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ERIC Number: ED159991
Record Type: RIE
Publication Date: 1978
Pages: 321
Abstractor: N/A
Reference Count: 0
ISBN: N/A
ISSN: N/A
Guide to the Administration of Charitable Remainder Trusts. Third Edition.
Clark, David W.; And Others
This is the third edition of a workbook prepared as a kind of primer for those responsible for the administration of charitable remainder trusts in accordance with the Tax Reform Act of 1969. The topics covered include: trust administration in general; pooled income fund; unitrust; annuity trust; gift annuity; short term income (lead) trust; gift of residence; remainder trust comparison; and revenue ruling summaries for 1969-1978. Among the items included in each of these categories are: definition and investment considerations; regulations and tables; sample provisions; governing instrument; deduction calculation; sample agreement; tax reports; and other specific calculations, illustrations, and information items. (MSE)
CASE Publications Order Department, P. O. Box 298, Alexandria, Virginia 22314 ($35.00)
Publication Type: Guides - General
Education Level: N/A
Audience: N/A
Language: English
Sponsor: N/A
Authoring Institution: Council for Advancement and Support of Education, Washington, DC.
Identifiers: Gift Annuity; Remainder Trusts