They’re like CRTs, but with more flexibility.
By Randy Fox
Ez Charitable
The best kept secret in planning has only been around since 1969.
Best kept secret? What do you mean?
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How about a strategy that completely eliminates capital gains tax, provides a gigantic income tax deduction, distributes all its income (maybe for three generations) and is completely legal. And, by the way, if you’re the advisor managing the family’s money, you get to keep doing that.
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