Charitable Remainder Trusts

Estate Planning > Presentation Topics > Charitable Remainder Trusts

 
<-- Previous
Back to List
Next -->
 

20. Beneficiary Analysis: Without CRT

As we showed you earlier, if the Brodys sell the stock themselves, they would have $440,000 left to re-invest after paying the capital gains tax.

Then there will be estate taxes when they die. Assuming a 45% estate tax bracket, $198,000 will go to pay federal estate taxes,* leaving the Brody children with $242,000.

*There may be additional state death/inheritance taxes.

 

©1993-2008 by Schumacher Publishing, Inc.