to talk through your CRT or CLT scenario before your client meeting: (800) 572-6394

Sample Proposal

This is similar to the proposal you will receive by filling out our free proposal form. You can use this to show your clients the benefits they will receive by establishing a Charitable Remainder Trust. This is just one example of the many services YTA will provide for you.

Depending on the situation you would like to see illustrated, click on the link below to view the proposal.

One Life Charitable Remainder Trust

Two Life Charitable Remainder Trust

Grantor Lead Annuity Trust