Brent chats with Evan Unzelman about the many creative uses of charitable remainder trusts. They talk about modifying the trust, selling the income interests, contributing the income interests to new trusts, and using CRTs as IRA beneficiaries.
With 20 years of specialized experience with charitable remainder trusts (CRTs), Evan Unzelman is largely regarded as one of the nation’s foremost experts on CRTs. Over the last two decades, he has reviewed thousands of CRTs and worked with tens of thousands of CRT beneficiaries, their families and their advisors on all facets of CRT planning. From up-front design and CRT structure (Standard CRUT, NIMCRUT, CRAT) to complex CRT administration to CRT secondary planning, Evan provides unmatched insight at every stage of the CRT lifecycle.
Evan’s experience with CRT secondary planning – sales, gifts, and rollovers of CRT income interests – is particularly deep. Prior to forming CRT Experts, he was President of a charitable planning firm where he helped develop the secondary market for CRT income interests and personally oversaw the successful completion of sale transactions for thousands of CRT beneficiaries across the U.S.
Evan is a trusted resource for trust and estate attorneys, CPAs, and financial advisors on all aspects of CRT planning (sales and exchanges of CRT income interests in particular) and structured CRT Experts’ service offering to be complementary to those of most tax, legal and financial advisors. CRT Experts does not manage or custody assets and does not provide tax, legal, financial or insurance advice.
Evan is a sought-after speaker (partial list of speaking engagements below) and writes frequently on CRTs for a variety of audiences. His articles have appeared in publications such as Estate Planning, the National Association of Estate Planners & Council’s Journal of Tax & Estate Planning, Taxation of Exempts, Atlanta Bar Association’s The Mortmain, Wealth Strategies Journal and Atlantic Trust’s Trusted Advisor.
Born and raised in the Pacific Northwest, Evan graduated from Pacific Lutheran University (summa cum laude) in Tacoma, WA, where he earned degrees in Finance and Economics.
Evan can be found here: About | CRT Experts
This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.
If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.
Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/