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Intentional Family Wealth PodcastLanguage: en Genres: Business, Investing, Kids & Family, Parenting Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Are Charitable Trusts Worth It? (CLT vs. CRT Explained)
Episode 91
Saturday, 31 October, 2026
Are charitable trusts worth the complexity? Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs) can offer significant tax and estate planning benefits, but they also come with important trade-offs. In this episode, we explain how charitable trusts work, when they make sense for high-net-worth families, and how they compare to simpler charitable giving strategies like donor-advised funds. We cover charitable trust tax benefits, strategies for diversifying appreciated stock, estate tax planning, and the often-overlooked costs of giving up control of your wealth. If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com
