IRS Completes Charitable Remainder Trust Change

March 16, 2005 at 07:00 PM
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NU Online News Service, March 16, 2005, 4:35 p.m. EST

Federal officials have released regulations that could affect advisors in the wealth planning and estate planning markets.[@@]

The IRS has published a final version of the regulations, "Charitable Remainder Trusts; Application of Ordering Rule," today in the Federal Register.

The rule deals with topics such as the treatment of capital gains and dividend income generated by assets held within charitable remainder trusts.

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