Reduce capital gains taxes by 65% or more with CRUTs

In this webinar, Jeff and Guido of Valor discuss the valuable strategies for managing capital gains taxes using Charitable Remainder Trusts (CRUTs). They explore how these trusts can help defer taxes, allowing assets to grow tax-free over time. Key topics include the benefits of CRUTs, the mechanics of how they work, considerations in setting them up, and how they can be tailored to individual needs for maximum financial benefit. The session also addresses questions from the audience on the technical details and the practical use of CRUTs in tax planning, making it a comprehensive guide for individuals interested in optimizing their capital gains.

00:00 Welcome and Introductions
02:06 Starting the Presentation
03:37 Agenda Overview
05:35 The Value of Tax Deferral
07:55 Why Charitable Remainder Trusts?
09:05 How CRUTs Work
13:09 Eligibility and Fit for CRUTs
15:42 Real-World Examples and Legal Considerations
26:01 Charity and Trusts: Key Questions Answered
27:00 Benefits of Deferring Taxes
27:53 Understanding Trust Payouts and Limits
29:01 Irrevocability and Beneficiaries
30:15 Impact of Tax Law Changes on Trusts
33:01 Designing a CRUT: Key Decisions
39:59 Case Study: Maximizing Returns with a CRUT
41:06 Using Valor's Tools and Services
47:22 Q&A and Final Thoughts

Learn more at https://www.valur.com/?utm_source=you...

Schedule a call to discuss how IDGTs can work for you: https://www.valur.com/forms/schedule?...