Is a CRT right for me?
We can help you determine if a CRT is right for you. To receive a no cost, no obligation initial consultation by CRTPro, please fill out and submit the form below. Description of property to be transferred to a CRT: Select One Cash Stock Bonds Mutual Funds Real Estate Other Fair market value: Approximate cost basis (if not cash): Any outstanding loan balances on the security? Yes No How many income beneficiaries will the trust make payouts to? Select One 1 2 3 4 Not Sure Income beneficiary ages are: How long do you want the trust to last? Select One Lifetime of income beneficary(ies) Term of Years Other time period Not Sure If term of years, how many years? N/A 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Who do you want to serve as trustee? Select One Myself My CPA My attorney My financial advisor Non-Profit Organization Bank/Trust Company Friend Other Not Sure What is your desired annuity/unitrust payout? Select one I want fixed dollar amount payments every period I want a fixed % payment of trust value recalculated annually I want what the trust earns up to a certain % I want to be able to turn off income and have it build up for a later time Other Not Sure How often do you want trust payouts? Select one Monthly Quarterly Semi-Annually Annually That's it! From the information above, we can give you a good idea of how a CRT would work for you. Then, if you are still interested, we will gather more information and can present a complete proposal including an illustration of how your CRT would work for you and what it takes to create and administer your CRT. So go ahead, there's no obligation. Enter your contact info below and we will contact you shortly. Name, phone, and best time to call:
