Charitable Remainder Trusts

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23. Beneficiary Analysis: With CRT + LIT

Now, let's look at the effect on the Brody children.

When we add in the death proceeds from the insurance trust, the children will receive $500,000-the full market value of the stock. This is more than twice what they would have received if the Brodys had sold the stock themselves.

Now, why would you want to use a life insurance trust? Why not just purchase the insurance yourself?

 

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