Financial Advisor Questionnaire

Managing assets inside of a Charitable Remainder Trust (CRT) takes a good understanding of the workings of a CRT. Small errors have the potential to create big problems. They are easy to avoid if the advisor knows what they are.

The purpose of this questionnaire is to provide a list of questions for you to ask a financial advisor to help determine the advisors working knowledge of a Charitable Remainder Trust and their understanding of how to manage CRT assets.

This is not designed to determine if the advisor has a complete comprehensive understanding of CRT's. Nor is it an endorsement of a Financial Advisor that can answer these questions. The questions are structured to cover just the basics so you can get a feel for the advisors general knowledge of CRT's.

An advisor that does understand the basics should be able to easily explain the answers to these questions.

• What is the maximum amount of income I will be allowed to draw from my CRT?
  
  
• What is the charitable tax deduction I will receive for my CRT contribution?
  
  
• How does the charitable tax deduction work with a CRT?
  
  
• What is Unrelated Business Taxable Income (UBTI) and how does it affect a CRT?
  
  
• What investment asset classes should be avoided inside of a CRT investment account?
  
  
• What is four tier accounting and how does it apply to a CRT?
  
  
• How can Margin be used in a CRT account and how does it affect the trust?

Having a hard time finding a competent CRT advisor?

That's where we come in. Charitable Estate Planning is where we focus our business. We have a team of advisors that are well versed in this area and have the knowledge to properly manage your CRT assets. Give us a call toll free to talk to one of our specialists for the answers to the above questions and a complete review of our services and fee structure. We think you will find us extremely knowledgeable and our fees very reasonable.

Go ahead and contact us today toll free at 800-535-4720. The call and consultation are free of cost and obligation.

For more information on our services you can also visit our Establishing a CRT page.

The information contained on this site is for educational purposes only, it is not intended to be professional tax or legal advice; consult a tax advisor about your specific situation. We also reserve the right to refuse to generate a proposal or report for any situation we feel is not appropriate for a Charitable Remainder Trust.

Harding Financial Services, LLC
The information contained on this site is for educational purposes only, it is not intended to be professional tax or legal advise; consult a tax advisor about your specific situation.