Search found 3 matches

by bogivan
Thu Oct 12, 2017 8:21 am
Forum: Investing - Help with Personal Investments
Topic: Charitable trust aggressive asset allocation and impact on personal investments
Replies: 14
Views: 791

Re: Charitable trust aggressive asset allocation and impact on personal investments

I think you are underestimating the cost & burden of dealing with such a trust for decades The burden doesn't seem much worse - in many ways much easier - than dealing with small business accounting which I don't have a problem with. At any point I can hand the management to a corporate trustee if ...
by bogivan
Sun Oct 08, 2017 1:17 pm
Forum: Investing - Help with Personal Investments
Topic: Charitable trust aggressive asset allocation and impact on personal investments
Replies: 14
Views: 791

Re: Charitable trust aggressive asset allocation and impact on personal investments

Why would I do this? I know it is probably unusual for someone my age, but I believe it is a perfect fit for the current situation: The investments are low cost basis, so my attempts at diversifying are generating huge 90%+ capital gains (long-term, but any additional diversification at this point i...
by bogivan
Sun Oct 08, 2017 10:41 am
Forum: Investing - Help with Personal Investments
Topic: Charitable trust aggressive asset allocation and impact on personal investments
Replies: 14
Views: 791

Charitable trust aggressive asset allocation and impact on personal investments

I am in the middle of setting up a Charitable Remainder Unitrust (CRUT). I am naming myself as trustee to make sure fees aren't a drag. I will be paid 5% of the assets every year until my death (which should be many years as I am in my 30s) and then the charity gets whatever remains. I am creating a...