Would the annual disbursements from a CRUT be considered on the operations side of the assets side of the Trifecta system?
I’m not a tax pro but here’s my take. A CRUT is used to reduce large capital gains taxes by transferring a highly appreciated asset into a Charitable Remainder Trust. Typically, the asset is sold after being transferred into the CRUT and then the proceeds are invested in order to generate investment income - and annual disbursements to you (or beneficiary). If this is your case, investment income is on the Asset side of the Trifecta. Good luck.