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Planning Options for Clients with Charitable Remainder Trusts (CRTs)

PLANNING OPTIONS FOR CLIENTS WITH CHARITABLE REMAINDER TRUSTS (CRTS)

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 20, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Most charitable remainder trusts (CRTs) are tied to clients’ lifetimes and tend to have long lifecycles; usually several decades. At its inception, the CRT is a perfect fit with the client’s situation, and most CRTs remain good fits early in the overall lifecycle (the first decade or two). But beyond that, the fit often wanes because the CRT can’t adjust to changes in the client’s life, which are inevitable over the CRT’s long lifecycle. Many clients in this situation are unaware that several planning options exist, and advisors can both spot the misalignment and present the potential fixes to the client.
 
Attendees Will Learn:


  • The range of planning options available to clients with CRTs 

  • How to review a client’s CRT to determine which option, if any, is the best fit for the client

  • The process for accomplishing each option

  • Tax and legal authorities for each option

  • Why some options could increase in usage depending on the election results

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Sterling

Evan is a recognized expert and sought-after speaker in the field of charitable planning, and CRTs in particular. He speaks widely to a variety of audiences including attorneys, accountants and financial advisors, primarily on the sale of income interests in CRTs, CRT rollovers, tax implications of CRTs, and the role CRTs play in the estate and wealth planning of affluent clients.

Evan's articles have appeared in publications such as Estate Planning, NAEPC’s Journal of Tax & Estate Planning, Wealth Strategies Journal and Atlantic Trust’s Trusted Advisor. He was also the lead editor of Managing Foundations and Charitable Trusts (Bloomberg Press), which is largely regarded as the definitive guide to managing charitable entities. 

Martin Shenkman

Shenkman Law
Dual Practitioner, Financial Planner
[email protected]
(201) 845-8400

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Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey, and New York City, New York, with Shenkman Law. His practice focuses on estate and tax planning as well as planning for closely-held businesses and estate administration. Throughout his career, Mr. Shenkman received awards and acknowledgments from the New Jersey Bar Association, Worth Magazine, CPA Magazine, the American Cancer Society, and the AICPA. Mr. Shenkman holds a Bachelor of Science from the Wharton School at the University of Pennsylvania, an MBA from the University of Michigan, a law degree from Fordham University School of Law. He is admitted to the bar in New York, New Jersey, and Washington D.C.

About Our Presenter

Sterling
Over the years, we have worked with a broad range of clients to help them achieve their philanthropic, family, and financial goals through the effective use of private foundations and other charitable planning vehicles. No two charitable visions are alike; yours is as individual as you are. The best foundations are developed and managed with that quality in mind. We invite you to let Sterling assist you in creating a foundation that is both personal and impactful.