Charitable Remainder Trusts

Estate Planning > Presentation Topics > Charitable Remainder Trusts

 
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16. Which Assets Are Best?

What kinds of assets are best suited for a charitable remainder trust?

The best assets are those that have greatly appreciated in value since you purchased them - specifically publicly traded securities, real estate and stock in closely-held corporations. Cash can also be used.

Mortgaged real estate usually won't qualify, although you could consider paying off the loan.

 

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