What happens with a testamentary charitable remainder unitrust (CRUT) if the trustee has the discretion to distribute between the charity and the decedent’s spouse? NO estate tax deduction under 2055 (charitable) or 2056 (marital) for discretionary portion. By including an option in a purported charitable remainder trust for the trustee to allocate distributions of theContinue reading “Testamentary CRUT with Income Between Spouse and Charity”
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