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How a Charitable Remainder Trust and a Wealth Replacement Trust Can Work Together in Your Estate Plan

ARTICLE | June 18, 2026

Authored by Vasquez + Company

What if you could make a meaningful gift to your favorite charity without reducing the inheritance you leave behind for your family? For charitably inclined individuals, that goal may be more achievable than you think. By combining two powerful estate planning tools -- a charitable remainder trust (CRT) and a wealth replacement trust (WRT) -- you may be able to support a cause you care about, generate a reliable income stream, capture valuable tax deductions, and still preserve wealth for the next generation. The CRT and WRT each play a distinct role, but together, they form a coordinated strategy that addresses two estate planning goals at once. At Vasquez + Company LLP, our tax team is experienced in helping individuals navigate complex planning strategies like this one. Read the full article here.

 

 
Our firm provides the information for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. This article is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided “as is,” with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.  

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