After the Tax Reform Act of 1969, development executives sought to master the nuances of “qualified” charitable remainder trusts for the benefit of donors and the charitable organizations and institutions they wished to support. The ’69 Tax Act created a special category of charitable remainder trusts that would qualify for favorable tax treatment under specific …Read More

Last month we explored some of the basic issues in opening a charitable estate administration and a number of things you should consider at the beginning of the process. This article will deal with some of the more complex questions and situations that you may encounter during the course of the administration. Should you hire …Read More