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Evan Unzelman, CEO of CRT Experts, discuss flexibility that is available but not often utilized when creating CRTs. The presentation focuses on two topics in particular:

Trust Duration: A CRT can be structured so that after the donor and spouse die, the donor's children can receive the income. In many cases, after the children die, the donor's grandchildren can also receive income. There is no stated maximum possible term, but the expected life of most CRTs can be fifty to sixty years.

Income Deferral: A properly constructed and properly managed CRT can provide for periods of tax-free deferral when no payments are made to the beneficiaries and the trust assets grow tax-free. This can significantly increase the income paid to future beneficiaries while reducing the taxable income of current beneficiaries.

For each component, Evan discusses how it works, how it’s implemented, and how to ensure it's being fully utilized.
Evan Unzelman, CEO of CRT Experts, interviews Dr. Doug Ritchie about his recent experience selling his CRT income interest through CRT Experts.
Without planning, the SECURE Act requires heirs to withdraw and pay tax on an inherited IRA within ten years. If implemented correctly, designating a charitable remainder trust (CRT) as the beneficiary of an existing IRA creates more lifetime spendable income for heirs, reduces income taxes during the crucial ten years following the client’s death, and maximizes overall family wealth. Evan Unzelman, founder and CEO of CRT Experts, discusses how it works, who's a fit, and how the planning is implemented.
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