CRT Planning Opportunities Abound

This webinar explores timely planning opportunities at both ends of the charitable remainder trust (CRT) lifecycle.

The SECURE Act’s 10-year payout rule effectively eliminated the traditional “stretch” IRA. By naming a CRT as the beneficiary of an IRA, clients can restore multi-decade payouts for heirs, reduce income taxes during the critical post-death period, and preserve more overall family wealth. We’ll explain how the strategy works, who it’s best suited for, and how to implement it.

We’ll also examine newly released IRS data showing that most CRTs in existence today are in the later stages of their lifecycle—precisely when misalignments are most likely to arise. This presents a timely opportunity for advisors to revisit these older CRTs and ensure clients are aware of their options. We’ll outline the key indicators of misalignment, review the primary planning options available, and discuss the client fact patterns that align with each solution.

Speakers: Evan Unzelman, CEO, CRT Experts, LLC and Martin M. Shenkman, Esq.