that ter...
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