Russ towers bsmg

Charitable Remainder Trusts and Wealth Restoration ILITs

The May 2015 issue of Broker World featured Russell Towers’ article “Charitable Remainder Trusts and Wealth Restoration ILITS”. This article discusses the benefits of a charitable remainder trust (CRT) working with an irrevocable life insurance trust. It goes on to explain some of the tax benefits that accrue to the grantor of a CRT. The article also includes case studies of single life CRT and joint life CRT.
To read more about charitable remainder trusts download a PDF of the article or read it online.