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Char Remain Trust qxd - episcopalfoundation

Char Remain Trust qxd - episcopalfoundation 2025

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The document provides comprehensive information about Charitable Remainder Trusts (CRTs) offered by the Episcopal Church Foundation. It outlines the types of CRTs, including annuity trusts and unitrusts, detailing their structures, payout options, tax implications, and investment strategies. The document serves as a guide for prospective donors on how to establish a CRT to benefit both themselves and their local Episcopal church or organization while also providing legal and financial considerations.

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Can a CRUT last longer than 20 years?

Generally, if a trust beneficiary is the owner of all interests in a trust (both the income and remainder interests), the trust terminates, and the beneficiary has access to the trust principal. If the merger doctrine doesnt apply under governing state law, a court order may be required to terminate the trust.

What happens if a charitable remainder trust runs out of money?

Most Charitable Trusts are irrevocable, meaning once they are set up, the decision cannot be easily reversed, and assets cannot be returned to the donor.

What happens if a crat runs out of money?

The payments continue for a specific term of up to 20 years or the life of 1 or more beneficiaries.

What are the pitfalls of a charitable remainder trust?

If a CRAT runs out of money the trust no longer makes payments to the beneficiary. The CRAT doesnt create a liability for the charity. The gift annuity may only have up to two beneficiaries.

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