Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Charitable Remainder Trusts Cut Capital Gains Taxes
Episode 141 explores how wealthy families use Charitable Remainder Trusts (CRTs) to defer capital gains taxes on highly appreciated assets, unlock charitable deductions, and generate lifetime income. Through a concrete example of a family selling $10 million stock with a $1 million cost basis, hosts Lucas and Luna explain the mechanics of CRTs—including the difference between annuity trusts and unitrusts, how the charitable deduction is calculated, and how life insurance can replace the charitable remainder for heirs. They discuss minimum practical thresholds, payout rate constraints, and the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.