How can I receive increased tax-favored cash-flow from a CRT Advantage trust?
Many taxpayers that we work with have assets such as real estate, stocks or mutual funds, a business interest etc. that have appreciated over the years. In many circumstances these assets generate little or no income, but the owner doesn’t want to sell because he/she doesn’t want to have to pay the capital gains tax on the appreciation. This is known as “capital gains lock”.
