Terms of Use

These Terms of Use govern your access to and use of the CRT Experts, LLC website. By using this website, you agree to these Terms of Use. If you do not agree, please do not use this website.

Informational Purposes Only

The information on this website is provided for general informational purposes only. CRT Experts, LLC does not provide tax, legal, financial, investment, or insurance advice, and nothing on this website should be construed as such.

Information on this website may not apply to your specific circumstances. You should consult your own attorney, CPA, financial advisor, trustee, or other professional advisor before making decisions involving a charitable remainder trust or related planning matter.

No Client or Advisory Relationship

Use of this website, submission of a contact form, transmission of information, or communication with CRT Experts through this website does not create a client, fiduciary, advisory, tax, legal, financial, or other professional relationship.

A relationship with CRT Experts is established only through a separate written agreement or engagement accepted by CRT Experts.

No Guarantee of Results

CRT planning, administration, sales, rollovers, and related matters depend on the specific trust terms, applicable law, beneficiary circumstances, asset composition, tax considerations, valuation issues, trustee authority, market conditions, and other relevant facts.

CRT Experts does not guarantee any particular result, valuation, tax outcome, transaction outcome, or planning outcome based on the information provided on this website.

Accuracy of Information

CRT Experts seeks to provide accurate and useful information, but the information on this website may not be complete, current, or applicable to every situation. We may update, modify, or remove website content at any time without notice.

Secure Uploads and Submitted Materials

If you submit documents or information to CRT Experts, you represent that you have the authority to do so. You agree not to submit documents or information that you are not authorized to disclose.

Sensitive documents should be submitted only through a secure upload process or another secure method approved by CRT Experts. Ordinary email and website communications may not be secure.

Intellectual Property

All content on this website, including text, graphics, logos, images, videos, designs, and other materials, is owned by or licensed to CRT Experts, unless otherwise indicated. You may view and download website materials for personal, internal, or professional reference purposes, but you may not copy, reproduce, distribute, modify, or use website content for commercial purposes without prior written permission from CRT Experts.

Third-Party Links and Embedded Content

This website may contain links to third-party websites or embedded third-party content, including video, map, secure upload, or other services. These links and services are provided for convenience only. CRT Experts does not control and is not responsible for third-party websites, services, content, privacy practices, or security.

Limitation of Liability

To the fullest extent permitted by law, CRT Experts, LLC and its owners, officers, employees, contractors, and affiliates will not be liable for any damages arising out of or related to your use of this website, reliance on website content, inability to access the website, or use of third-party links or services.

Prohibited Uses

You agree not to use this website for any unlawful, fraudulent, harmful, or unauthorized purpose, including attempting to interfere with the operation, security, or availability of the website.

Governing Law

These Terms of Use are governed by the laws of the Commonwealth of Virginia, without regard to conflict-of-law principles.

Changes to These Terms

CRT Experts may update these Terms of Use from time to time. Any changes will be posted on this page.

If you have questions about these Terms of Use, please contact:

CRT Experts, LLC
4 Cornwall Street NE
Leesburg, VA 20176
703-520-2275
experts@crt-experts.com