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Charitable Remainder Trusts & Commercial Real Estate

Author: Diana Heeb Bivona

Do you own a commercial property that you have held on to for some time that has wildly appreciated in value? This is great news if you are looking to retire and live off the proceeds of the sale. Unfortunately, when hit with the federal and state capital gains taxes, you may soon see your retirement balloon bursting. So, how can you retain the power of your equity and avoid capital gains? Consider creating a charitable remainder trust (CRT) using the property.

Len Jarrott’s article, Considering CRTs takes a look at the benefits of setting up a CRT. When a property is deeded to a CRT, donors receive a significant income tax deduction for up to six years and can offset as much as 30 percent of the donor’s adjusted gross income for each of those six years. To read the article, click here.

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