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Can you run a CRT or CLT illustration for me? At my old firm, they would run an illustration for me and I would get a printout that I could give to a client. Do we have that at UBS?


ANSWER


Expert Mark Anderson's Answer:

Here is some information on chartiable remainder trusts:

 

http://www.charitableremaindertrust.com/

 

http://www.futurefocus.net/crutexample.htm

 

Here is the infomation at UBS:

 

http://financialservicesinc.ubs.com/wealth/PlanningforaLifetime/EstatePlanning/Protecting&TransferringWealth/Trusts.html

Mark Anderson, JD

Montana

21 yrs experience

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