Using a CRUT for Stock Options Can Be a Strategy That Sells Itself

Planning testamentary disposition of non-qualified deferred compensation can provide a virtually no risk technique for younger donors

Donors who hold non-qualified stock options or other forms of non-qualified deferred compensation should consider an absolutely no risk planned giving technique that could result in both a substantial gift to charity and more income for a surviving spouse.

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October 29, 2024

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Using a CRUT for Stock Options Can Be a Strategy That Sells Itself

Using a CRUT for Stock Options Can Be a Strategy That Sells Itself