DUSTING OFF THE CRT
Reynolds Cafferata, Rodriguez, Horii, Choi & Cafferata LLP
Starting in 2013, state and federal taxes are higher for capital gain transactions. The stock market has returned to pre-crash levels. Real estate values are rising again. All of these factors will renew donor interest in charitable remainder trusts. This session will review CRT planning, discuss new wrinkles such as the Medicare surtax and cover opportunities for donors to use CRTs in their planning.