Thou Shalt Not …

3. Thou shalt not recommend an inappropriate gift vehicle.
Not all gift vehicles are appropriate for certain assets. Depending on the type of asset your donor has under consideration, some vehicles work better than others. For example, the following assets and vehicles can be quite troublesome when paired together: real estate in a charitable remainder annuity trust; tangible personal property in a charitable remainder unitrust or annuity trust; mortgaged property in a charitable remainder unitrust or annuity trust.