While asset allocations for single interest portfolios can be complex, those for split interest trusts can be even more complex. The unique 4-tier system for distributing taxable income from a charitable remainder trust (CRT) adds yet more complexity. That’s why the asset allocation of a CRT cannot be based on models developed for single interest portfolios. Those models, based on before-tax return data that fail to take into account the specialized tax issues of a CRT, just aren’t appropriate for the income beneficiaries of a CRT.

Prudent Investor Advisors, LLC is sensitive to the special needs of trustees of charitable remainder trusts. Our experience in retirement distribution planning enables us to help trustees identify ways to enhance the value that can be transferred to heirs as well as reduce the costs associated with such transfers. We can also invest the assets held in CRTs and even provide trustees of CRTs with an Investment Policy Statement.

Privacy Policy

Prudent Investor Advisors, LLC © 2007

Legal Disclaimer