Charitable Remainder Trust

Charitable Remainder Trust

In a Charitable Remainder Trust One irrevocably gifts assets to a trust, name a trustee – such as your favorite Charity – to manage the trust’s investment, and then you receive an annual payment for life or a term of years. The net fair market value of the gifted assets is used to establish the initial trust value.

You can Receive… an annual payment. You choose who will receive annual payments for life or a term of years. Many donors make themselves and their spouses beneficiaries for life. Others name their children as beneficiaries for a term of years, up to 20 years, or for life. Others combine the above two options.  


Resources & Links  



26 US Code §664 Charitable Remainder Trusts  




Why you need an Estate Plan

Our webpage on Estate Planning  

How to put a bank account into a Living Trust

How to remove a California Trustee

CA Statutory Will 

Fill in the blanks
CA Statutory Will - Fill in the blanks

Steve Video on CA Statutory Will
Please excuse the sound quality... it gets better after the first 20 seconds


Get Instant Term Life Quote


get term life quotes

Set up a phone, skype or face to face consultation 

Tools to help you figure out how much you should get

Life Insurance Buyers Guide

CA Department of Insurance

NAIC Buyers Guide

NAIC Life Insurance Buyers Guide

How much  life insurance you really need?

Video Insurance Unnecessary Cost?

Life Screening Form

Please complete & return and we'll search and consult for you.  Or try this one from

Set up a phone, Zoom, skype or face to face consultation 

Leave a Reply

Your email address will not be published.