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Criterion Advisors Group Corporation

Download all files here:

1. CHARITABLE REMAINDER TRUSTS

3. WHO IS INVOLVED?

5. THE TRUSTEE

7. THE INCOME RECIPIENT

9. TYPES OF CRTs

11. ANNUITY TRUST

13. FLIP TRUST

15. RECAP

2. THE BENEFITS

4. THE GRANTOR

6. THE SPECIAL TRUSTEE

8. THE CHARITABLE RECIPIENT

10. UNITRUST

12. NET INCOME MAKEUP - UNITRUST

14. LEAD TRUST

16. CRITERION ADVISORS GROUP

Contact Us​

  • 939-391-1680
  • https://criterionadvisorsgroup.com
  • info@criterionadvisorsgroup.com

© 2025 Criterion Advisors Group Corporation

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  • Home
  • Services
    • Accounting
    • Audits
    • Bookkeeping
    • Consulting
    • Incorporation
      • “C” Corporations
      • “S” Corporations
      • Limited Liability Company (LLC)
      • Professional Corporations
      • Professional LLC
      • Non-Profit
    • Payroll
    • Tax Preparation
    • Trusts
    • Questionnaire’s
    • Virtual Office
  • PUERTO RICO TAX INCENTIVES
    • Overview
    • ACT 60 – BUSINESSES
    • Act 60 – Individuals
    • Act 27 – Film Industry
    • Act 73 – Manufacturing Industry
    • Act 273 – Intl. Financial Entities
    • Act 135 – Young Entrepreneurs
    • ACT 60 – GREEN ENERGY
    • Act 74 – Tourism
    • Act 120 – Small Businesses
  • Wealth Preservation
    • CRT’s
      • CRT Overview (Slide Presentation)
      • What is a CRT
      • Types of CRTs
      • Standard CRT
      • NIMCRUT
      • FLIP CRT
      • LEAD CRT
      • CRT Comparisons
    • Domestic Network
    • Intl. Network
    • Questionnaires
  • Updates
    • Articles
    • Newsletter
    • Updates
  • Client Portal
    • Login
    • Create login
  • Contact us
    • Contact Us
    • Make An Appointment