The Charitable Remainder Trust

The Charitable Remainder Trust allows owners to sell the property without paying taxes on the proceeds. The proceeds are then reinvested in a tax-free trust, as directed by the owner. Upon the death of the owner or their spouse, the proceeds are distributed to a charity of their choice, providing a valuable way to give back to the community while also minimizing tax liability.

Our team of experts will work closely with the business owner to customize the charitable remainder trust to meet their unique needs. We understand that every business owner is different, which is why we take a personalized approach to designing benefit plans that meet the specific needs of each client.

The Charitable Remainder Trust is designed to provide a tax-advantaged way to sell property while also providing a way to give back to charity. This plan can help reduce tax liability while also providing a valuable way to support charitable causes.

At USB Group, Inc., we take pride in our ability to provide comprehensive and personalized benefit plans to small business owners. Contact us today to get a sample CRT Trust and a detailed brochure explaining how the Trust works.