The CRT Trustee Six-Pack – Wealth Management

Trusteeship of split-interest trusts such as charitable remainder trusts (CRTs) can be complicated due to beneficiaries’ competing interests. The income beneficiary may seek to maximize a stable, tax-efficient income stream during their life, while the charity’s interest is in the long-term growth to maximize the remainder. In our experience managing CRT investments, we’ve identified six investment-related strategies that can help mitigate fiduciary risk:

Original News Source Link