If
you are a trustee of a Charitable Remainder Trust (CRT), you
need to know something. There is no manual! It’s
true. There simply is not a lot of available resource material
specific to the needs of CRT trustees. Of course, you can always
pour over pages and pages of IRS code and endless tax articles
for help--a daunting task in the least. Chances are, however,
you probably have better things to do with your time. You want
to do your job and you want to do it right.
"...you
need to know something. There is no manual!"
Whether you’re an individual
trustee or a financial services professional, our Trustee Center
will help you better understand common characteristics of serving
as trustee of a CRT. The information presented in the Trustee
Center is meant to be a practical guidance and not meant to
be legal advice.
"Don’t
expect to find even one financial planning trust diagram
in the entire Trustee Center!"
The assumption is that as a CRT
trustee, you already know what CRT’s are and how they
work. The focus will be on the ke
y
elements of being an effective CRT trustee. Don’t expect
to find even one financial planning trust diagram in the
entire Trustee Center! For purposes of this resource, the
CRT planning phase is over and the trust has already been
created. You are the trustee and you now desire high level
performance and administration.
next
page...The Trustee Triangle
©CRTPro
2004
