Dr. Chien interviewed Dr. Kathleen M. Rehl, Ph.D., CFP®, CeFT®, on January 18, 2022, at 2 PM PST on Assist Clients to “Give It Twice” with a T-CRUT. There are several options to help secure your family’s future while living off your retirement. Is it possible to protect future inheritance money while giving charity gifts? In the interview, Dr. Chien will discuss with Dr. Kathleen M. Rehl, Ph.D., CFP®, CeFT®, about T-CRUT and how clients can achieve their goals and enjoy income and estate tax savings. Also, explain the advantages and disadvantages of using a T-CRUT and answer the following questions.
- What is a T-CRUT?
- Why did you decide to form a T-CRUT?
- How can clients form a T-CRUT?
- What are the advantages and disadvantages of forming T-CRUT?
- Why should a client consider forming a T-CRUT?
- What requirements need to be met before the T-CRUT can be formed and avoid trouble with regulators?
- What are some taxes or tax deductions the owner and beneficiary have regarding the assets placed in a T-CRUT?
Assist Clients to “Give It Twice with a T-CRUT with Dr. Kathleen M. Rehl, Ph.D, CFP®, CeFT® Part 1
Assist Clients to “Give It Twice with a T-CRUT with Dr. Kathleen M. Rehl, Ph.D, CFP®, CeFT® Part 2