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UNMATCHED CRT EXPERIENCE

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Evan D. Unzelman

Founder & CEO

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 complimentary to those of most 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.

View Evan's LinkedIn Profile

Recognized Speaker & Expert on Charitable Remainder Trusts

  • American Bar Association (Trust & Estate and Real Property Section)

  • The National Association of Estate Planners & Councils (NAEPC)

  • American Academy of Estate Planning Attorneys (AAEPA)

  • American Institute of Certified Public Accountants (AICPA)

  • Heckerling Institute on Estate Planning

  • Lincoln Financial Advisors (The Resource Group)

  • Society of Financial Services Professionals

  • Financial Planning Associations

    • Houston, Dallas, New York City, Pittsburgh

  • Advisors in Philanthropy (AiP)

  • Advanced Tax Planning Institute (ATPI)

  • Wells Fargo (Philanthropic Services team)

  • U.S. Bank (Private Client Group)

  • Atlantic Trust (Wealth Strategies Group)

  • U.S. Trust (National Wealth Planning Strategies Group)

  • Atlanta Bar Association (Estate Planning and Tax Law Sections)

  • Probate & Pumpernickel (Palm Beach Atlantic University)

  • AXA Advisors (Advanced Planning Team)

  • Southern California Tax & Estate Forum

  • Colorado Planned Giving Roundtable

  • Estate Planning Councils

    • Pittsburgh, Omaha, Southern Arizona, Montgomery County (MD), Charlotte, Seattle, Sacramento, Orange County (CA), N. Miami

  • PEAK Consulting

  • Forum 400

  • New First Financial Resources

  • Commonwealth Financial Network

  • National Advisors Trust Company

  • It's Your Business (KCBQ AM1170, San Diego)

  • Northern Ohio Charitable Gift Planners

  • North Carolina Bar Association (NC/SC/GA Tax Workshop)

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