Charitable Remainder Trusts

We can help you invest in charitable remainder trusts (CRT) when you need to sell real estate or a concentrated highly appreciated stock position. If you are in such a position and wish to defer taxes, you can talk to our experts about CRTs today.

With a CRT, you can transfer assets to a trust that provides you (or designated beneficiaries) with income for a set number of years or even for life. These assets may include cash, securities, or property. Working with a knowledgeable tax expert will help you find a CRT strategy that easily works for your financial goals. When you establish a CRT, you receive an immediate charitable remainder trust tax deduction.

Reaching out to an expert in this field will help you leverage CRUTs and NIMCRUTs to defer taxes. Navigating these issues can be complex, but we can make it straightforward for you. Evaluating this topic is particularly important for those who want to create a generational trust as opposed to opting for a traditional trust. The generational trust model is perfect for those who want to create a strong income stream while deferring taxes, all with the goal of keeping the trust ready for future generations.

Additionally, assets within the trust grow tax-free, potentially providing a larger pool of resources over time. For those with highly appreciated assets, CRTs offer the opportunity to reduce capital gains taxes, while converting these assets into a reliable income stream. This dual benefit of tax efficiency and steady income makes CRTs a powerful tool for enhancing your overall financial plan.

By integrating a charitable remainder trust tax deduction into your strategy, you achieve more than just tax and income benefits—you solidify your long-term financial goals.

Consult with our experts now to explore how a charitable remainder trust can integrate seamlessly into your overall financial strategy. Don’t wait—schedule a free consultation with the team at Sera Capital and start maximizing your benefits to make a lasting impact now.