The Power of Charitable Remainder Trusts will explain how to:
* Avoid capital gains on the sale of appreciated assets
* Receive large income tax deductions
* Avoid critical mistakes that have crushing tax consequences
* Maximize and preserve assets for your family-not the government
* Defer income and income tax
* Eliminate estate (death) tax.
This is the most comprehensive book available on incorporating planned giving into effective estate planning. The reader will learn how to structure Inter vivos (lifetime) and testamentary (after death) charitable trusts, and understand the application of Charitable Remainder Trust (CRT), Charitable Remainder Annuity Trust (CRAT), Charitable Remainder Unitrust (CRUT), Net Income With Make-up Provisions Charitable Remainder Unitrust (NIMCRUT), Charitable Lead Trust (CLT), Charitable Lead Annuity Trust), Charitable Lead Unitrust (CLUT).
About the Author
Bill S. Wolfkiel, CLU, ChFC, EP, is Managing General Partner of American Wealth Transfer Group, LLLP. He specializes in estate planning and is the author of the best selling book, Estate Planning Made Easy, second edition 1998, ISBN 0-7931-2712-2, Dearborn Financial Publishing, and Living & Dying With Your IRA and Other Retirement Plans, 1998, ISBN 0-9665320-0-7, Guild Publishing.
With offices in San Clemente, Denver, and Phoenix, Bill has a national clientele and over 20 years of experience in helping individuals implement estate planning strategies. Bill has lectured throughout the United States on various aspects of advanced estate planning including such topics as charitable trusts, family foundations, family limited partnerships, limited liability companies, asset protection, generation-skipping techniques, and gifting strategies.
