May I retain some control?
You may retain control if you serve as the trustee.
In addition, you may have the power to change the trustee any time. You may retain the power to change the charity who receives the CRT assets when you are gone.
Conclusions on Charitable Remainder Trusts:
The CRT is a “win-win” tool for all involved. Most importantly, you win by avoiding income tax on the gain from the sale of the property, avoiding estate tax on the property, receiving a larger cash flow from the CRT, and receiving an income tax deduction.
Your heirs win in that they either most likely or surely (your choice) will receive at least the same inheritance as if you had not done the CRT.
The charity wins when the CRT is ultimately distributed. Society in general is benefited by the work of the charity. Everyone wins.
It is our privilege to guide clients through estate planning decisions
Estate Planning Attorneys
Valued Client Reviews
Lisa Vertz March 14, 2022. I worked with Brandon Johnson and he was very thorough and excellent to work with on a living trust and will. 
Roman Kisz December 21, 2021. Antonio is great. I work in a related industry, but my wife does not. He sat down with us and helped to get our estate in order by walking us through the trust process. My wife was very happy we took the time to protect our family and to get this crucial step in life accomplished. Thanks again! 
Don Houle August 13, 2021. A great place to place your trust for a trust 
Mike Ricci December 5, 2020. 
Kathy Locklear October 3, 2020. 
Kyle T September 22, 2020. Kevin is very knowledgeable, professional, and easy to work with. Highly recommend for Tax and Estate planning. 
Joan Riley January 16, 2018. I have just completed my trust work with Mr. Staker and I could not. be happier. I was referred to him by a prominent San Fernando Vally commercial realtor so I had high hopes when I met with him and I was not disappointed. Now I am insisting that my children go to him to make certain that their trusts are in order. Joan Riley 
Bryan Freeberg May 2, 2017.
