Insights Newsletter

Summer 2022

Yes, It’s a Thing:
Early Termination of a CRT

A Virtual Event

Tuesday, Octover 12, 2021
11:45 a.m. - 1 p.m.

Even though an existing CRT can often be terminated relatively simply and quickly before it would otherwise end, care must be exercised to help ensure everything goes as smoothly as possible. This program will examine why income beneficiaries may wish to end a trust now, along with how termination might take place. It will also highlight typical and less common issues that may arise, as well as offer ways to address those issues.

This session is free. One hour of continuing education credit is being requested from the CFP Board, Oregon State Bar and the Washington State Bar Association.

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Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.Privacy Policy | Cookie Policy

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