Trusteeship of split-interest trusts such as charitable remainder trusts (CRTs) can be complicated due to beneficiaries’ competing interests. The income beneficiary may seek to maximize a stable, tax-efficient income stream during their life, while the charity’s interest is in the long-term growth to maximize the remainder. In our experience managing CRT investments, we’ve identified six investment-related strategies that can help mitigate fiduciary risk:
All access premium subscription
Please Log in if you are currently a Trusts & Estates subscriber.
If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.
Questions about your account or how to access content?
Contact: [email protected]
0 comments
Hide comments
