Charitable Remainder Trust PC1527-Digital

ESTATE PLANNING

CHARITABLE REMAINDER TRUST

BENEFITS OF A CHARITABLE REMAINDER TRUST

  Effective means for diversifying highly appreciated assets   Reduces current income taxes with a charitable income tax deduction   CRT is exempt from tax on the investment income it retains   Trustee you select, not the charity, controls the assets for as long as you live

  Offers protection from creditors for gifted assets

  You can reserve the right to change the charity

Contact a Commerce Trust advisor who will work with your tax professional to help you generate a lifetime of income, reduce capital gains taxes and gift to a charity you care about using a Charitable Remainder Trust. 1-855-295-7821 | commercetrustcompany.com

Wealth | Investments | Planning Commerce Trust Company

Commerce Trust Company is a division of Commerce Bank. PC1527

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

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