Pennsylvania is on its way to becoming perhaps the worst place in the United States to create a charitable trust, setting a precedent that would be very dangerous to philanthropic organizations and ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. The One Big Beautiful Bill Act (OBBBA) is now law. One of the myriads ...

It's easy to see why charitable remainder trusts, or CRTs, continue to grow in popularity. You get to eat your cake and have it, too. CRTs allow donors to sell appreciated stock without paying capital ...

In Private Letter Ruling 202550004 (Dec. 12, 2025), the Internal Revenue Service ruled that a series of transactions that resulted in a charitable trust (the Trust) distributing all of its assets to a ...

Kristina Byas is contributor at Investopedia. As a personal finance expert, she has lent her insights and knowledge to numerous financial publications. Her articles have helped readers navigate the ...