Talk of The Villages Florida - View Single Post - Has anybody set up a Charitable Remainder Trust?
Thread: Has anybody set up a Charitable Remainder Trust?
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Old 03-01-2019, 08:57 PM
manaboutown manaboutown is offline
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Default Has anybody set up a Charitable Remainder Trust?
I am considering setting one up, either a CRAT or a CRUT, not sure which yet. This is very much in a preliminary planning stage so I would appreciate input anyone with experience in such matters can provide.

A friend of mine set one up to be managed by a financial management company highly rated by Barrons but they are firing him, probably for it being such a hassle, even though he has a separate CRT administrator who knows the ropes and can assure compliance with all governmental requirements.

I would be grateful to hear whether or not a CRT is working out for anyone. Thank you in advance.
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Last edited by manaboutown; 03-01-2019 at 09:04 PM.