Charitable Remainder Trust (CRT)
Income Now, Impact Later
You contribute assets to the trust, draw an income stream from them for a period of years, and what remains at the end goes to charity. Often used to convert a highly-appreciated asset into income while supporting a cause and getting a tax benefit along the way.
A Charitable Remainder Trust is a trust that allows an individual to place assets into a trust, receive income from those assets for a period of time, and ultimately direct the remaining assets to charity.
- support charitable causes
- potentially reduce taxes
- diversify appreciated assets
- create retirement income
- structure long-term philanthropic planning
“Charitable planning means giving everything away.”
A well-designed charitable trust handles three things at once: your finances, your family, and the causes you want to support. Giving doesn’t require giving everything up.
- Retirees
- Philanthropic families
- Individuals with appreciated assets
- Business owners
- Investors
- Legacy-focused planners
Can a single plan handle two things at once — personal financial stability now, and lasting charitable impact later? A well-built CRT is one of the cleaner ways to answer yes.
Schedule a Complimentary 30-Minute Consultation
At Hurwitz.Law, we believe that thoughtful planning begins with a meaningful conversation.
We offer a private, 30-minute consultation—by phone or Zoom—for individuals and families considering estate planning, elder law, or trust administration services. This conversation allows us to understand your goals, answer your questions, and help determine whether our firm is the right fit for your needs.
Our firm is intentionally boutique. We work with a limited number of clients so that we can provide a high level of personal attention and care. If we’re not the right fit, we’ll do our best to point you in the right direction.
This consultation is not a sales pitch. It’s a conversation rooted in clarity, respect, and the belief that your time—and your legacy—deserve both.
Schedule a ConsultationPrefer to talk first? Call us at (215) 967-7890.