The Wealthy Use This Strategy to Beat Capital Gains Tax.
Ever hear of the Charitable Remainder Unitrust?
It’s one of the most powerful tools in the wealth planning toolkit — especially if you’re holding highly appreciated assets like crypto or stock.
Here’s the problem:
Sell that asset outright?
➡️ You get hit with capital gains tax.
That means less money reinvested, and more handed over to the IRS.
Now here’s the solution 👇
🔹 You set up a Charitable Remainder Unitrust (CRUT).
🔹 You contribute the appreciated asset to the trust.
🔹 You get a charitable deduction (up front!).
🔹 The trust sells the asset tax-free.
🔹 You reinvest inside the trust — no erosion.
🔹 You (or others you name) receive annual payouts for a set term.
🔹 At the end, the remaining amount goes to a charity of your choice.
⚠️ Bonus:
The bigger the trust grows, the larger the payouts —
Because you’re pulling a percentage, not a flat dollar amount.
So yes —
This lets you defer...