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The CRT Advantage™
(A
Tax Qualified Trust)
The CRT
Advantage™ is an excellent tool for couples and
individuals with highly appreciated or low
income-yielding assets, who want or need
additional income for life. This is an income
trust. The trust works quite simply. You
transfer money, stock, or other property to your
CRT Advantage. This trust is tax-exempt, so
when property sells, there is no capital gains
tax. Sale proceeds are managed or reinvested
for growth and income. The trust then pays
one or more income beneficiaries (usually donor
and spouse) an annual income for life. The
"advantage" over traditional charitable
remainder trusts is that the "remainder
interest" after the donors' lifetimes goes
directly to The American Foundation™of
Utah and into your family foundation-- creating
a perpetual charitable account that provides
ongoing benefits to your family selected
charities.
This is why we call
it the CRT Advantage.
The life-time income stream can be a fixed
dollar payout (Annuity Trust) or a fixed
percentage payout (Unitrust). After the lifetime
income payments have been made, the trust
transfers whatever amount is left to the family
foundation.
Benefits of a Charitable Trust:
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The plan
provides excellent asset protection for the
donor and his or her family.
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The trust
creates an opportunity to increase
diversification of investments.
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The CRT Advantage is used in
conjunction with a family foundation at The
American Foundation of Utah
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Investments within the CRT
Advantage have an advantage. We use an
investment method called the Investment
Advantage™.
This method is designed to achieve higher
fixed income returns.
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