Epstein File EFTA00584409: Holder, Endowment and Charitable Trust (DS9)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA00584409: Holder, Endowment and Charitable Trust (DS9)

General DocumentDate unavailableEFTA005844091 keyword hits

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This document discusses charitable trust termination strategies, specifically addressing complete terminations of charitable remainder trusts and their tax benefits. It references the American Endowment Foundation and explains how remainder interests can be transferred to a Donor Advised Fund at termination, while discussing benefits such as carryforward of unused deductions, avoidance of capital gains, and estate tax avoidance for large bequests.

👤 Named in This Document

Eric Holder

🔑 Evidence Keywords

charitable trust endowment

📋 Key Excerpts3

PersonKeyword

Excerpt 1

EFTA00584415 **Charitable** **Trust** Termination Complete terminations of charitable remainder trusts are appealing for two primary reasons.

Excerpt 2

carry forward of unused deductions. 2) Avoid capital gains on gifts of appreciated property. 3) Avoid estate taxes. large bequests enable the wealth **holder**

Excerpt 3

At termination of trust, the remainder interest is transferred to a Donor Advised Fund at American **Endowment** Foundation. 3.