Exit Strategies for Charitable Remainder Trusts
Jul 01, 2020
3 minutes
In 1995, Bill and Sandy met with me to discuss what to do with a real estate investment that had appreciated significantly. The investment represented a meaningful portion of their net worth, and they felt the time was right to sell. However, they didn’t necessarily need a large infusion of cash and they didn’t want to pay the tax (in 1995, the capital gain rate was 29%).
What Bill and Sandy
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