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UNMATCHED CRT EXPERIENCE

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Evan Unzelman

Founder & CEO

With more than 20 years of specialized experience in charitable remainder trust (CRT) planning, Evan Unzelman is widely regarded as one of the nation’s leading CRT experts. He has reviewed thousands of CRTs and advised tens of thousands of CRT beneficiaries, family members, and professional advisors on all aspects of CRT planning. From initial trust design and structuring — including CRUTs, NIMCRUTs, and CRATs — to ongoing administration and secondary planning, Evan brings uncommon depth of knowledge to every stage of the CRT lifecycle.

Evan has particularly deep experience in CRT secondary planning, including the sale, gift, and rollover of CRT income interests. Before founding CRT Experts, he served as president of a charitable planning firm, where he helped pioneer the secondary market for CRT income interests and personally oversaw the successful completion of sale and rollover transactions for thousands of CRT beneficiaries across the United States.

 

Evan is a trusted resource for trust and estate attorneys, CPAs, and financial advisors on all aspects of CRT planning, with particular depth in the sale and rollover of CRT income interests. He designed CRT Experts’ service offering to complement, rather than compete with, the work of 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 and frequent writer on CRTs for a wide range of audiences. His articles have appeared in publications including Estate Planning; National Association of Estate Planners & Councils’ Journal of Tax & Estate Planning; Taxation of Exempts; Atlanta Bar Association’s The Mortmain; Wealth Strategies Journal; and Atlantic Trust’s Trusted Advisor.

 

A Pacific Northwest native, Evan graduated summa cum laude from Pacific Lutheran University in Tacoma, Washington, with degrees in finance and economics.​

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View Evan's LinkedIn Profile

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Recognized Speaker & Expert on Charitable Remainder Trusts

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  • 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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