CRT SERVICES

CRT Experts provides specialized planning and implementation support for charitable remainder trusts at every stage of the CRT lifecycle. We work with CRT beneficiaries and their tax, legal, and financial advisors to evaluate options, support administration, and implement CRT planning where appropriate.

Design

Specialized CRT design support for advisors, including complex payout structures, trust duration planning, income deferral, and multi-tier beneficiary structures.

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Administration

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Technical administration for complex CRT structures such as NIMCRUTs, Flip CRUTs, other income-deferral CRUTs, and CRTs that hold illiquid or closely held assets.

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Sales & Rollovers

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Facilitation of CRT income interest sales and CRT rollovers for clients seeking maximum liquidity, simplified financial affairs, or redirection of CRT value to children.

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Advisor-Centered Support

CRT Experts does not replace the client’s existing advisor team. We work alongside attorneys, CPAs, financial advisors, trustees, and family members to provide focused CRT expertise where it is needed.

To discuss a charitable remainder trust matter, call 703-520-2275 or email experts@crt-experts.com.