CRT Rollovers
Apr 13, 2022•35 min
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Episode description
Brent chats with Evan Unzelman about rolling over income interests in charitable remainder trusts. They talk about why these transactions can be tax beneficial and create flexibility for the right CRTs. Evan is the President of Sterling Foundation Management. Evan began with Sterling’s Family Office Concierge Services in 2004, where he provided comprehensive solutions to […]
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